How defaults and customer values work together
The footer fields and the consent toggles have two levels. You set the defaults on the Defaults page. You set the customer values on the Settings tab of each customer. OneClick reads the values each time it shows the footer.
The customer value wins
Section titled “The customer value wins”When a customer has its own value, OneClick uses the customer value. When the customer has no value, OneClick uses your default. The Partner Portal does not copy the defaults to a customer. A customer field stays empty until somebody sets it.
A change to a default applies immediately to all customers that have no value of their own. This includes the customers that you added before the change.
The footer
Section titled “The footer”For each footer field, OneClick uses the first value that it finds in this order:
- The value of the customer.
- Your default.
- The OneClick value.
| Field | The OneClick value |
|---|---|
| Logo image | The banner Powered by Zimple. |
| Logo link | The Zimple web page. |
| Help link | The Knowledge Base, https://help.theoneclick.io. |
| Feedback email | No address. The feedback goes to Zimple. |
An empty field has no value. When you clear a field of a customer, OneClick uses your default again.
The consent toggles
Section titled “The consent toggles”A toggle of a customer has a value only after somebody saves it. Until then, the Settings tab of the customer shows the toggle as Off.
- Allow in-app messages from Zimple: OneClick uses the customer value, also when it is off. When the customer has no value, OneClick uses your default.
- Allow emails from Zimple: when a toggle of a customer changes, the Partner Portal sends the values of the two toggles of that customer to Zimple in one message. A change of a default toggle sends the two default values.
Values that are set in OneClick
Section titled “Values that are set in OneClick”Some customer values can also change in the OneClick settings of the customer:
- A Pipedrive global admin of the customer sets the footer logo and the logo link in Customize.
- A team member sets the help link, the feedback email and the two toggles in the Partners tab. The member must be a Pipedrive global admin in the customer and use OneClick in the Pipedrive company of your Partner.
These changes are customer values, so they replace your defaults. See Custom footer and The “Partners” tab in OneClick.