In this guide, you’ll learn how to set a default request message, add a branded banner image, define your supplier program name, and specify a primary contact—all in one place.
Introduction
Customizing your outreach emails helps you create a consistent brand experience and save time when communicating with suppliers.
Step-by-Step Guide
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Access Company Settings
- Click your avatar in the top-right corner of the navigation bar.
- From the drop-down menu, select Company Settings.
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Navigate to Default Request Text
- In the left-hand navigation menu, select the Default Request Text page.
- Here, you’ll find the fields to customize your outreach emails.
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Set the Default Request Message
- In the Default Request Message field, enter the default message you want to appear whenever you draft a data request in product.
Tip: You can still edit the text for individual requests as needed.
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Add a Company Banner Image
- Find the Company Banner field and paste the URL of your chosen image.
- This banner will appear at the top of your outreach emails.
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Name Your Supplier Program
- In the Supplier Program Name field, specify how you’d like your supplier engagement or collaboration program to be referred to in emails.
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Add Your Contact Details
- Fill in the Company Contact Name and Contact Email fields.
- These will be used as the main point of contact for any follow-up or questions from suppliers.
Common Issues & Tips
- Contact Information Up to Date: Keep the Company Contact Name and Contact Email current so suppliers always know who to reach out to.
Conclusion
You’ve successfully customized your outreach emails by setting up a default request message, banner image, supplier program name, and contact details.