Go to TapClicks.com

Understanding Advanced Custom Branding Options

  • Updated

Overview

There are different items you can custom brand within the platform and some are included in the standard package. Others require TapClicks to take action on your behalf, as well as a fee in some cases as it makes the instance highly customized to the client.

 

Advanced Custom Branding Options

Instance vanity URL

  • All users accessing the instance will see the customized URL. It will use a domain that the client owns and it must be different than TapClicks.com.

  • This option requires a recurring monthly fee.

Business unit vanity URL

  • Users that belong to this single business unit will see the customized URL. It will use a domain that the client owns. It must be different than TapClicks.com.

  • This option has a recurring monthly fee.

Custom email address

  • This is the email address users will see when the application sends a notification:

    • Welcome email/scheduled reports

    • Smart Connector processing emails

    • Data export emails

    • Data Load Status notifications

  • This is included as a part of an instance or business unit vanity URL request.

  • This can be altered as needed at no charge.

Custom agency name

  • This is the name of the agency users will see when the application sends an email (e.g., welcome email, scheduled reports).

  • This is included as a part of an instance or business unit vanity URL request.

  • This can be altered as needed at no charge.

Custom send from name/email

  • This is the send from name and send from email address.

  • This is included as a part of an instance or business unit white labeled URL request.

  • This is part of the premium vanity URL customization.

Email content (Only available at the parent instance level. Does not apply to business units.)

  • These emails can only be customized once and will be the same across all clients in the instance.

  • You can customize a few of the emails that our system sends out on two levels:

    • Text change: No fee

    • Full HTML change: Fee required

  • Below are the emails that can be customized:

    • Welcome email

    • Scheduled report

    • Forgot password

    • EZ login - expired link

    • Dashboard generated (fetch complete)

    • Metric alert

    • SEO website search engine details

    • SEO website keywords details

    • SEO website details

    • SEO client details

    • SEO account manager summary

    • SEO first time email

    • Budget alert percentage remaining

    • Budget alert weekly

    • Budget alert weekly repeating table

    • Budget alert weekly repeating row

    • Budget alert campaign row

    • Budget alert campaign account

 

What Custom Branding Does NOT Include

  • Removal of  “Powered by Tapclicks” on the sign-in page (see image below).

     

image-20230313-160623.png

  • We do not customize a favicon (see image below).

image-20230313-160810.png

NOTE: If you request additional customization to remove "Powered by TapClicks” or a custom favicon.  Reach out to your Customer Success Manager for more details.

 

How to Request Advanced Custom Branding  

If you have any questions or interest in having Advanced Custom Branding set up for your instance, please contact your Customer Success Manager for information. 

 

Looking for basic custom branding information? Check out this article.

To learn how to customize the messaging login screen, see this article.  

 

Related articles