Configure email settings
3 min
Configuring default email template settings in Roster ensures consistent branding and appearance across all your emails. By setting a default email sender, header colors, button colors, fonts, and logo, you ensure uniformity and professionalism in communication.
These settings can be customized for a branded look for your organization, and you can even test the email design to see how recipients will view it. It's also possible to apply these brand-level settings to existing templates retroactively, allowing for seamless updates in active campaigns.
Step-by-step instructions
Access brand settings
- Click on your brand name or logo located in the bottom of the left-hand navigation.
- In the fly-out menu, select Brand Settings.
- When the Brand Settings modal appears, choose Email settings from the left navigation.
Set default email sender
- Select a default email sender:
- Choose from existing team members, or
- Select Custom to enter a sender name and email without needing to add that email address as a team member.
Customize default email branding
- Click the Edit and preview button to open the email editor.
- Customize the following options:
- Default header color.
- Default button color and button font color.
- Brand logo.
- Header image.
- Use the preview on the right to see changes in real-time.
- Send a test email to verify the appearance.
- Click Save to apply your changes.
Apply new brand settings to existing templates
- Navigate to the specific program, campaign, action, or milestone series with existing email templates.
- Open the email editor.
- Click Restore Default Branding.
- Confirm the prompt to apply new settings.
- For campaigns, optionally check the Apply branding to all emails in this campaign setting to also update all the other email templates within the campaign.
- Click Save to update the email template with the newly updated brand template settings.
Need help?
If you need any additional assistance with with your Roster account, feel free to contact our support team at [email protected]. We're here to help!