Configure survey branding

This article will focus on the configuration aspect of survey branding. To learn more, see About branding and how it works.

• Enabling survey branding
• Adding a segment logo
• Previewing the branded survey and email
• Configuring branding via the attribute versus the branding page

Enabling survey branding

Branding is done independently of a schedule, however for each branding item there needs to be a relevant schedule, as well. There will be a default Company branding item that will allow you to customize the survey name and the survey logo for the overall company, and you can add custom branding for schedules of different segments, in order to override the company branding for employees of those segments.

To enable survey branding:

1. Go to Administration > Branding
2. Click on Add branding and choose the segment you would like to brand
3. Once created, go into the Branding tab to choose whether the segment should use company branding or target branding, if the segment's name and logo should override the company name and logo
4. To also add custom survey branding for employees of this segment, click the Engage tab and add a survey brand logo to appear alongside the existing branding. You can upload your survey logo as a PNG or JPG file. Use a 16:9 aspect ratio for best results.

Adding a segment logo

1. Go to Administration > Attributes
2. Open the relevant attribute
3. Click on the Edit segment option next to each segment
4. Expand the Advanced settings
5. Add the correct logo to within the Segment logo section

Note: when using segment branding, if a segment logo is not provided, the survey email will be branded with an auto-generated abbreviation of the segment name.

Previewing the branded survey and email

To preview the branded survey:

1. Go to Administration > Schedules > View
2. Click the Preview survey button in the top right corner
3. Click on Preview survey or Custom preview when previewing a different segment than the survey target

To preview the branded email:

1. Go to Administration > Schedules > View
2. Click the Email tab
3. Scroll down and click the Preview email button

Configuring branding via the attribute versus the branding page

Setting branding via creating a branding item will apply to the relevant schedule that is targeted to the same target segment. Setting branding via the attribute means that branding will apply to any schedule.