Branding
iKnow allows us to add our church branding to our iKnow login screen, emails and letters, that are sent out from the iKnow system. We are able to customise the images, that are included in the headers and footers of emails and letters, as well as the images that appear on our login screen. We can also change the text that is included in our email and letter headers and footers.
To create our branding, we will need to go to Settings, in the menu, and click Branding.
If we are in the Administrator Role, we will see 3 tabs, Communication, Printouts and Login Screen. If we are in any other Role, we will only see the Communication Tab.
Communication, will allow us to create templates for emails and letters sent using the Communication Suite, as well as automated emails, such as Rota Reminders.
Printouts, allows us to add a logo to the reports created in iKnow, such as Room Booking reports.
Login Screen, allows us to add a logo and background image to our iKnow login page.
Login Screen
To add images to our login page, go to the Login Screen tab. We can then add a logo, which appears above the username and password fields, by clicking the cloud icon, labelled Logo. We need to select our image, from our computer hard drive, and we will see a preview of the image appear. If we’d prefer people to see the iKnow logo, don’t upload an image here.
If we want to add a background image, we need to click the cloud icon next to Background, select our image from our hard drive, and we will see a preview appear. If we don’t add an image, the background of our login page will remain white.
We recommend that the file size of the images, used for the logo and background, is no more than 5mb.
To see a preview of the login page, before we save our changes, we need to click the Preview button. If we’re happy with the images we’ve added, we can click Save, and the changes will be live on our iKnow login page, straight away.
If we want to go back to the standard iKnow login screen, we can click the Default button.
Printouts
To add a logo to our iKnow reports, we need to click the Printouts tab. We can then click the cloud icon, and select the logo image from our computer hard drive. The image should be 250 pixels wide and 200 pixels high, so that it displays correctly on our reports. The image will appear in the header of each page of our document.
Communication
To brand our emails and letters, that are sent through iKnow, we will need to click the Communication tab.
If we are in the Administrator Role, there are 2 sections in the Communication tab, one for Global Templates, and one for Local Templates. Global Templates can be used for any location in our iKnow, while Local Templates can only be used for the location they were created for. If we are in any Role, other than Administrator, we will only see the Local Templates.
We will see a default template, which is the template that will be used on our emails and letters, sent through the Communication Suite, unless we select a different template in the Communication Suite. We can edit the template by clicking the orange pencil icon.
At the top of the page, we are able to change the name of the template. We can then edit the Email template and, below that, the Letter template.
To add an image, for the header of our email template, we need to click the cloud icon, next to Header Graphic, and select our image from our hard drive. The default setting for the header image, and the footer image, is for it to be the full width of the email.
Below this, we can add any header text we would like to appear. This will appear below the Header Graphic.
In the next section, we can add our footer text, which appears below the Footer Graphic and, below that, we can add our Footer Graphic by clicking the cloud icon.
The final section, for the email template, is the Stylesheet Code, which controls the layout of the header and footer sections in our email. If we are not familiar with CSS, we can leave this section as it is. If we do know CSS, or have someone who does, and we wish to make adjustments, then we can make changes here.
If we would like to see how the template looks, before saving it, we can click the Preview button.
Next, we will see the Letter Template options, which reflect the email template options. These are set in the same way as the email template.
Once we are happy with our templates, we can click the Save button, and our template will start to be used on our email and letter communications.
Global and Local Templates
We are able to create additional Global Templates, under the Communication tab, by clicking the Add Global Template button. Any additional templates that we create, will be available for us to select in the Communication Suite and to use with our Processes.
Local Templates can be added in the same way, but can be added by those in the Administrator Role, and those in other Roles. If we are not in the Administrator Role, we will be able to see Global Templates, but we won’t be able to edit or add them.