Creating and Managing a Brand Board

What is a Brand Board?

A Brand Board is a centralized hub within your CRM where you can define and manage the core visual elements of your brand. It stores your logos, color palette, and font selections in one organized location. Once established, these assets can be easily applied to emails, websites, funnels, and other marketing materials to ensure a consistent and professional brand appearance.

Creating a Brand Board

You have several options for creating a Brand Board, depending on your starting point.

Accessing the Brand Boards Area

1. Navigate to the Marketing section in the main menu.
2. Click on Brand Boards in the top navigation bar.
3. Click the + Add a Design Kit button.

Choose Your Creation Method

• Start from Blank: Manually add all your brand elements.
• Select a Template: Begin with a pre-designed style and customize it.
• Website URL Import: For the fastest setup, paste the URL of your existing website or landing page. The system will analyze the page and attempt to import detected logos, colors, and fonts to create a starting point for your Brand Board.

Configuring Your Brand Elements

After choosing your method, you will configure the three main sections of your Brand Board.

Adding Logos

1. Click the Logos tab.
2. Upload your primary logo. You can also upload a secondary or alternative logo.

Defining Brand Colors

1. Click the Colors tab.
2. Add your brand colors. You can input HEX codes or use the color picker.
3. Rename each color for easy identification (e.g., “Primary Blue,” “Accent Orange”).
4. A Brand Board must contain at least 2 colors and can hold up to 10.

Setting Up Typography

1. Click the Typography tab.
2. Select your brand fonts from the dropdown menus. You can add between 1 and 5 fonts.

Managing Your Brand Boards

• Setting a Default: To make a Brand Board the default for new projects, click the three-dot menu next to it and select Set as Default.
• Editing: To modify an existing Brand Board, click its three-dot menu and choose Edit.
• Deleting: You can delete a Brand Board via its three-dot menu. This action is permanent and cannot be undone.

Frequently Asked Questions

Do changes to a Brand Board update my old content?

No. Modifying colors, fonts, or logos in a Brand Board does not retroactively change existing emails, funnels, or websites. The updated assets will only be available for use in new projects. Existing content remains as it was originally designed.

What is imported from a website URL?

The import feature scans the provided webpage to detect visual brand elements like logos, prominent colors, and fonts, then uses them to pre-populate a new Brand Board for you.

Where are the uploaded logos stored?

Logos added to a Brand Board are saved in a dedicated folder within your CRM's media library, named after the Brand Board. This provides quick access for use across the platform.

What are the limits for assets in a Brand Board?

You can add up to 2 logos, 10 colors, and 5 fonts in a single Brand Board.