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Branding

Branding is used to link a logo, color palette, sign-off, and sender to the email templates used in your surveys.

In Branding, you can manage and edit the colors, logos, sender name, and sign-off that appear in your email sends and surveys.

There’s a basic branding setup called “Default”. It controls the account’s branding settings in the platform and is reflected in your email sends and survey questionnaires when you run a survey.

Below is a step-by-step guide on how to create or update your branding (note that access to the Library is required):

  • Go to the Library and select “Branding”

  • Choose “Default” and click “Edit” (three dots)

  • To upload a logo, import the new logo by uploading a file from your computer—or simply drag and drop the file into the box.

• For the format of the file being uploaded, we recommend PNG.

• The recommended image size depends on the format, but a high-resolution logo scaled down to 100 pixels in height usually works well.

 

Other settings available for branding: 

  • Colors — update the survey’s primary and contrast colors. Brilliant’s standard colors are selected by default.

  • In the “Email” dropdown, under “Sign-off” and “Sender name for email sends,” choose what you want to adjust for the branding you’re creating. These options are linked to variables with the same names, used when managing email templates in the Library: 📌 Email and templates

  • Sign-off — this variable is typically used in the closing greeting at the end of email templates, and can for example be entered as “First name Last name, CEO.”

  • Sender name for email sends — this variable is used to control which (company) name appears as the sender in the email sends that go out from Brilliant’s system.

 

Need to use different brandings?

You can also create different branding setups for different parts of your structure—if, for example, you have different logos or sign-offs for different subsidiaries. (Included in the Premium plan.)

There will always be a core branding setup called “Default”, which controls the account’s branding settings in the platform. It’s important to keep this core branding as intact as possible—it’s generally not a sustainable way of working to change it too often, for example before every single survey run in the platform. A simpler (and more effective) approach is to create new, specific branding setups for certain parts of the structure instead.

Example:

Company A has two subsidiaries, built as direct summary levels in the organizational structure: Subsidiary 1 and Subsidiary 2. Company A runs a large annual Customer realtion survey, while Subsidiary 1 wants to run pulse surveys on a regular basis. Subsidiary 1 therefore wants its own logo and a separate sign-off in the emails sent in connection with its pulse surveys.

Below is a step-by-step guide for setting up a new branding (note that access to the Library and a Premium plan are required):

  • Go to the Library and select “Branding”

  • Select “Create branding”

  • Enter a name for the branding you’re creating at the top of the page

  • To upload a new logo, import it by uploading a file from your computer—or simply drag and drop it into the box.

       

    1. Under “Branding conditions”, click “No group selected”. Then find and select which part of the structure should be linked to the branding you’re creating.

    2. Colors — update the survey’s branding primary and contrast colors. Brilliants default colors are selected by default.

    3. In the dropdown “Email”, under “Sign-off” and “Sender name for email sends”, choose what you want to adjust for the branding you’re creating. These options are linked to variables with the same names, used when managing email templates in the Library: Email and templates

    4. Sign-off — this variable is typically used in the closing greeting at the end of email templates, and can for example be set as “First name Last name, CEO”.

    5. Sender name for email sends — this variable is used to control which (company) name appears as the sender in the emails sent from Brilliants system. For example, if you enter “Company A” here, the sender field in outgoing emails will look like: “Company A no-reply@brilliantinsights.se”.