Project Settings
Edit your project settings to configure your customer contact list and customize the look and feel of your cast.
Contacts Dataset & Aliases
- Identify customer contacts or stakeholders (executives and users) who receive or view personalized presentations. To start, select a dataset from the โIdentify contacts datasetโ dropdown.
- Then, you will need to identify customer contact columns. You must selected a column from the dataset for each field listed:
- Customer Contact ID (unique and required)
- Contact First Name (required)
- Email (required for email delivery)
- Phone Number (required for text delivery)
- Customer Name (recommended)
- Language (optional, see below)
- Sender Name (The name of the person sending the presentations to the contact)
- Sender Email (The email of the person sending the presentations to the contact)
- You may use the Auto Detect button to have Cast identify the columns for you. If you do so, please verify the columns before saving.
Language
You can set a dataset column to personalize the default language for your cast presentations. This is optional, and may help if your customers have different language preferences. Supported language values include (case-insensitive):
- English
- British
- Australian
- French
- Spanish
- Italian
- German
- Dutch
- Danish
- Japanese
- Hindi
- Chinese
Default Slide Appearance
- You may choose a default background color, text color and background images for your slides.
- Supported image files include: SVG (recommended), PNG and JPG. A maximum size of 500KB is allowed.
Logo
- Assign a personal logo to your presentations.
- SVGs are preferred, but PNG is acceptable. A maximum size of 125KB is allowed.
Fonts
- Choose personalized fonts for your titles and content.
- Let us know if there is a font youโd like to add.
Color Palette
- Choose the default colors for your presentations.
- Click on the Add Color button to select a new color from the color picker.
Avatar and Voice
- Assign avatar visibility, type and gender for narrating slides.
- You may choose between no avatar, a male avatar, female avatar, or robot. Customizations are possible.
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Feedback
- Edit the feedback form displayed at the end of the presentation.
- Options include overriding the default feedback title and overriding the default feedback narration.
Advanced Endpoints
- Endpoints allow us to deliver events to your servers in realtime as your customers watch cast presentations and take actions.
- You may configure an endpoint, subscribe to events and select additional fields to include in the payload.