Cubu Docs
User Guide
User Guide
  • ๐Ÿ‘‹Welcome to Cubu!
  • Getting Started
  • Understanding the Basics
    • Organizations
    • Process Management
      • ๐Ÿ“šIntroduction to Cases
      • ๐Ÿ“šService Models and Flow
      • ๐Ÿ“šStoring Data with Fields
      • ๐Ÿ“šCategorizing Cases with Tags
      • ๐Ÿ“šService Categories and Types
      • ๐Ÿ“šInboxes
      • ๐Ÿ“šRoutes
      • ๐Ÿ“šWorking Hours
      • ๐Ÿ“šWalk-in Services
      • ๐Ÿ“šAppointment-based Services
      • ๐Ÿ“šData Tables
      • ๐Ÿ“šThe Customers Data Table
      • ๐Ÿ“šAutomation
        • ๐Ÿ“„Automation Triggers
        • ๐Ÿ“„Automation Conditions
        • ๐Ÿ“„Automation Actions
    • Agent Status Tracking
    • Portals
      • ๐Ÿ“šPortal Flow I: Single Unit
      • ๐Ÿ“šPortal Flow II: Cross Unit Search
      • ๐Ÿ“šPrerequisites & Data Collection
    • Kiosks
      • ๐Ÿ“šKiosk Flow
      • ๐Ÿ“šKiosk Accessibility
    • Virtual Tickets
    • Service Level Alerts
    • Security and Permissions
      • Access Control
        • ๐Ÿ“šUnit Access Permissions
        • ๐Ÿ“šInbox Access Permissions
        • ๐Ÿ“šService & Calendar Access Permissions
        • ๐Ÿ“šFields Access Permissions
        • ๐Ÿ“šData Table Access Permissions
      • ๐Ÿ“šBuilt-in Roles
    • Subscriptions & Licensing
    • Chats Overview
  • User Tools
    • About Agents and Managers
    • Agent Console
      • โš’๏ธAgent Console Basics
      • โš’๏ธProcessing Cases
      • โš’๏ธThe Inbox Tab
      • โš’๏ธThe Case Tab
      • โš’๏ธWorkspace Settings Tab
    • Calendar
      • โš’๏ธSelecting Calendars
      • โš’๏ธBooking, Checking-in & Canceling Appointments
    • Appointment Booking
    • Data Manager
      • โš’๏ธSearching for Records
      • โš’๏ธManaging Data Records
    • Case Browser
    • General Tasks
      • โš’๏ธUpdating your Profile
      • โš’๏ธSelecting Your Current Unit
      • โš’๏ธChange Language
      • โš’๏ธSwitch Organization
    • Report Center
    • Real-time Monitor
      • Widgets Reference
      • Metrics Reference
  • Connected Apps
  • Admin Tools
    • About Administrators
    • Organization Tree
      • โš’๏ธManaging the Organization Tree
      • โš’๏ธConfiguring Unit Access
      • โš’๏ธConfiguring Time Zones
      • โš’๏ธManaging Inboxes
      • โš’๏ธManaging Routes
      • โš’๏ธManaging Workstations
      • โš’๏ธManaging Portals
      • โš’๏ธManaging Kiosks
        • โš’๏ธPrinted Tickets Templates
    • Service & Process Configuration
      • โš’๏ธGlobal Service Settings
      • โš’๏ธManaging Service Categories
      • โš’๏ธManaging Service Types
      • โš’๏ธManaging Fields
      • โš’๏ธManaging Tags
      • โš’๏ธManaging Working Hours
      • โš’๏ธManaging Automations
      • โš’๏ธManaging Data Tables
      • โš’๏ธManaging Back-office Tasks
      • โš’๏ธManaging Alert Rules
    • Service Management
      • โš’๏ธWalk-in Services Settings
      • โš’๏ธAppointment-based Services Settings
      • โš’๏ธManaging Service Availability
      • โš’๏ธManage Service Daily Plans
      • โš’๏ธManage and Scedule Daily Plan Templates
    • Security and Permissions
      • โš’๏ธManaging Users & Invitations
      • โš’๏ธManaging Groups
    • Customer Engagement
      • โš’๏ธSMS Templates
      • โš’๏ธEmail Templates
      • โš’๏ธICS Templates
      • โš’๏ธManaging Themes
      • โš’๏ธManaging Fonts
      • โš’๏ธMedia Library
      • ๐Ÿ—’๏ธDynamic Text Parameters (Messaging)
    • Localization and Translation
      • โš’๏ธTranslating Resource Names
      • โš’๏ธTranslating Kiosks, Portals, Tickets, and Chats
      • ๐Ÿ“„Dynamic Text Parameters (Public Apps)
    • Organization Settings
      • โš’๏ธOrganization General Settings
      • โš’๏ธPublic Text Languages
      • โš’๏ธFile Storage
      • โš’๏ธSSO
      • โš’๏ธBI and Reports
      • โš’๏ธCertificates
      • โš’๏ธWebhooks
      • โš’๏ธIntegrations
      • โš’๏ธGroups
      • โš’๏ธRegistered Applications
    • Chats Admin
      • โš’๏ธChat Settings
      • โš’๏ธChatbots Configuration
    • Billing
      • โš’๏ธSubscription Management
      • โš’๏ธPayments
    • Logs
      • โš’๏ธEvent Log
      • โš’๏ธSMS Log
      • โš’๏ธChange Log
  • Digital Signage
    • ๐Ÿ“šDigital Signage
    • ๐Ÿ“šDigital Sign Appearance
    • โš’๏ธManaging Digital Signs
    • โš’๏ธManaging Screen and Frame Layouts
    • โš’๏ธManaging Playlists
    • โš’๏ธManaging Public Announcements
  • How To Guides
    • Agent Tasks
      • ๐ŸงHow to unlock a case processed by another user
    • Admin Tasks
      • ๐ŸงHow To: Compensate For No-shows
      • ๐ŸงHow To: Reference Data Records from Cases
      • ๐ŸงHow To: Configure a Phone Call Meeting
      • ๐ŸงHow To: Set Up a Kiosk Ticket Printer
      • ๐ŸงHow To: Configure SendGrid as an Email Provider
      • ๐ŸงHow To: Configure Mandrill as an Email Provider
      • ๐ŸงHow To: Use Google Fonts in Themes
    • Automations
      • ๐ŸงHow To: Use Automation to Send SMS
      • ๐ŸงHow To: Use Automation to Move a Case to Another Inbox
    • In-Branch Operations
      • ๐ŸงHow To: Use the Kiosk Client App
      • ๐ŸงHow To: Connect a Digital Sign
    • Kiosks
      • ๐ŸงHow To: Configure Accessible Kiosk with IVR
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On this page
  • Creating a New Theme
  • Deleting a Theme
  • Theme Colors
  • Theme Fonts
  • Theme Images
  • Default Themes
  1. Admin Tools
  2. Customer Engagement

