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Client Portal: Set up your Branding
Client Portal: Set up your Branding

Learn how to set up branding for your Client Portal.

Gustavo Teran avatar
Written by Gustavo Teran
Updated over 2 weeks ago

Stand out from the crowd and customize the branding on your Candidately account.

πŸ“– Read the step-by-step guide

Head over to your Settings and click on Branding to add your custom branding.

Pro Tip πŸ’‘: Candidately supports multi-branding. This feature allows you to create multiple brandings to support different needs, such as creating specific brandings for different business lines, branches, offices, or even clients.

Step 1. Enter your brand name, upload your logo and create a Welcome message

Start by entering a branding name, uploading a logo avatar, and selecting the company or brand name that should be displayed on your lists. Keep in mind the minimum image dimensions for your logo are 260 (w) x 260 (h) pixels and the maximum permitted file size is 5 MB.

Next, select the domain that should be used for this branding, enter your website and add a Welcome message. This could be your company tagline or simply a friendly β€œHello”. Your clients will see the Welcome Message on the top of each link that you share with them.

Pro Tip πŸ’‘: You can set up different custom URLs for your brandings. Reach out to our team with your desired custom URL and we'll set it up right away!

Step 2. Add Cover Images and a Favicon

Add a Cover image for Desktop & Mobile and a Favicon:

Cover image - Desktop: Minimum image dimensions: 1500 (w) x 260 (h) pixels. Max file size: 5 MB

Cover image - Mobile: Minimum image dimensions: 750 (w) x 192 (h) pixels. Max file size: 5 MB

Favicon: Minimum image dimensions: 32 (w) x 32 (h) pixels - Maximum image dimensions 72 (w) x 72 (h) pixels. Max file size: 100 kB) or add an image URL.

Here is what your branding will look like:

screely-1659016902214.png

Step 3. Select your default list header style

Select if your list should show the list owner or the company more prominently by default. You are also able to change this on a list level as well.

Step 4. Customize your list colors

Customize your list colors by applying your company identity colors to the primary and secondary buttons in your client portal.

Working with Multi-Brand? Add Themes / List Appearances to your Custom URLs

You can customize the theme and appearance, including the logo, banner, favicon, and brand display name, and apply it to each of your custom URLs on Candidately. This allows you to create a distinct and personalized experience for different brands on your client portals.


Follow these steps to set up themes for your custom URLs:

  1. Apply the theme to the corresponding domain, as shown below:

Now, your custom URL will reflect the selected theme/appearance, providing a unique and branded experience for each portal.

Pro Tip πŸ’‘

We recommend using Canva https://www.canva.com/ for creating accurate branding assets like logos or header images.

πŸ‘‹ We are always here for you if you need us!

Remember, our whole team is around, almost 24/7 to support you! In fact, you can simply press the messenger button on the bottom right of this page to start chatting with us! Our team will be happy to assist you.

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