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