Brand Selector for SalesMailers who represent various communities/brands!

Brand Selector for SalesMailers who represent various communities/brands!




Many SalesMailers need to represent various communities/brands - whether they are a corporate or regional sales specialist, an internet specialist, or maybe they are stepping in to help out with another community.  We wanted to make it as easy as possible for these SalesMailers to represent the appropriate community brand (logo, colors, contact info, etc.) when reaching out with video.  We are proud to announce the new Brand Selector for SalesMail!

Users with this feature enabled* can use a simple drop-down Brand Selector on the video share or details screen in the SalesMail mobile app or in the SalesMail Desktop Portal to select the brand for their video.  This will instantly change the branding that is displayed when they share the video and when someone watches it.

*Reach out to your Client Success Specialist to get enable this feature.

Frequently Asked Questions

How do we enable the Brand Selector feature?   Reach out to your Client Success Specialist or email us at  support@heartlegacy.zohodesk.com  with a list of the users who need access to multiple brands and the names of the brands/locations they need access to.  See example of the specific data we need at the end of this article.

How many brands can we use in our account?  We can set up brands to represent each of the locations that your organization has a SalesMail contract for.  If you need to add additional brands/locations, reach out to your HeartLegacy sales executive.  

Can I display a different email address, phone number, job title, etc. when I reach out on behalf of different communities/brands?   Yes!  If you need to use a different email address, phone number, job title, etc. when you are reaching out on behalf of a certain community, please include that information when you reach out to your Client Success Specialist to set up the feature. 

How do I change the brand on a SalesMail video?  Once this feature is enabled for your user account , you will see a drop down Brand Selector on the video details and share pages in both the SalesMail mobile app and the SalesMail Desktop Portal .  Once you update the brand for that video, anybody that accesses that video will see it with the new branding.  

In the SalesMail mobile app, tap the Results button along the bottom and then tap the small gray arrow to the right of the video you want to brand.  The Brand Selector drop-down will appear above the video.  When you create a new video or share an existing video, you will also see the Brand Selector below the video on the share screen.


In the SalesMail Desktop Portal, select 'Results' on the lefthand menu and then click the green envelope next to the video you want to brand.  The Brand Selector will show up beneath the share buttons as seen below:  

 


Setup Information 

If you or your team members need to represent more than one community/brand, create a list of those users and which communities/brands they should each be able to represent.  Brands can only be set up for communities your organization has a SalesMail contract for (if you need to add communities, reach out to your HeartLegacy/SalesMail sales executive).  Indicate if they have a special email, job title, phone number, etc. for each brand they represent.  Example below.  Send this information to us at support@heartlegacy.zohodesk.com.

 User: John Valentino, johnv@organization.com , Regional Sales Specialist

Brands:

Community A

Community C

Community E – for this community John will use this email address for the Email Me link: johnv@communitye.com  and job title of Interim Community Relations Director

 

User:   Abbi Grant, abbig@organization.com , Corporate Sales Specialist

Community A

Community B – For this community, Abbi will use the phone number 555-123-1234 and job title – Interim Sales Director

Community C

Community D

Community E