Branding is your reliable way to form a strong bond between your customer and your product or service. Company recognition and customer trust is easy with Rainex.
Follow the written instructions below or the video guide
Brands #
In Settings, go to Configure and select Branding from the suggested features.
Rainex provides you with a default brand, which supplies the design of items before you create your brand and set it as the default. The default brand cannot be removed without moving this feature to another brand. Customize your own brand in Rainex.
Creating a brand begins by clicking on the add button labeled with a plus sign.
Select the Products that will belong to this brand. This will determine the look and content of invoices and notifications sent to customers with subscriptions to the items in these products. As you create products, you can edit this branding field, maintaining this important customization up to date.
Enter a Brand name to be used within the system for your easy identification.
Enter the HEX code of your Brand color or match the desired color in the palette by clicking on the rectangle. Customer Portal and notifications will contain this hue to visually associate the content with your product or services to the customer.
Upload a Favicon – an icon to display your brand symbols in the browser bar when a customer navigates to your Customer Portal.
Finally, upload the most obvious branding tool, a Logo, to create a direct connection of notification content and the Portal to your company.
Optionally, supplement your invoices to customers with additional information in the Invoice notes field.
If you wish to set this brand as the Default brand, toggle the switch. This setting will automatically pull all future products created to this brand, setting the appearance of invoices and emails. This setting also determines the design of those emails that are sent to a customer outside of the product selected for subscription.
Finalize the settings by clicking Create and get full branding of all items your customer interacts with.
Master template #
Customize the main template for all notifications sent to the customer.
Please note that the template is customized for brand+language combination. You need to customize the template for each brand in each of the notification languages you use.
Select the brand you created and then select the language from the dropdown list. Make changes to the template by filling in CC and BCC, editing the signature and/or P.S. part as you wish and see fit. You also have the option to replace the payment link button with a QR leading to the checkout page.
Don’t forget to Save your template changes!
To move to a different language or brand customization, change these parameters.
Customer Portal #
This tab is a preview page of the Customer Portal according to your branding settings.
Switch between the brands you’ve created to see your Portals the way your customers will see it.
To make changes to the appearance, return to the Brands tab.
Invoice #
This tab is also used to preview a template for future invoices generated and sent to your customers.
Switching between brands will give you an idea of what the invoice for your services and products will look like.
Return to the Brands tab in case you need to make branding changes.
