How to use Brands

A Brand is the image and personality of the products and services that your business provides. Building your Brand(s) in the Insightly Service App will help your customers recognize your business, define their experience, and inspire trust in the support you provide.

In this Article

How do Brands work?

Each account starts with a Default Brand, which can be renamed at any time but cannot be deleted. This Brand will be associated with your default Portal.

Admins on the Enterprise plan can create multiple Brands with separate Portals. Agents working in a single Service App account can better assist customers by tailoring their interactions based on the Brand.

Before your customers can open requests, the Portal the Brand is associated with must be enabled.

Email Settings

Admins can set up separate support email addresses for each Brand in System Settings > Email Settings. A maximum of 10 support email addresses can be created for each Brand.

Insightly can then automatically assign any incoming support requests to that email address to a specified Queue.

If a Brand has an email address associated with it, that Brand cannot be deleted.

How to Create a Brand

  1. Go to System Settings > Brands. Click Add Brand.
  2. Enter the brand details as well as the brand email address details. Configuring the email details of a new brand ensures that incoming support requests are directed to a specific email inbox for the brand.

  3. Check the Service Portal Enabled checkbox. If necessary, this can be disabled in the future by editing the Brand.
  4. Click Save Brand.

How to Delete a Brand

When you delete a Brand, it cannot be recovered. End-users and agents will not be able to submit Tickets or visit the Portal associated with that Brand.

If the Brand is Service Portal Enabled, you will need to disable it to delete it.

  1. Go to System Settings > Brands. Find the Brand in the list and click the three-dot menu.
  2. Select Delete Brand.
  3. A warning will appear: Are you sure you want to delete this Brand?
    Click OK.
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