How to set up your first brand in Poppi Social

The best place to start is by adding a brand. It is where all your deals and posts ladder up to, and you can reuse it across multiple deals, or multiple posts under one deal. A brand holds its contacts, documents such as brand guidelines, and any other information you like. We recommend keeping contracts, briefs and agreements against the individual deal for each brand. That is the cleanest way to manage them.

First, click Brands in the left-hand menu, then click the + New Brand button in the top right. This opens the Create new brand form, where you add the brand basics: brand name, industry and website.

Click Next to move to the contact details step.

Add the contact details for the brand: contact name, email, phone and address. You can edit these at any time later.

Finally, add any notes about the brand, pick a brand colour if you like, then click Create Brand. The brand is saved to your Brands page.

To make changes later, click Edit on the brand. From there you can update the details, save links to important documents or locations, and upload brand documents. Click Save Changes when you are done.

That's it! Your first brand is set up. You are now ready to create your first deal.