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Marketing Tools

The Marketing section, accessible from the main left-hand menu, provides a suite of tools and resources to help you establish your brand, promote your services, and access essential marketing materials.

  • Brand Settings
    Brand Settings is where you configure foundational elements of your agency's online presence and branding assets.

    •  Websites (Templates & Management)

      • Access: Navigate to Marketing > Brand Settings > Websites.

      • Functionality: This area allows you to set up and manage websites for your agency or for specific campaigns, often based on pre-designed templates like the "Saatchi Website" shown.
        You can typically find options to:

        • Select and activate website templates.

        • Set up subdomains (e.g., youragency.umbrellaus.site) for internal recognition or initial setup.

        • Access the website builder to customize content and design.

        • Connect custom domains to your websites.

    • Logo Design

      • Access: Navigate to Marketing > Brand Settings > Logo Design.

      • Functionality: This section provides access to tools or partner platforms for logo creation.

      • Key Features:

        • Offers a seamless integration to access creative possibilities for your brand's logo.

        • Aims to help you get a professional logo at a competitive price.

        • You can typically initiate the logo design process by clicking a button like "Build Your Logo," which may direct you to a partner's platform.

    • Pro Domain and Email

      • Access: Navigate to Marketing > Brand Settings > Pro Domain and Email.

      • Functionality: This area provides information and resources for acquiring professional domain names and setting up custom email addresses (e.g., [email protected]).

      • Key Offerings:

        • Umbrella may offer savings on .com domains and Google Workspace email subscriptions (e.g., "$8/yr for a .com domain, and only $4.5/mo for Google Workspace").

      • Instructions to set the domain:

        • Log in to your Umbrella Dashboard.

        • Navigate to Marketing > Brand Settings > Pro Domain and Email.

        • Click the Manage Purchases button (bottom right).

        • Select "List Purchases."

        • Find and click on your Domain Name from the list.

        • This will reveal the DNS settings required for domain verification and email setup. Review these carefully.

      • Important: Purchasing a Domain (If Needed)

        • Purchasing a Pro Domain | UmbrellaUS

  • Tools

    • Access: Navigate to Marketing > Tools.

    • Functionality: The "Tools" subsection provides direct access links or portals to various specialized marketing and operational tools associated with specific Umbrella programs or services.

  • Resources

    • Access: Navigate to Marketing > Resources.

    • Functionality: This is your primary repository for downloadable marketing materials provided by Umbrella to help you sell and promote various services.

    • Types of Materials: You can typically find items such as:

      • Sales Decks & Pitch Decks

      • Email Swipes & Phone Scripts

      • Flyers & Brochures

      • Case Studies & Testimonials

      • White-label marketing videos

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