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Configuring Company Info Settings for Your Storefront

Updated over 2 weeks ago

The Company Info settings page lets you control the foundational details of your Zest corporate storefront, from how your portal appears to customers and search engines, to how you handle marketing preferences and support communications. Taking time to configure these settings ensures a polished, on-brand experience for your buyers and recipients.

Before diving in, it helps to have the following ready:

  • Your company's Terms of Service and Privacy Policy URLs.

  • A brief portal description.

  • Support email addresses for both buyers and recipients.

  • Your homepage URL.

  • A decision on your default marketing opt-in preference.

Portal Name

Your portal name is customer-facing and appears in two key places:

  • As the headline on your sign-in page ("Sign in to your [PORTAL NAME] account")

  • In the browser tab and powered-by tag ("[YOUR BRAND] [PORTAL NAME] corporate gifting - Powered by Zest").

Choose a name that clearly identifies your brand to customers landing in these locations.

Portal Description

The portal description serves as metadata and appears as a URL preview when someone shares a link to your shop, but it does not affect search rankings. Write a concise, compelling description that accurately represents your storefront, builds trust, and encourages link recipients to click.

Note: Zest Storefronts have noindex/nofollow tags applied by default, which prevents search engines from indexing them. This is intentional, as this prioritizes your brand's main website landing pages for SEO rather than the gifting storefront.

Terms of Service and Privacy Policy URLs

You can link to your existing Terms of Service and Privacy Policy pages by entering their URLs in these settings. These links give customers access to your legal documentation directly from your storefront, building trust and supporting compliance.

Note: These are required settings that should be completed during onboarding before launch.

Marketing Opt-In Settings

Default opt-in behavior

Marketing opt-in appears at two points:

  1. the gifter/customer sees a checkbox during storefront checkout

  2. e-gift recipients see an opt-in option during the gift acceptance flow

Note: There is a per-storefront toggle that allows you to disable recipient marketing opt-in entirely and can be different from what you set in your main settings.

For storefronts, lead capture also occurs when customers click “Continue to Next Step.” These are pushed to Klaviyo as “Active Leads”, or the equivalent of “abandoned cart.”

You have two options for how customers are enrolled in your marketing communications by default:

  • Checked: Opted in by default
    Customers are automatically subscribed to your downstream marketing campaigns and can choose to opt out.

  • Unchecked: Opted out by default
    Customers are not subscribed unless they actively choose to opt into your downstream marketing campaigns.

Our recommendation is to follow your company's general marketing ethos or match what you do on your main ecommerce site. Some regulated industries, like wine and alcohol, may require the checkbox to be unchecked by default for legal compliance.

Marketing opt-in label

You can customize the label that appears next to the marketing opt-in checkbox during checkout or account creation. If you leave this field blank, the default label of “Stay in touch for news, offers, and beyond” will be used automatically.

Contact Info

Orders Notification Emails

Enter the email address that should receive notifications related to orders placed through your storefront.

Recipient Support Email

This is the support email displayed to gift recipients who need help with their orders or redemptions.

Buyer Support Email

This is the support email displayed to buyers — typically the corporate customers placing and managing gift orders.

Homepage URL

Enter your company's homepage URL so customers have a clear path back to your main website from your storefront.

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