Brands
Managing Brands
Owners, administrators and operators can rename a brand, edit its fields and delete it. Deleting only works once the brand has nothing attached, so move or delete its records first.
Edit a brand
- Open Brands and select the brand.
- Update the name, description, industry, target audience, guidelines or website URL.
- Save. Agents receive the updated fields the next time they look up the brand's accounts.
Delete a brand
InsightfulPipe blocks deleting a brand that still has records attached, and shows what is blocking it: "can't be deleted yet. It still has ... attached. Delete or move those first."
- Move connections you want to keep to another brand with Move to brand.
- Delete connections and other records you no longer need.
- Delete the brand.
Move connections between brands
Use Move to brand on a connection instead of disconnecting and reconnecting it. See Managing Connections.
Routine checks
- Remove brands for clients or campaigns that have ended.
- Refresh descriptions and guidelines when messaging changes.
- Share your naming pattern with new teammates.
Related: Creating Brands, Brand Properties, Roles and Permissions.