Phase 2: Customizing Your Trust Center

1. Customizing Your Branding

Customizing your Trust Center to match your brand gives your customers confidence that they are are accessing an authentic and trustworthy resource. 

To customize your Trust Center...

  • 🎨 Edit your heading, subheading, colors, logo, and header image to reflect your branding and brand voice.
  • 🖥 Set up a custom domain to remove trust.page from your Trust Center URL and match your business URL (optional, included in our paid plans)

2. Inviting Team Members

Inviting your team to your Trust Center allows you to grant access to individuals with varying permission levels so your whole team get benefit from your Trust Center. 

  • 📩 Invite new team members like sales leaders, account executives, technical team members, so that they can view, edit, share, and comment on content within the Trust Center.
  • 🔐 Set permission levels to determine their access to Trust Center content and features. To get a detailed overview of permission levels, read our full help center article.

3. Integrating with Third Party Platform 

Integrate your Trust Center with your favorite tools to seamlessly collaborate between your customers and internal teams with a streamlined processes.

Our integrations notify you & your team when a trust center visitor requests access to a Requestable Resource, or when one of your private or requestable resources has been accessed.

  • 💬 Get details on enabling the Slack integration. This integration is available to customers on the Share plan and above.
  • 🟠 Get details on enabling the Hubspot integration. This integration is available to customers on the Collaborate plan and above.
  • 🔵 Get details on enabling the Salesforce integrationThis integration is available to customers on the Collaborate plan and above.

 

✨ Congrats, you've completed Phase 2 ✨

To keep moving through the self-guided onboarding process, access Phase 3 here.