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Branding represents the face of your company and plays a key role in creating a recognized and reputed business. Well-strategized branding helps you gain leverage over your competitors by anchoring your business as a fine establishment in the marketplace.
While using Chargebee Billing, you can ensure that the checkout pages, customer portal, emails, and invoices reflect your brand effectively with your company logo, icons, and color schemes.
Ensure that you have enabled the following features on your Chargebee Billing site before setting up your brand elements:
If not already done, you will be prompted to configure the above features before setting up the brand elements in your site as follows:
Setting up your branding elements in Chargebee is easy. Follow these steps to configure your brand styles:
Log in to your Chargebee Billing site and navigate to Settings > Configure Chargebee > Brand Styles.
On the Brand Styles page, click the tabs Logo & Color, Email, Invoice, Checkout, and Self-serve Portal to customize your brand styles for each of them respectively.
To configure the logo and color of your brand, follow these steps on the Brand Styles > Logo & Color tab:
Brand elements: These elements appear on all your customer-facing emails, invoices, credit notes, checkout pages, and self-serve portal. You can drag and drop or browse to add your brand elements such as Logo, Icon, and Favicon.
Brand color: This color appears to highlight buttons and links on your customer-facing essentials. Pick a color from the range of given options. The color you pick will be brought in to play in buttons, links, and other highlights in customer-facing elements like Email, Invoice, Checkout page, and Self-serve portal. If the color is not available in the pallet, you can add your custom color in HEX code format.
Click Apply to save your changes.
To configure the brand style of your email, follow these steps on the Brand Styles > Email tab:
If you want to update your brand elements and color, click Add/Manage Logo & Color to customize your brand elements and color.
You will be redirected to the Logo & Color tab, where you can add or update your elements and brand color. Click Apply.
On the Email tab, click Customize layout or the animated blue icon, and Choose a logo type to be displayed on your emails with desired properties. You can select from the following options:
Logo: The logo image that you uploaded will be displayed on your emails.
Icon: The icon image that you uploaded will be displayed on your emails.
Text: You can display a text content on your email headers.
None: Select this option if you don't want anything to be displayed on your email headers.
Click Apply Changes to create a custom brand style for your brand's email.
Click Send test mail, verify your email address, and click Send Email to send an email to your preferred email address for email template verification.
Preview the sample email to verify your configuration.
To configure the brand style of your invoice, follow these steps on the Brand Styles > Invoice tab:
If you want to update your brand elements and color, click Add/Manage Logo & Color to customize your brand elements and color.
You will be redirected to the Logo & Color tab, where you can add or update your elements and brand color. Click Apply.
Click Customize layout or the animated blue icon, and Choose a logo type to be displayed on your invoices with desired properties. You can select from the following options:
Click Preview sample invoice to verify your invoice brand style configuration.
Preview the sample invoice PDF to verify your configuration.
To configure the brand style of your Checkout page, follow these steps on the Brand Styles > Checkout tab:
If you want to update your brand elements and color, click Add/Manage Logo & Color to customize your brand elements and color.
You will be redirected to the Logo & Color tab, where you can add or update your elements and brand color. Click Apply.
Click Customize layout or the animated blue icon, and Choose a logo type to be displayed on your brand's checkout page. Whatever you select here will be applied to both Checkout and Portal. You can select from the following options:
Click Apply Changes.
Click See it in action to preview your checkout workflow.
A preview of your end-to-end checkout workflow gets displayed right here, where you can verify your brand style configuration.
Checkout and Self-serve Portal has the same configuration. Hence, applying changes to Checkout or Self-serve Portal will be effective for both.
After adding your brand styles to the Self-serve Portal, click See it in action to preview your portal workflow. (Note that if you are using Checkout or Self-serve Portal via API, you will not be able to see below screens, and an error will be displayed.)
A preview of your end-to-end portal workflow gets displayed right here, where you can verify your brand style configuration for all portal actions.
