Each user has the ability to set their calendar invites and meetings the way that suits their process the best. However, certain calendar components may be set by a team admin to provide a unified look for the entire team.
Your team's Meetings can be managed from the Meetings tab located under the Communication section in your Admin settings.
In this article, you will learn about the Meetings admin tab, including:
While your teams meeting invites may be "Powered by SalesLoft," using your own name and logo gives your invites the a genuine look that your customers trust. This is where custom meeting branding can help.
Branding your team's meetings means you get to customize the appearance of the calendar page when you team sends on a link. The branding components apply to the calendar page where prospects and customers can select and confirm meetings dates.
Let's take a look at the different steps to set up your team's branding in your meeting invites.
Enable Company Branding
Enabling branding is the first step in team-wide, meeting branding. By toggling the feature on (so the button is blue), the logo and branding specific you set, will apply to your team's meeting invites.
If you set a team branded appearance, but do not enable company branding, the meeting invite will appear as the default SalesLoft option.
Your company logo is the image that most people associate with your brand. So adding that to any customer facing communication verifies what you send.
Things to Note: Uploaded images must fit the following formatting guidelines:
- File size limit: 2 MB
- Supported format: PNG
To upload an image that will be used as your logo, follow these steps:
- Go to the Meetings admin page, listed under the Communication section. Under the Branding tab, go to the Upload Logo section.
- Select the logo image from your desktop or file on your computer.
- Drag the image into the Upload Logo section.
- Hit Save.
The logo box will act as the preview for whatever logo and branding you set. Below the box you can make changes to the logo including:
- Upload a New Logo: Change the existing logo by finding the file where your image is located.
- Remove: Deletes the existing logo.
Your background coloring determines the look behind your uploaded logo. Click through the different background options to preview how your logo will look.
Once you select your preferred background, hit Save.
Edit Team Name
When customers select a meeting, they will see the logo first and foremost. Your team name is also in the description. By default, the team name will be whatever name you have assigned your SalesLoft team in your General Settings.
If you would like prospects and customers to see the company name only, you can edit the team name in the textbox. Once the name is edited, hit Save.
After your branding is saved, anyone accepting a meeting invite will see the branding laid out with all of your specifications.