Modify Agent Branding

In this article, we're going to show you how to modify agent branding in a few simple steps.

There are many reasons why you might need to make changes to an active iGUIDE's banner - maybe your agent has a new headshot, updated logo, or new contact information. It's important to keep your branding up-to-date to ensure your iGUIDE represents your agent's brand accurately.

One thing to keep in mind is that while iGUIDE banners include defaults, these changes will only apply to new iGUIDE's created after the modifications have been made. So, if you're updating an existing iGUIDE, you'll need to make sure to modify the settings accordingly.

Modifying a banner

1. To make these changes, log into the iGUIDE Portal.

2. Click on the upper right-hand corner to find the Account Settings (2)

3. Click on Settings (3) and then click on the Manage Banners (4) tab.

4. Search and find the banner associated with the agent that needs to be modified. Click the blue Edit button (5) in the left-hand corner of the banner. See Figure 1.

Figure 1 - Managing a banner

5. On the Edit Banner Info page, make any necessary changes. Scroll to the bottom of the page and click on the blue Save button in order to keep the changes.

Figure 2 - Edit Banner page

Once the completed changes have been made, they will automatically show up in any iGUIDE where this banner previously existed.

Changing a selected banner

If an incorrect banner was accidentally selected, another agent has taken over a listing or, changing the banner from one agent to another, the steps are a bit different.

For situations such as these follow the steps below:

1. While logged into the iGUIDE Portal click on the My iGUIDEs tab and search to find the iGUIDE that requires an edit.

2. Select iGUIDE Details to open the iGUIDE.

3. Select Edit Default View on the tab further down the left-hand side Quick Access menu. See Figure 3.

Figure 3 - Quick Access

4. Scroll down to Banner, where the user can either create an entirely new banner or use the search field to select an existing banner from the list of created banners. To create a new banner simply Click on the blue +Create new banner button. See Figure 4.

Figure 4 - Banner under the Default View page

5. If selecting a different banner from the one that is currently active, first select Clear Selected Banner (1) in the bottom right-hand side of the screen, you will then be prompted to remove the old subscribers, then select Ok (2). See Figure 5.

Figure 5 - Clear Banner