Initial Setup and Configuration

Once the account has been created, the initial setup process will guide businesses through configuration. The initial setup includes branding, content setup, and system integration.

Client Responsibilities

• Branding Setup: Provide the necessary brand guidelines, such as fonts and icons, to align the Bill Explainer experience with your brand identity.

  • If using licensed fonts, the client must provide a link for font import (e.g., @import url("https://use.typekit.net/xxxxxxx.css")).

• Content Setup: Clients will be responsible for defining additional information areas such as payment methods, contact details, autopay, and paper-free billing.

• UX Copy: CSG will provide a document outlining suggestions for headings, insights, labels, and other text. Clients will review and edit the copy and be responsible for final approval.

• Email Template Review: CSG will collaborate with the client to review the "Your statement is ready" email and update it to include the Bill Explainer URL.