This guide will walk you through the process of setting up your Design Kit and Brand Voice under the Brand Boards settings in Practice Autopilot. These settings help ensure consistent branding and messaging across all your marketing channels.
1. Accessing Brand Boards
1.Log in to Practice Autopilot and ensure you are in the correct sub-account.
2.In the left-hand sidebar, scroll down and click on Settings.
3.In the Settings menu, locate and click on Brand Boards.
2. Setting Up Your Design Kit
The Design Kit allows you to define your brand’s visual identity, including logos, colors, and typography.
Adding a New Design Kit
1.On the Brand Boards page, ensure you are on the Design Kit tab.
2.Click the blue + Add Design Kit button on the right side of the screen.
1.A modal will appear offering different ways to start. You can enter your website URL to attempt automatic extraction, or click Choose under “Start from scratch” to build it manually.
Customizing the Design Kit
Once in the Design Kit editor, you can customize three main areas:
A. Logos
1.Click the edit icon (pencil) next to the logo placeholders.
2.This will open the Media Storage window where you can upload your brand logos or select existing ones.
B. Colors
1.Click the Colors icon in the left sidebar of the editor.
2.Click the Add button to add new brand colors.
3.Click on the color swatch next to a color name to open the color picker.
4.You can select a color visually or enter a specific HEX code (e.g., #667085).
C. Typography
1.Click the Typography icon in the left sidebar.
2.Click the Add button to add a new font style.
3.Click the dropdown menu to select from a list of available fonts (e.g., Roboto, Open Sans, Montserrat).
Saving and Managing Design Kits
•Rename: Click the edit icon next to the default title (e.g., “Brand Board 2”) at the top to give your kit a descriptive name.
•Save: Click the blue Save board button in the top right corner.
•Set as Default: Click Set as default if you want this to be the primary design kit for the sub-account.
Back on the main Design Kit list, you can click the three-dot menu next to any kit to Edit, Set as default, Clone, or Delete it.
3. Setting Up Your Brand Voice
The Brand Voice section allows you to define your brand’s tone, target audience, and core messaging to maintain consistency in written communications.
Adding a New Brand Voice
1.On the Brand Boards page, click the Brand Voice tab.
2.Click the blue + Add Brand Voice button.
1.A modal will appear. You can choose to “Start from scratch” or use “Text or URL” to auto-fill data. Click Select under “Start from scratch”.
Completing the Brand Voice Profile
Fill out the comprehensive form to define your brand’s identity:
Business Info:
•Brand name
•Type of business
•Company website
Location and Contact Info:
•Company email
•Company address
•Phone number
•Business hours
Brand Communication and Personality:
•Tone of voice: Select a tone (e.g., Professional, Casual, Friendly) from the dropdown.
Brand Identity and Market Positioning:
•Target audience: Describe your ideal customer.
•Customer pain points: What problems do you solve?
•Brand promise: How do you benefit the audience?
•Brand values: What do you stand for (or oppose)?
•What does your brand do?: Describe your services/products.
•What makes you better than competitors?: Your biggest advantage.
•Unique selling proposition: What makes you stand out.
•Risks of inaction: What happens if they don’t use your service?
•Call to action: The primary action you want users to take.
Saving and Managing Brand Voices
•Click Save Brand Voice in the top right corner when finished.
•You can also click Set as default if this should be the primary voice.
Back on the Brand Voice list, you will see your saved profiles. Similar to Design Kits, you can use the three-dot menu to Edit, Clone, or Delete a Brand Voice.
End of Guide