Is your company changing to a new name, or are you migrating to a new web domain? Maybe you're just changing your brand's logo, look, and feel? There are a few important technical steps you'll need to take in the event of a company rebrand to ensure your content that is hosted in Act-On updates with the new branding materials. This includes logos, email signatures, favicons, and any forms, images, or landings pages associated with your custom marketing domain.
This article will outline areas of Act-On you'll want to update to ensure your rebrand is fully implemented into Act-On.
Essentials to Get Started
- The marketing domain you're switching to (e.g., marketing.mycompany.com)
- Logos, signatures, and any new email stationery
- Any custom HTML and CSS you'll be using for message templates
Here is what you will do in this guide:
- Change Web Domain (optional)
- Set up a new Custom Marketing Domain
- Update Your Act-On Content
- Update External Content
Step 1: Changing Web Domain (optional)
If your web domain is changing (e.g., from marketing.olddomain.com to marketing.newdomain.com), and you need to update the domain that you are sending emails from, then technical setup for the new domain is necessary.
- User email addresses (this must be done by deleting the old user and creating a new one)
- Email From
- From: Addresses
- Envelope From
- Form Domains
- Allow network traffic from Act-On IPs and Domains
Step 2: Configure a new Custom Marketing Domain
- Ask your web administrator to add a CNAME record for the new subdomain as described in our instructions here.
- Do not delete the old CNAME record. This is important as previously sent emails will contain the old marketing domain. This includes, for example, emails you have already sent that contain an opt-out link and other important links. Act-On will continue providing an SSL certificate for this subdomain as long as the DNS record exists. This will ensure your links with the old branding do not break.
- Request an SSL Certificate, and indicate on the form that you are changing your custom marketing subdomain.
Warning! Deleting your previous CNAME record can cause significant disruption, including but not limited to:
- failed messages
- broken links in previously sent email messages
- missing form submissions / inbound leads
- image and media resources failing to load
- website visitor tracking failure
Step 3: Update Your Account and Act-On Content
Once the SSL certificate for your new Custom Marketing Domain has been issued, complete the following updates to prevent failed messages and programs.
- Stop your Automated Programs and approve all pending message requests.
- Update your Custom Marketing Domain in Act-On under Content > Branding > Web Identity
- Update the Opt-Out Link in any Custom Email Footer(s) with your new marketing domain under Content > Email Footers
- Update your content to reflect your new URL. Act-On cannot auto-update your custom content.
Act-On Content Rebranding
Links Automatically Updated:
- Default Opt-Out/Unsubscribe link
- Subscription Management
- View in Browser
- Forward to a Friend
- Landing Page URLs
- Classic Form URLs
- Image and Media URLs
Custom Content To Manually Update:
Emails will fail to send until the Opt-Out/Unsubscribe/Subscription Management link is updated. We recommend doing this IMMEDIATELY after updating your Act-On marketing subdomain in Branding.
RSS to Email campaigns must be stopped to make changes and then re-started as a new campaign.
Automated Program Messages
Message templates used in an Automated Program must be changed from within that program.
Webinar Emails (for active and future webinars)
Custom HTML/CSS blocks
- If applicable, update your company logo and favicon under Content > Branding > Logos and Web Identity
- Send a test email to make sure it is delivered
- Check all clickthrough links are working
- Re-start your Automated Programs and RSS to Email campaigns.
Step 4: Update External Content
- Have your webmaster update the following elements on your website(s):
- Act-On Beacon tracking code
- Act-On Forms:
- Form Embed codes
- External Form Post URLs
- Landing Page URLs and embedded landing pages/forms (e.g., iframes)
- Any other Act-On URLs, such as Image & Media URLs and Gated Content