How to customize and use your branding colors and logo in Tallyfy

Tallyfy Help Article: Customizing Branding and Emails

Welcome to Tallyfy, where you can personalize your organization’s brand and make your emails look amazing! Let’s dive into how you can easily customize your logo, and colors, and even add your own CSS rules.

Branding:

• Show off your custom logo in task views and emails
• Display your unique colors in all member task views and emails
• Impress your guests with branded views

To change your logo and colors, simply go to Settings > Organization > Branding. Here, you can see a preview of how your fully branded task and process view will look like. Take a look at the example image below:

Emails:

• Customize every detail of your emails to match your brand
• Make a lasting impression with fully branded emails

Task and process view:

​​ Global CSS:

Tallyfy has a brilliant feature which enables you to add custom CSS rules globally to all your content so that the default styling of your content looks perfect, and on-brand. Examples of this include making all headings have a certain design or color, making tables look like your branded design, etc.

To add custom CSS, go to Settings > Organization > Branding and click on the “Edit Global CSS” button. Here, you can add your custom CSS rules.

We suggest this default CSS to immediately make your content look beautiful - and also as a base from which you can customize things to suit your brand.

ul,
ol {
  list-style-position: outside;
  padding-left: 1rem !important;
}
ul {
  list-style-type: none;
}
ul li {
  vertical-align: middle;
}
ul li::before {
  content: "▪";
  color: #f26523;
  display: inline-block;
  align-items: center;
  width: 1rem;
  margin-left: -1rem;
  font-size: 22px;
  vertical-align: middle;
}
table {
  margin-left: 0 !important;
  width: 100% !important;
}
table tbody tr td {
  padding: 8px 12px;
}
table > thead tr td,
table > tbody:first-child tr:first-child td {
  background: #f26523;
}
table > thead tr td,
table > thead tr td *,
table > tbody:first-child tr:first-child td,
table > tbody:first-child tr:first-child td * {
  color: white !important;
}
table > tbody:first-child tr:nth-child(odd):not(:first-child) td,
table > tbody:not(:first-child) tr:nth-child(odd) td {
  background-color: white;
}
table tbody tr:nth-child(even) td {
  background-color: #f2f2f2;
}
h1,
h1 * {
  font-weight: 400 !important;
}
h1,
h2,
h3 {
  margin-top: 1rem !important;
  margin-bottom: 1rem !important;
}
froala-bp-view .process-timeline {
  display: inline;
}

​​ Full White Labelling:

While Tallyfy cannot provide complete white labeling, we have an incredible partner program designed for Tallyfy Ambassadors. If you’re interested in reselling Tallyfy or providing complimentary services, check out the details here: Tallyfy Partners

​​ Email and SMTP:

Want to further customize your email experience? You can even use your own SMTP server to send emails from Tallyfy! Find out more about this feature and how to test SMTP settings by visiting this link: Customize Email Sending

That’s it! With Tallyfy, you can create a branded experience that truly reflects your organization. Start customizing now and leave a lasting impression on your team and clients.

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