Custom email settings are an ideal option when looking to white label your panorama. When you combine this with panorama branding, the Panorama's logo, and color scheme, learners will have a seamless branded experience throughout their learning journey.
Use Case Information
If you want emails to match the branding of a Panorama, it's important to configure custom email settings.
When configured you can control the following:
Panorama Custom Email Settings
- Email Fields
- Email Sender Authentication
- Email Layouts
- Policies
Note
This article will focus on email settings specific to a panorama. To learn more about other branding areas like logos or colors, please see our article on Setting Custom Branding for a Panorama Account.
Enable Custom Email Settings
Before Email options will appear on the Design page, you have to enable custom email settings in the Panorama.
- From your homepage, select Panorama.
- Click the name of the Panorama you want to alter.
- In the left menu, select Settings > Primary.
- Scroll down and click the Enable Custom Email Settings? toggle to Yes.
- Once you're done, click Save at the bottom of the page.
Tip
If this option is disabled, the panorama will take on global site settings for emails.
Customize Email Settings
- From your homepage, select Panorama.
- Click the name of the Panorama you want to alter.
- From the left menu, select Site.
- Scroll down to see the Email options, including:
- Email Fields
- Email Sender Authentication
- Email Layout
- Policies
Note
More details about each of these options can be found below.
- Be sure to click Save at the bottom of the page after any changes.
Email Fields
From Address: Add the email address you would like learners to get emails from in this panorama.
From Name: Add the name you would like learners to get emails from in this panorama.
BCC Address: You can only choose one email for this field. This will be the email BCC'd on every communication we send to your learners.
Email Sender Authentication
By setting up SPF, DKIM, and DMARC on your DNS provider, you are validating that Thought Industries has the right to send emails on behalf of your organization, which means they're less likely to get caught in spam filters. These steps should be performed by a technical resource on your team, or whoever normally sets things up on your DNS provider.
Check out our article on Optimizing Email Deliverability for more details.
Email Layouts
Email Header: Add information you would like to be in each email header sent to learners in this panorama. Otherwise only your logo will show above the email content.
Email Footer: Add information you would like to be in each email footer sent to learners in this panorama. The footer will display between the email content and the 'manage preferences' note at the bottom of the email.
Policies
Email Capture Terms: Displays in the purchase widget on a detail page when an email is captured because the content item is inaccessible to the learner.