Build the brand profile
Open Settings → Branding & Brand Profile. The page includes:- Workspace name and reporting currency;
- brand-kit sources from a website or uploaded guidelines;
- proposed brand facts for review;
- an approved brand profile used by the agent; and
- a competitor watchlist supplied by your team.
1
Add reliable sources
Point Marketer at your current website or upload approved brand guidelines. Prefer material your team already treats as authoritative.
2
Review proposed facts
Approve, adjust, or deny each fact. Do not approve a statement only because it sounds plausible.
3
Check workspace identity
Confirm the workspace name and reporting currency. Currency affects how blended reporting is presented.
4
Maintain competitors
Add only competitors the team intentionally monitors. Remove stale entries when positioning changes.
Configure autofills
Open Settings → Autofills. Defaults are organized into four areas:
New campaign flows inherit the selected defaults. A teammate can still review and override them for an individual launch.
An optional Slack drift alert can notify the team when live Advantage+ settings move away from the saved expectation. Slack must be connected and able to list the chosen channel.
Review checklist
- Brand facts are approved by someone who owns the messaging.
- Reporting currency matches the workspace’s intended reporting unit.
- Naming presets are legible outside Marketer.
- Default copy does not contain a temporary offer or expired claim.
- Destination and UTM values are valid for the current site.
- Creative defaults are reviewed in the launch flow before publishing.