Articles on: Whitelabel Solutions

Configure Whitelabel Account for SalesRobot

Here is the process of configuring your white label domain with SalesRobot.


Prerequisites:


  • A SalesRobot account.
  • A white label domain.


Steps:


  • Reach out to the SalesRobot support team to express your interest in becoming a white label partner.
  • You will receive a confirmation email from the support team once this is completed.
  • Log out of SalesRobot and log back in. You will now see an extra option called Domain Settings.
  • Click on Domain Settings. This will take you to a page where you can manage your white label domain.





Fill in the required fields:

  • Domain Name: Enter the domain name that you want to use for your white label SalesRobot instance.
  • Application Name: Give your application a name.
  • Logos: Upload your company logo and favicon.
  • Default Trial Period: Set the default trial period for your customers.
  • Support Email ID: Enter the email address that will be used to send emails to your customers.
  • Click on Create Domain: This will create your white label domain and redirect your customers to your branded SalesRobot instance.


Please Note:

It may take 3-4 hours for your domain redirection to take effect.

You can manage your customer list and other settings on the Domain Settings page.


Updated on: 11/10/2024

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