Customization

Templates, icon templates, and custom branding

Account-level customisation: templates, icon templates, and custom branding for exports and shared views. Custom portfolio item types are also configured here in the product, but the helpdesk article lives under Portfolio > Custom item types.

Why use customization

• Standardise the look of new maps and exports across your whole account

• Apply your own logo, icons, and brand colours so shared views and PDFs feel on-brand

In this section

• Create and use templates - Save a journey map as a template; use templates when creating new maps.

• Use icon templates - Create icon templates that icon cards on journey maps can pull from.

• Custom branding - Configure branding (logo, icon, brand colours) and how it appears on PDF exports and shared views.