Default Settings
The "Default Settings" section allows Dashboard admins to define the default branding and personalization across accounts and campaigns. This means that the same branding/personalization will be automatically be applied to all campaigns under all accounts or a specific account, depending on where the default settings is edited.
The "Default Settings" sections live under both the company settings and account settings.
Company-level settings
Can only be edited by Dashboard Owners
Customizations will automatically be applied to all campaigns under all accounts
To access the default settings: Select your initials at the top right-hand corner of the Dashboard → General → Default Settings
Account-level settings
Can be edited by both Dashboard Owners and Managers
Customizations will automatically be applied to all campaigns under the specific account
To access the default settings: Make sure you're on the correct account → select the Account Settings on the lefthand navigation bar → select the Default Settings section
Gift Branding 🎁
Email Design
Customize the email subject line and content sent to your recipients.
Wrapping experience
Set your preferred default for gift wrapping options.
Greeting
Create a default greeting message that will be included with your gifts.
Select "Preview" at the top to preview the changes for account branding.
Advanced settings ⚙️
Gift Expiration Date
Set a default timeframe for how long gift links will remain valid for (ex. 60 days from send date)
Checkout Disclaimer
Set a default disclaimer message that will appear during the checkout process for your recipients
Redirect URL link
Specify a default URL where recipients will be redirected after claiming their gift
Disable Gift Reminders
Choose whether or not to enable gift reminder notifications by default for new campaigns
Gift Assets Impacted
Recipient Gift Email & SMS
Greeting Page
Thank you Page
Gift Reminder Email & SMS
Gift Expiration Email & SMS
Display Name & Logo
Company Display Name & Logo
Define the name and logo that will be prominently displayed to your recipients within their gifts. This name will be reflected under the merge tag @companyname automatically under all campaigns for all accounts.
Account Display Name & Logo
Account Display Name
The default gift branding currently uses the merge tag @companyname which will pull your company display name. By switching over to the account branding, the merged tag will be changed to @accountname, which will populate your Account display name instead for new campaigns.
Applying the Account Logo on the Snappy Dashboard
Within the Account Branding settings, you can also activate the use of the Account Logo on the Dashboard. Once activated, the Account Logo will replace the default company logo displayed at the top left-hand corner of the Dashboard.
Note: The settings configured in the "Default Settings" tab will only apply to new campaigns created after these settings are saved. They will not retroactively override the settings of any existing campaigns.
By leveraging the "Default Settings" tab, you can save time and ensure consistent branding and personalization for all your future gift initiatives. 🌟