Setting a default custom brand theme

For businesses with multiple branding options, setting a default custom brand theme in Pactima ensures consistency across client communications. Whether it's for a specific campaign or a company-wide standardization, here’s how you can set your preferred brand theme as the default.

Steps to Set a Default Brand Theme:

1. Open Account:

   • Click on the 'Account' button located at the top right corner of Pactima's interface.

2. Access Brand Themes:

   • Locate and click on the 'Brand Themes' card within your account settings.

3. Review Your Brand Themes:

   • You will be presented with a list of all your created brand themes.
   • Each brand theme will have its name, logo, and associated actions listed.

4. Identify the Current Default:

   • The current default theme will be marked with a green checkmark.

5. Change Default Theme:

   • To set a different theme as the default, find the theme you wish to make default.
   • Under the 'Actions' column for the chosen theme, click the dropdown button.

6. Set as Default:

   • Select 'Set as Default' from the dropdown menu.
   • This will immediately update your default brand theme to the one you selected.

Ensuring Smooth Transition:

• Confirm that the new default theme is fully configured and ready for use before making the switch.
• Consider notifying your team of the change if they also use the brand themes for client interactions.