How to Brand Your Event Portal

SOP: Branding and Customizing the Event Portal

Objective

This SOP explains how to apply and manage branding settings for an event portal, including colors, images, invoice templates, terminology, and display options. Follow these steps to ensure the portal and related customer-facing materials match the event’s brand and user experience requirements.

Key Steps

1. Configure the portal color scheme 0:01

• Go to Event Setup and open Step 2: Branding.

• Set the primary color, secondary color, and font color.

• Confirm the colors display correctly across both the admin side and the exhibitor side.

• Verify the color scheme appears consistently in areas such as the sign-up flow and exhibitor portal buttons.

2. Add and update branding images 0:34

• In the branding area, update all relevant image assets used throughout the portal.

• Replace or upload the header image shown in the portal.

• Add or update the event overview background image on the home page.

• Upload the event logo.

• Update the favicon so the browser tab reflects the event brand.

• Review each image editor to ensure the correct asset is assigned to the correct location.

3. Brand invoice templates 1:04

• Navigate to Content and open Invoice Editor.

• Select the appropriate invoice template for the order type, such as: 

  • Balance due invoice

  • Paid in full confirmation

• Upload the event logo into the invoice template.

• Adjust the header color to match the event branding.

• Review the invoice content to ensure it aligns with the event’s tone and formatting standards.

4. Rename default company labels in Advanced Settings 1:28

• Return to Event Setup and open Advanced Settings.

• Change the default label Company to the term used by your event, such as: 

  • Exhibitor

  • Sponsor

  • Partner

  • Vendor

• Confirm the new label is reflected wherever the company name appears in the portal.

5. Adjust branding-related checkout and inventory settings 1:48

• In Advanced Settings, review branding-related display options.

• Enable or disable the following based on event requirements: 

  • Terms and conditions on the checkout page

  • Inventory display for products, including quantity available and remaining

  • Discount code field visibility

• Confirm the checkout experience matches the desired branding and purchasing flow.

6. Customize homepage card visibility 2:14

• In Advanced Settings, locate the Home Page Cards Display section.

• Review the available homepage cards shown in the portal, such as: 

  • Overdue tasks

  • Open balance

  • Booth staff

  • Booth number

• Toggle off any cards that should not be visible to users.

• Save changes and verify the homepage displays only the intended cards.

Cautionary Notes

• Do not change branding settings without confirming the event’s approved style guide.

• Be careful when hiding checkout fields or homepage cards, as this may affect user access to important information.

• Verify changes in both admin and exhibitor views to ensure consistency.

• Check invoice templates carefully before publishing, since they are attached to customer order confirmations.

• Confirm terminology changes do not create confusion for internal users or exhibitors.

Tips for Efficiency

• Prepare all brand assets in advance: logo, favicon, header image, and background image.

• Use a checklist to confirm each branding area is updated: colors, images, invoices, labels, and display settings.

• After making changes, review the portal in a test or preview environment before going live.

• Keep a record of approved brand colors and terminology to speed up future updates.

• Make one category of changes at a time so issues are easier to identify and correct.

Link to Loom

https://loom.com/share/84ee53d1b91d44a0a15e5c5adf7e375c