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Branding your conversational surveys

Updated over a month ago

Customizing your brand settings helps ensure your community chats, emails, and SMS messages reflect your organization’s unique identity. Follow the steps below to set up and manage your branding efficiently.

1. Accessing Brand Settings

  1. Go to the Settings tab on the Rival platform.

  2. In the left navigation, select Brand.
    This section allows you to configure how your brand appears across chat, email, and SMS communications.

2. Managing Locale Profiles

On the left side of the Brand Settings page, you’ll find options to create Locale Profiles.
Locale profiles let you apply different branding for specific languages or regions.

For each locale profile, you can customize:

  • General Information

  • Chat Settings

  • SMS Settings

  • Email Settings

Once saved, these locale-specific settings will be automatically applied when communicating with participants in that locale.

3. Updating General Information

  1. Click the General tab.

  2. Update the following fields as needed:

Field

Description

Branded participant-facing name

Name displayed to community members.

Privacy Policy URL

Mandatory field. Add the link to your organization’s privacy policy.

Terms & Conditions URL

Optional. If provided, it will be shown in communication footers.

Technical support email

Default: support@rivaltech.com. To change, submit a tech support ticket.

Incentive support email

Blank by default. Add via tech support ticket. If not set, “Incentive” won’t appear in the support form’s Request Type dropdown.

4. Customizing Chat Appearance

  1. Click the Chat tab.

  2. Configure the visual elements to match your brand:

Setting

Description

Header text

Choose to display no text, only the brand name, or brand name + tagline.

Branded avatar

Image representing your chat agent (shown beside messages).

Branded logo

Logo displayed in the chat header.

Favicon

Icon shown in the browser tab or address bar.

Color theme

Set your brand colors for the chat interface.

Images

Upload separate images for mobile header, desktop header, and desktop background.

📝 Tip: Use the Branding Preview panel on the right to see how your chat looks on desktop and mobile, in both light and dark mode.

5. Configuring SMS Settings

  1. Click the SMS tab.

  2. Here, you can:

    • Enable or disable the contact card feature.

    • Customize the contact card name shown to members when they receive your contact card.

6. Setting Up Email Branding

  1. Click the Email tab.

  2. Adjust the following settings:

Field

Description

Sender name

Name displayed as the email sender.

Sender email address

Default: no-reply@ca.rival.chat or no-reply@us.rival.chat. Update via tech support ticket.

Privacy Policy URL

Mandatory for email. Set this in the General tab — it will appear in the email footer.

Terms & Conditions URL

Optional. If provided, adds a footer link.

Footer message

Optional. Add your organization’s address, phone number, or other region-specific information.

Email branded logo

Logo used in email templates.

Email header background

Background image for email headers.

📌 Preview: The Email tab includes a preview section on the right, allowing you to check how your emails look on desktop and mobile.

You’re all set!
With these settings configured, your Rival platform communications will consistently reflect your brand identity across chat, email, and SMS.

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