Tailor every aspect of your white-labeled onboarding process to reflect your brand, from subdomains to visuals, ensuring a cohesive and engaging customer journey.
Design & Branding
This section is where you can truly make the onboarding experience your own by customizing various visual and textual elements to reflect your brand identity.
Image criteria: JPG, SVG, or PNG formats, 10MB max
Start by clicking 'Settings' from the left menu, then choose 'Design and Branding'.
- Custom Subdomain: Customize your subdomain to create a unique onboarding experience. (contact Worth to request a change)
- Logo: Upload your company’s logo. The logo will be displayed on the application welcome screen, in the header throughout onboarding, and in the invitation email. If you don’t provide a logo, your business name will be displayed instead.
- Button Color: Customize the color of the buttons and their text throughout the onboarding process and in the invitation email. By default, buttons are blue, and text is white. However, you can set these to match your brand’s color scheme.
- Onboarding Invite Email: Personalize the email invite message that applicants receive to begin onboarding. This is your opportunity to set the tone and encourage a positive first impression.
- Lightning Verify Invite Email: Subject and button text can be customized.
- Welcome Page Background Image & Color: Set a background image for the welcome screen. If no image is provided, a default Worth image will be used. Additionally, choose a background color for the area where customers view the welcome message.
- Progress Bar Color: Customize the color of the progress bar that appears throughout onboarding after the welcome page.
- Usage Agreements: Display your Terms and Conditions and Privacy Policy on the welcome page before customers begin onboarding. If you don’t provide these, Worth’s default Terms & Conditions and Privacy Policy will be used.
- Support Email Address: Specify the email address from which automated emails are sent to your customers. This email will also be the one your customers expect to receive support from.
- Thank You Message & Title: Customize the title and message on the page customers see after they successfully complete their onboarding.