Group Profiles

What's a Group Profile?

A Group Profile controls the visual design and on-page copy used across one or more Groups.

It allows you to define how a Group looks and reads, including branding elements and written content, ensuring a consistent experience for Advocates.

You can apply the same Group Profile to multiple Groups if they require the same design and messaging. 

Each Group Profile contains multiple tabs and configuration settings, allowing you to customise different aspects of the Group’s appearance and content:

General/Text
Styles
Overview Page
advocate Pages
Email Communications
E-store parameters
FAQs
Signup Form
Advocate Moderation
Manage 

☑️ General/Text

The General/Text tab is where you can add the following properties:

• Support Email
• Welcome Message
• Logo
• Favicons
• UI copy

You can also select terms of service and portal language here, for more info on languages see this article.

☑️ Styles 

The Styles tab is where all the graphics that give shape to the programme live. This is where you can add additional CSS for portal branding. 

📚 Brand & Stylise

☑️ Overview Page

The Overview Page tab is where the copy for the third tab of the programme lives. This is where you add the HTML and Overview Channels sections.

📚 Adding Copy

☑️ Advocate Pages

The Advocate Pages tab contains all the copy displayed across your Advocate Pages. For more detailed guidance on configuring Advocate Pages, please refer to the dedicated article in the Knowledge Base.

📚 Advocate Pages/Storefronts

☑️ Email Communications 

The Email communications tab is where the system emails are setup and configured, here you can enabled certain optional emails or disabled them if you're using a CRM integration. 

📚 System Emails

☑️ E-store 

The E-store tab is where you are able to set up the E-store for all relevant groups within the same Group Profile. You will need to set the Store homepage URL, the Payout currency, the Store promo URL (if relevant) and any UTM parameters.

📚 E-store Configuration

☑️ FAQs

The FAQs tab is the section where you are able to setup, manage and update the frequently asked questions in the programme portals. 

📚 FAQs Setup

☑️ Advocate Moderation

The Advocate Moderation tab is where you can enable and manage automated moderation rules. For detailed instructions on setting up and managing automated moderation rules, please refer to the dedicated article.

📚 Advocate Moderation

☑️ Signup Form 

The Signup form tab is the section where all the screening questions and criteria that give shape to the signup page live.

📚 Signup Form

☑️ Manage

The Manage tab is where you will be able to manage a group profile, such as editing its name or deleting it.