Organization Branding

This guide provides a step-by-step process for creating and customizing a referral email template, making it easy for organizations to brand and enhance their communication with clients.

Branding External Correspondence

Templates/appearances configured in CS admin inform referral emails, survey & document requests, and public intake forms

1. Navigate to:

🇨🇦 https://admin.ca.211cs.org/settings/referral-email-template 🇺🇸 https://admin.211cs.org/settings/referral-email-template

2. Select the "+ New Template" option.

3. Begin adding in org-specific details, starting with where "reply-to" emails will be routed to within your organization

4. Click the "*Header Logo" field to add your organization's logo

5. Click "*Header Background Color" to further color-brand your org logo

6. Click here.

7. Type a Header message

8. Type a Footer header message

9. Complete filling out the remaining footer text

10. Complete the "sent from" messaging"

11. Click the "*Footer Background Color" field to set brand color in the footer

12. Click the "Facebook Link" field to add in orgs Facebook page

13. Click the "X (Previously Twitter) Link" field to add in orgs X account page

14. Click the "Instagram Link" field to add in orgs Instagram page.

15. Click the "Footer Button URL" field to add text to the footer button

16. Click the "Address" field to add orgs address to the end of the email

17. Click and complete the Privacy Policy Link, etc.

18. Click "Update" to save the template

19. Click "OK"

Public Intake Branding

1. Click "Appearance"

2. Click this file field.

3. Click the banner link field to add your organization's page direct link

4. Click "Update"

5. Click "OK"