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Branding Builder

What it is

Branding Builder is where you store your company identity. The information you configure here automatically populates into every Message Template via %YOUR_*% replacement variables - so you never need to retype your phone number, company name, or email in every template.

What you configure:

  • Name and company
  • Phone number, email, website, and disclaimer
  • Headshot
  • Accent color
  • Square icon and rectangle logo

How to set it up

  1. Open Branding Builder

    Go to Creatives → Branding Builder in the sidebar.

  2. Fill in your details

    Enter your name, company, phone, email, website, and disclaimer.

  3. Upload your assets

    Under Assets, upload your headshot, square icon, and/or rectangle logo.

  4. Set your accent color

    Choose the brand color used for highlights and accents on your mailers.

  5. Preview your branding

    Click Generate Preview to see how everything looks on a postcard back and letter.

  6. Save

    Click Save Settings.

Available variables

VariableWhat it inserts
%YOUR_FULL_NAME%Your full name
%YOUR_FIRST_NAME%Your first name
%YOUR_PHONE%Your phone number
%YOUR_COMPANY%Your company name
%YOUR_EMAIL%Your email address

Tips & best practices

  • Complete Branding Builder before creating any Message Templates. Variables that reference empty fields render as blank text.
  • Use %YOUR_PHONE% and %YOUR_COMPANY% as a consistent sign-off at the end of every message.
  • Use Generate Preview to check how your branding looks before saving.