Managing Themes

PreviousICS TemplatesNextManaging Fonts

Last updated 11 months ago

A theme defines the colors, images, and fonts used to control the appearance of customer-facing applications such as portals, Kiosks, Virtual Tickets, and Digital Signs.

Themes allow you to customize the applications to match your brand.

Customer Engagement -> Visual -> Themes

Using this tool requires the Engagement Admin role.

Creating a New Theme

To create a new theme for your organizationโ€™s portal, click the New theme button on the Themes page, enter a unique theme name in the dialog, and click Create.

A new theme is created with a default color palette. To create a theme with a high-contrast color scheme (for improved accessibility), check the "Use high-contrast colors" box.

Deleting a Theme

To delete a theme, click the context menu button [โ‹ฎ] on the theme's details page and click Delete Theme.

You cannot delete a theme that a Kiosk, Portal, Ticket, or Digital Sign uses.

You cannot delete the default theme.

Theme Colors

On this tab, you can choose colors to match your brand design.

Theme Fonts

A theme allows you to select different fonts for titles and body text. The theme defines two default fonts for titles and body text.

You can add alternative fonts for different languages. These fonts will be used when customers choose the language on the Portal or Kiosk.

The following screenshot depicts a theme using the Quick Sand font for titles and the Roboto font for body text. The theme uses the Open Sans font when the selected language is French:

The settings above results in this portal:

To use a font in the theme, you must first define it in the Web Fonts section of the visual tool. For more information, see:

Theme Images

On this tab, you select the images to use for different elements of portals, kiosks, tickets, and digital signs.

Here, you can upload new images or use existing ones previously uploaded to the media library.

Default Themes

You can set a theme as the Default Theme, the Default Accessible Theme, or both.

Default themes are selected when you create a new Kiosk, Portal, or Digital Sign. Default themes are also used for Virtual Tickets.

To set a theme as default, click the menu button (โ‹ฎ) and click the Set as Default Theme option.

โš’๏ธ
โš’๏ธManaging Fonts
Theme Colors
Theme Fonts
Portal Fonts