Multiple Branded Experiences on the Same Instance (v6.3.2+)

New in v6.3.2, it is possible to host multiple distinct Brands on the same instance, with the same domain (all users will access Metric Insights via the same domain/hostname). This new functionality is an improvement over Multiple Branded Experiences on the Same Instance (Prior to v6.3.2) but there are considerable differences.

The new approach:

  • Requires the same domain for all users
  • Maps branding based on a User's Group, rather than the domain at which the instance was accessed (in other words, User A in Group A will see Brand A, User B in Group B will see Brand B)
  • Is more complete; a full-featured Brand Editor is available for configuration of each brand

This article covers the following functions:

  1. Create a New Brand
  2. Assign Groups to Use a Brand
  3. Add Additional Brands and Groups

As an Admin when you want to test out Branding options you have set:

  • Please assign yourself as a member of the assigned Group temporarily
  • Logoff 
  • Clear cache
  • Sign back on to Metric Insights to view associated Branding settings

1. Create a New Brand

Access: Admin -> System -> Branding

Branding - Google Chrome

1.1. Enter Basics on popup

Branding - Google Chrome
  1. Name: of new Brand
  2. Portal Name:  Name that appears on Portal tab
  3. Theme: Your theme is created for you by our Support Team. To obtain the name, please contact "support@MetricInsights.com".
  4. Catalog tab label: Renames the default Catalog tab for this Brand
  5. Email from name:  Free-form input

[Save] to open Editor

1.2. Complete Configuration  

Screen Shot 2021-12-13 at 8... - Google Chrome

From your computer:

  1. Upload a Catalog tab Icon
  2. [Upload Logo]
  3. Email from name: This name will be used on Bursts

Scroll Down to Images Section

Brand - Google Chrome
  1. [+Upload New Header]  to upload custom images from your computer.
  2. Select new Header from the grid to display the preview above
  3. Repeat for Footer images

You can upload as many images as needed. These images will then appear as options for custom headers/footers for Digest Templates. 

For more details on Applying Headers, Footers, and Themes to Email/Digest Templates see Configuring Custom Email Template Header/Footer Images for a Brand

1.4. Enable and Save

Brand - Google Chrome

2. Assign Groups to Use a Brand

Access Group tab

Brand - Google Chrome
  1. Use Multi-select feature to choose Groups
  2. [+Add Selected]

3. Add Additional Brands and Groups  

Brand - Google Chrome

Repeat above steps to add additional Brands