Customize email branding

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Custom email branding lets you apply your organization’s brand logo, configure email signatures and footers, configure global Bcc recipients, and more to all export emails sent from your Sigma organization.

By default, all emails include Sigma branding. However, applying any subset of custom branding options automatically removes all Sigma branding.

This document covers how to configure your email branding settings, considerations if you want to configure global Bcc recipients, and how to test your email branding configurations.

Requirements

Customize your organization’s email branding

To configure custom email branding:

Configuring any of the following custom branding options disables unsubscribe options for scheduled emails. After configuring, all recipients, including Bcc recipients, are unable to unsubscribe from the emails.

  1. Go to Administration > Exports, then select the Email customization tab.

  2. In the Edit your email branding section, select Edit.

    All of the fields below are optional to configure, and any combination of available fields can be used. Applying any subset of custom branding options automatically removes all Sigma branding.

  3. Select Upload Logo and follow the prompts to add an image. Recommended logo dimensions are at least 135px wide with an aspect ratio between 3:1 to 1:2.

    If you have an SMTP server configured, any changes made to the Sender name, Global Bcc email addresses, and Reply-to email fields also affect your custom SMTP server settings. See Custom SMTP server in Customize welcome and invite emails.

  4. In the Sender name field, enter the “from” name to display in the recipient’s inbox. This appears as [Sender name] via Sigma Computing.

  5. In the Global Bcc email addresses field, enter emails to be included as default Bcc recipients on all emails sent from your Sigma organization. If entering multiple emails, separate them with commas. Ensure that any global Bcc recipients are also added to the Cc/Bcc allowlist, so that if Run queries as recipient is enabled as an organization requirement, or on a specific export, those recipients are able to receive the email.

    Emails added as global Bcc recipients receive a copy of every email sent from your Sigma organization, including failure and success emails. For example, if an email is addressed to 100 recipients, each Bcc recipient receives 100 copies of the same email, one for each unique recipient. Your email provider might filter these emails for you by default to only show one of these emails.

  6. In the Reply-to email address field, enter the email address where replies from your email recipients are sent.

  7. In the Signature name field, add your desired signature name. This does not have to match the Sender name. This appears at the end of the email as Yours sincerely, [Signature name].

  8. In the Email footer field, enter your desired email footer.

  9. Turn the Hide sender information toggle on or off. If the toggle is on, the line within the export’s email body that shows which user scheduled or sent the export is hidden. This change only affects the email body, not the “From” field in the email.

  10. (Optional) Send a preview email to your email address. Locate your email address below the Edit your email branding field, then click Send email preview. Open your email to review the preview. The subject line for an email preview is: [Preview] Custom Branding Test Email.

  11. Select Save.

Test your email branding

  1. Go to Administration > Exports, then select the Email customization tab.

  2. Review the custom branding in the Edit your email branding section.

  3. Next to your email address, click Send email preview.

    If you don’t see an option to send a preview email, no custom email branding is configured.

    Open your email to review the preview. The subject line for an email preview is: [Preview] Custom Branding Test Email.