Branding
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      1. Properti Help Center
      2. Branding
      3. Branding

      Branding and Workspace Customisation

      Learn how to customize branding elements in your workspace, ensuring consistency and effective communication across all platforms.

      Key Steps

      1. Access the Branding Section:

        • Navigate to the Post Messages or Branding section in your workspace to begin customizing your branding elements.

      2. Review Pre-Set Templates:

        • Check the available templates for post messages or other communications to ensure that the branding is consistent with your business’s identity and style.

      3. Customise Templates:

        • Add Hashtags: Personalize templates by adding relevant hashtags to align with your business or campaign.
        • Incorporate Merge Tags: Use merge tags to dynamically insert personalized content, such as names, dates, or specific details.
        • Leverage Advanced Features: Use advanced functionalities (such as AI-generated headlines and descriptions) for further customisation and enhanced engagement.

      4. Document Changes:

        • Record any changes you make to templates or settings in an Operations Manual or internal documentation to ensure they are preserved and not overwritten by future system updates.

      5. Test Customised Templates:

        • Preview your customized templates and test them across different platforms (e.g., email, SMS, web) to ensure they display properly and maintain brand consistency.
        • Verify that the final message looks great and aligns with your branding before saving.

      Cautionary Notes

      • Be Cautious with Default Templates:
        Some sections, like landing pages or automatic redirects, may already be pre-configured. Avoid altering these default settings to prevent any disruption in functionality.

      • Document All Changes:
        It's important to track and document customizations. This helps ensure that any system updates or resets do not overwrite your personalized settings.

      Tips for Efficiency

      • Utilise Merge Tags & Advanced Features: Merge tags and advanced functionalities can make your templates more personalized and engaging. Explore these features to improve the effectiveness of your communications.

      • Test Across Multiple Platforms: Always test your messages on various platforms (e.g., email, SMS, social media) to make sure they are formatted properly and appear as intended.

      • Regularly Review & Update Branding: To maintain a fresh and consistent brand image, regularly review and update your templates. This helps keep your messaging aligned with any new campaigns or brand changes.