If changing email domains we recommend the below:
Changing your Login ID - You'll want to adjust your new email address to become your Crelate login ID
Email Connection - You'll want to add your new email connection to the database.
Editing your Campaign Email Domain - Delete your existing and begin with your new domain
Email Journaling - You'll want to reach out to our support staff to initiate the process.
If changing website / portal / logos
Portal Logo - For any logo, company name, or color configuration, you may adjust that in our portal settings
GDPR Term links - Any links that have been previously created for GDPR management may need to be updated as well.
Iframe for portal - You'll want to update your portal code if you do adjust your job's page URL (see below).
If you've connected your Crelate Job Portal via CSS or API - changes may need to be made. We'd recommend first changing Company Name, etc prior to officially connecting to your new domain/website.
Org name change for job postings- That display name can be updated in Crelate but you'll need to contact our Support Staff to make that change. You may also wish to reach out to a Crelate representative to change your Crelate job's page URL as well.
Email Templates / Signatures - For those template and signatures that have been created, you'll want to make any necessary amendments.
If needing to updating billing information
Update Payment Method - If you need to update payment method as a result of the change, do so easily within your subscription
Change Billing Contact and Address - Similarly, if you need to adjust the contact information or address, you may do so directly within your subscription