Add company branding to Email Templates

Steps to brand your Email Templates

1 Upload your logo to your accessplanit platform
2 Identify your colour codes
3 Update your Email Templates

Related Help Guide Pages

Learn how to update your Email Templates to include your business colours and logo for beautifully branded emails!

Including your company’s brand colours and your logo in your emails is an easy and effective way to establish a professional and recognisable identity with your customers!

Branded emails are not only more pleasant to read, they also look more professional, and support brand recall which ensures your customers associate your communications with your company and brand, this means they are more likely to remember you the next time they are looking for training!

If the emails sending out from your accessplanit platform are not yet branded, follow this page to learn the steps to update them to include your logo and company colours.

Please note

This process requires technical expertise, including HTML editing, to create well-branded emails. If you'd prefer our team to handle this for you, we offer it as a professional service. Please contact your Customer Success Manager for more details.

Upload your logo to your accessplanit platform

Within this step you will upload the logo image that will be displayed at the top of your emails to your accessplanit platform

Identify your colour codes

This step is to choose whether you would like to use one or two colours, and which colours you would like to use in your Emails

Update your Email Templates

This step is where you will update your existing Email Templates to be branded

To update your Email Templates, you will follow these steps:

Set up the HTML for your emails
Copy the content of your existing Email Template into Notepad
Add in the branded HTML
Test your Email Template and save your changes

Set up the HTML for your emails

This step will provide you with the foundation HTML to use within your emails

Copy the content of your existing Email Template into Notepad

This step will ensure that the current content of your Email Template is still used in your newly branded emails

Add in the branded HTML

This step is where you will combine your HTML and your email content together

Test your Email Template and save your changes

This step is where you will test the changes to your Email Template before you save!

Repeat this process for each Email Template that you would like to brand!

Knowledge Base