Email Branding
Customize email notifications with your branding, logo, colors, and sending method.
What is Email Branding?
Email Branding lets you personalize all notification emails sent through Unificus. This covers invitations to access your portal, file upload alerts, overdue payment reminders, and more.
With these customization options, you can adjust sender details, incorporate your company logo, and match your brand colors. Setting up email branding is essential for a fully white-labeled experience and helps ensure your notifications reach inboxes rather than spam folders.
To modify the actual text content within emails, see Email Templates instead.
Learn about Portal Access Invitations
How do I customize my Email Branding?
Go to Flyout Menu > Email Branding.
From Name and Company Name
Enter your From Name and Company Name for outgoing messages.
From Name: Appears in the recipient’s “From” field. This value populates [From-Name] placeholders in your Email Templates.
Company Name: Fills [Subject-Company] placeholders found in Email Templates.
Choosing Your Email Sending Method
When you first create an account, a default sending method is already active.
By default, emails come from your organization’s name using no-reply@portalmailbox.com.
You can change the global From Name and Company Name used in related placeholders.
Use SMTP to Send Emails
Configuring SMTP allows the platform to route notification emails through your own email account.
Currently active for Marketing Emails is turned on by default.
Provide your Host details (Login/Email, Password, Port, Encryption), toggle SSL warning handling as needed, and click Save.
Domain Verified Sending Method
The platform can send messages on behalf of an email address tied to a domain you own.
Complete the Domain Verified Sending setup by entering your domain name.
Click Save Domain.
Step-by-step guide to authenticating your domain
Gmail or Google Workspace
Connecting Gmail or Google Workspace lets the platform send notification emails through your Gmail account.
Select Sign in with Google to link your Gmail or Google Workspace account.
Choose which account to connect.
When your Google Account is selected, decide what Unificus can access.
Then pick Currently active for Transactional Emails and/or Activate for Marketing Emails.
Microsoft
Connecting Microsoft enables the platform to send notification emails through your Microsoft account.
Click Connect Microsoft Account to begin.
Sign in with the account you wish to connect.
Select Activate for Transactional Emails and/or Activate for Marketing Emails. Check the boxes and click OK on the confirmation notice.
Finally, select Currently Active for Transactional Emails.
Email Sending Testing
After selecting your sending method, test it by sending yourself a sample email to confirm all settings work correctly. Pick your chosen method and enter your email address under Confirm Email Sending Settings.
Clicking Test Email Sending triggers a confirmation that your test message was accepted.
Check the inbox where you sent the test—you’ll find an email titled SUCCESS: Default Sending Method is configured properly! This shows you how your branded emails will appear.
Custom Email Logo and Colors
Upload your Company Logo to display in email notifications. For best results, use a 200px by 60px image.
Use the Logo Position dropdown to adjust alignment or hide the logo entirely.
You can also update the Background Color to match your platform’s design and set the Footer Items color, which are editable in the section below.
Footer Information
Personalize your footer with social media icons/links, footer text, and business details or legal disclaimers.
Social Media and Profile Icon Packs
Add links to your social channels in the footer.
Click the arrow beside each icon pack to preview the available styles.
Check the icon pack you’d like to use, toggle the specific links you want, then use the arrows to enter your URLs for each icon.
Footer Content
Modify or remove the text displayed at the very bottom of your footer.
Business Info and Disclaimer or Legal Statement
Many organizations are required to include legal notices or compliance statements.