17

Setup

Last Update 8 months ago

Company Branding Company Numbers Email Settings SMS Settings Text to Speech

Company Branding

Company Branding allows you to customize your DCDial portal with your company name and logo.

Your corporate branding will be placed in both the admin portal and agent interface as well as in survey links. You can also customize the payment portal with your own domain name and branding. Through this customization, your DCDial interfaces will present your own brand to your employees and your clients. 

  • Company
The name of the company.
  • Industry
The line of business.
  • Actions


    • Associations: Hover over the icon to view the campaigns using the company name.
    • Default: The company is set as your default option. The company information entered during the signup process will automatically be added and set as your default selection. A company can be associated with a campaign from the Modify Campaign page.

Please Note: The payment portal will reflect the default company information and branding.

    •   Not Default: The company is not set as default. Click the icon to set the company as your default option.
    • Active: The company is active. Click on the icon to deactivate the company.
    • Inactive: The company is inactive. Click on the icon to activate the company.
    • View Activity Log: Click the icon to view a summary of events. Learn More About the Activity Log
    • Modify: Click the icon to modify the company information. Learn More About Modifying Company Name
    • Delete: Click the icon to delete a company. A confirmation screen will appear to confirm the deletion.

ADD NEW COMPANY

Step 1. Click on the ‘Add New Company’ button on the top right to create a new company record. Complete the required fields in the pop-up window and click ‘Create’ to proceed. You will see a confirmation once the company has been created successfully and you will be redirected to the company details page to complete the setup process.

  • Company Name
Enter the company name.
  • Select Industry
Select in which industry your company operates.
  • Company Phone Number
Enter the company's contact number.
  • Street Address
Enter the company's street address.
  • Select State
Select the state where the company or headquarters are located.
  • City
Select the city where the company or headquarters are located.
  • Post Code
Enter the company's zip/postcode.
  • Select Country
Select the country where the company or headquarters are located.


Step 2. Configure the company branding settings on the details page. When done, click on ‘Submit’ to save your changes.

  • Company Name
The name of the company.
  • Company Legal Name
The company's official name.
  • Industry
The industry in which your company operates.
  • Phone Number
The company's contact number.
  • Company URL
Add the company's website URL to this field.

 Please Note: Anyone who makes a payment using the DCDial payment portal will be automatically redirected to the company's website upon payment completion.

  • Company Email
The company's email address is used for the internal email communication between your company and DCDial.
  • Address
In these fields, please specify the address where the company or headquarters are located.
  • Support Email
Enter an email address that customers can use to reach out to your company for support and technical assistance. You can dynamically insert the support email into the page footer on the payment portal.
  • Support Phone Number
Enter a phone number that customers can use to reach out to your company for support and technical assistance. You can dynamically insert the support phone number into the page footer on the payment portal.
  • Payment Profile
Use Payment Profile to assign multiple payment gateway providers to a specific company. First, create payment profiles under the Payment Profile tab.
  • CC Payments Email
Enter a company email that you want to use to receive copies of the customer payment receipts. You can adjust the CC Company settings under the General Settings tab.
  • Email Settings
Connect a corporate email to DCDial to send one-to-one emails from the internal portal. By connecting your corporate email, you give DCDial permission to send emails to your customers on your company's behalf.
  • Email Signature
You can add a professional email signature to establish a personal association and connection with the customers receiving emails from you. The signature may include your branding, social media links, contact information, legal disclaimers, etc.
  • Upload Logo
  • You can personalize your DCDial system by replacing the DCDial logo with your own logo. Your branding will apply to the admin, agent, and payment portals. Click on 'Choose File' to upload a logo and resize the image as needed.
  • Upload Favicon
  • A favicon (also known as a shortcut icon, website icon, tab icon, URL icon, or bookmark icon) is a small icon that displays in the browser’s address bar next to the page name. Adding your favicon will provide a convenient way for your visitors to identify your page if they have multiple tabs open. Click on 'Choose File' to upload a logo.

Please Note: We recommend using a PNG file with a transparent background.

MODIFY COMPANY

Click on to modify the Company. 

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