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How to Use Themes in Upvio

Themes allow you to create a branded client experience by customizing colors, typography, border styles, and other visual elements across your client-facing portals.

Whether you're creating a theme from scratch or using your existing brand assets, this guide explains how to create, customize, preview, and activate a theme in Upvio.

 

Method 1: Creating a new theme from scratch

To get started, navigate to the Themes section in your Upvio account.

  1. Go to Settings.
  2. Select Account.
  3. Click Themes.
  4. Open an existing theme or click Create Theme to start a new one.
  5. Configure your theme settings.
  6. Click Save when you're finished.

Your new theme will appear in your Themes library, where you can access and edit it at any time.

 

Method 2: Uploading an image or using brand presets

Want to get started quickly? Upvio offers two ways to create a visual foundation for your theme without configuring every color manually.

Option 1: Use a preset

  1. Open the Themes section.
  2. Click Create Theme.
  3. Select Load Preset.
  4. Choose a professionally designed theme as your starting point.
  5. Customize the settings to match your brand.
  6. Click Save.

Option 2: Generate a color palette from your brand image

If you already have a logo or brand image, you can use it to generate a matching color palette.

  1. Open your theme settings.
  2. Click From Image.
  3. Upload your logo or another image representing your brand.
  4. Upvio will generate a color palette based on the uploaded image.
  5. Review and adjust the generated colors to suit your preferences.
  6. Click Save.

Both options give you a starting point that you can further customize.

Theme customization

Once you've created your theme, you can adjust its visual elements to create a consistent branded experience.

Upvio Themes support the following customizations:

  • Colors
  • Typography
  • Border radius
  • Light mode
  • Dark mode

Before making your theme active, preview how your customizations look across different parts of Upvio.

You can preview your theme across:

  • User Interface Components: See how your colors, typography, buttons, and other interface elements appear.
  • Client Portal: Check how your branding looks in the client-facing portal.
  • Touchpoints: Preview the appearance of your branded touchpoints.

Activate your theme

Once you're happy with your customizations, you can activate your theme.

  1. Navigate to the Themes page.
  2. Locate and select the theme you want to use.
  3. Click Activate.
  4. Look for the Active badge to confirm that your theme is enabled.

Important: Only one theme can be active at a time. Activating another theme will replace the currently active theme.