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Use Brand Guidelines to set your company name, logos and icons, brand colors, fonts, link-preview defaults, and brand voice document. Every card on the screen saves together with one Save button at the top.

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Where to find it

In the admin, click the Settings gear in the top bar. In the Settings sidebar, under Company, select Brand Guidelines. To open the screen, your role needs at least View only for Company Settings, in the Settings card on the role’s Permissions tab. To change anything, it needs Full access for Company Settings.

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What’s on the screen

On a wide screen, Brand Assets fills the left column, the other cards stack in the right column, and Brand Voice runs full width underneath.

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Brand Assets

  • Primary Logo: your main logo, used in headers, marketing materials, and primary brand placement. The recommended size is 320×120 px. Use PNG, JPEG, GIF, WebP, BMP, or TIFF. It doesn’t accept SVG.
  • Secondary Assets:
    • App Icon: 192×192 px, for app stores and your progressive web app (PWA).
    • Favicon: 32×32 px, for browser tabs and bookmarks.
  • Website Settings:
    • OG Image: the default image for link previews (Open Graph). Most shared links that have no image of their own show it, or a generic Fluid image if OG Image is empty. Products and enrollment packs show the Fallback Image instead.
    • Fallback Image: the image Fluid shows when a product, page, media item, or other content has no image of its own. If it’s empty, Fluid uses a generic placeholder image.
Image fields work like this:
  • When a field is empty, click Upload to add a file from your computer, or Library to choose a file already in your Fluid file library.
  • The empty area says “Drag and drop your image here”, but dropping a file only opens the upload dialog. Choose the file there.
  • When a field has an image, it shows a preview, the image’s address, and a trash icon (Remove media) that removes the image.
  • Every image field except Primary Logo accepts any image type.

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Company Identity

This card has one field, Company Name. It can’t be empty.

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Brand Styling

  • Primary Color: used for main UI elements like buttons and headers.
  • Secondary Color: used for accents and supporting elements.
Each color has a swatch that opens a color picker, and a text field for a 3- or 6-digit hex value, such as #0C7CF6.

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Website Settings

  • Default OG Description: the default description for link previews. Fluid uses it when a shared link doesn’t have a description of its own. If it’s empty, previews use a generic Fluid tagline.
The screen has two Website Settings areas. OG Image and Fallback Image are at the bottom of the Brand Assets card. Default OG Description has its own Website Settings card, below Brand Styling.

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Fonts

Use this card to attach font files for use across themes and portals. Each font has:
  • A field for the font name (for example, Inter), plus optional fields for its role (for example, heading) and weight (for example, 400).
  • Attach File, which changes to Replace File once a file is attached. Font files can be WOFF2, TTF, or OTF.
  • A trash icon that removes the font.
Click Add Font to add a font.

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Brand Voice

This card holds a living document about your brand. Agents such as Mist read it to match your tone, values, and style, so keep it up to date. If you haven’t written one yet, the editor starts with a template. It has one section per topic, each with an italic prompt to replace. The toolbar has buttons for bold, italic, H2 and H3 headings, bulleted and numbered lists, and links. Hover over a button to see its name.

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Tasks

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Replace an image

1

Remove the current image

In the image field, click the trash icon (Remove media).
2

Choose the new image

Click Upload to add a file from your computer, or Library to pick one from your file library.
3

Save

Click Save.
1

Set the OG Image

In the Brand Assets card, under Website Settings, add an image to OG Image.
2

Set the Fallback Image

In the same section, add an image to Fallback Image.
3

Enter the description

In the Website Settings card below Brand Styling, enter a Default OG Description.
4

Save

Click Save.

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Change your brand colors

Under Primary Color or Secondary Color, click the swatch and choose a color, or type a hex value in the text field and click outside it. Then click Save.
When you save, your cart and chat button pick up the new colors, but only if their brand settings checkbox is checked and saved: Use Brand Settings on the Cart screen, or Use brand settings on the Floating Action Buttons screen.Your role also needs the Popups switches View popup campaigns and Edit popup content and triggers, in the Content & Website card, to update the cart, and the Chat Widget switches View live chat widget configuration and Edit chat widget settings, in the Settings card, to update the chat button.

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Add a font

1

Add a font row

In the Fonts card, click Add Font.
2

Name the font

Enter the font name. Add a role and weight if you want.
3

Attach the file

Click Attach File, then upload a WOFF2, TTF, or OTF file from your computer or choose one from your file library.
4

Save

Click Save.
To remove a font, click its trash icon, then click Save.

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Write your brand voice

In the Brand Voice card, replace the italic prompts with what’s true for your brand and delete sections that don’t apply. Then click Save.

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Tips

Save turns on after you change something on the screen. If Save isn’t there at all and the fields are read-only, your role doesn’t have Full access for Company Settings. See Roles.
Use a 1200×630 px image. Link previews are often cropped to that shape, so keep important content away from the edges.
The save fails if Company Name is empty, a color isn’t a valid 3- or 6-digit hex value (such as #0C7CF6), or a font row is missing its name or its file. If the save fails, Fluid keeps none of your changes. Fix what’s wrong, or remove the font row with its trash icon, then click Save again.
If you leave the template untouched, Fluid doesn’t save it. Once you edit the document, Fluid saves all of it, including any prompts you didn’t replace, so replace or delete every prompt before you click Save.