Brand and white label

Relator has two brands. The client brand (or your business’s, in an own-business account) goes into reports, the PDF and the delivery email. It is detected from the client’s website and logo: there is no color field to fill in. The agency brand is the agency’s logo and name in “Prepared by” and in the email sender. Removing the Relator brand from what the client sees is white label, which depends on the plan.

Before you start

• Add the client’s Website in Client › General. Relator reads the logo and colors from it.
• If you upload a client logo, use PNG, JPEG or WebP up to 1 MB.
• Client brand: the agency team and the client’s admin can edit it. In an own-business account, you.
• Agency logo and white label: the agency owner or an admin, on a Pro, Scale or Enterprise plan.

Client brand

1. 1
   Step 1

   Open Client › Brand

   Click Settings and, in the Client group, with the right client in the switcher, click Brand.

2. 2
   Step 2

   Check what was found

   The Logo and colors found card shows the logo, the Primary, Secondary and Accent colors and where they came from. Next to it, the Preview shows the result in the Report, PDF and Email tabs.

   Illustrative screen

   Korra/Brand

   Ask RelatorAIPT

   BrandDetected from Korra’s website and logo. It goes into reports, the PDF and emails.

   Logo and colors found

   Read from korra.com.br: header logo, theme color and logo colorsDetect again

   1

   Where the brand shows up

   • Client portalKorra logo at the top. The app keeps Relator colors
   • Report (app, link and PDF)Cover, header, charts and footer
   • Report emailLogo, button color and sender named after the agency

   2

   Show “Prepared by Farol”

   Report footer (optional)Confidential data. Internal use.

   3

   • Remove the Relator brandIncluded in your plan: the Relator brand does not show to the client.

     Active

   1. 1Detected logo and colors. Upload another logo swaps the logo and redoes the colors; Detect again rereads the website.
   2. 2The same brand applies everywhere, with nothing to set for each place.
   3. 3“Prepared by” and the optional footer.

3. 3
   Step 3

   Swap the logo, if needed

   Click Upload another logo to use your own file. The colors are redone from the new logo. To read the website again, click Detect again.

4. 4
   Step 4

   Choose the “Prepared by”

   On, the report footer shows Prepared by and the agency name. Off, the client sees no brand other than their own.

5. 5
   Step 5

   Write the footer (optional)

   Open Report footer (optional) and write up to 280 characters. The text shows at the end of each report and PDF page.

6. 6
   Step 6

   Save

   The save bar shows at the bottom when something changes. Click Save. The next reports already go out with the new brand.

Agency logo and white label

• The agency logo is in Settings › Agency › Agency profile, under Agency logo: upload the file (PNG or JPEG up to 1 MB, 256×256 or larger recommended) or type the website and use Fetch logo.
• The agency logo and name show in “Prepared by” and in the report email sender.
• With white label on the plan, Remove the Relator brand shows as Active in each client’s Brand: the Relator brand does not show to the client.

Where each brand shows up

• Client logo

  Where it shows up

  At the top of the client portal, in reports (app, link and PDF) and in the delivery email

• Client colors

  Where it shows up

  Report, PDF and email. The app and portal keep Relator colors

• Report footer

  Where it shows up

  End of each report and PDF page

• Agency logo and name

  Where it shows up

  “Prepared by” and the report email sender

Common problems

• “Add the client’s website in General to detect the brand.” The client has no website. Fill it in Client › General and click Detect again.
• “We could not read the website right now.” or “The website took too long to respond.” Try again later or use Upload another logo.
• “The file is over 1 MB.” Shrink the image and upload again.
• I changed the brand and the dashboard looks the same. Expected: colors apply to the report, PDF and email, not to the app screens.