Whitelabelling the Visual Part of Agency Branding


On the Agency account level, your branding is set under Assets => Brands




Here you can set your logo, color scheme, tag line, etc.

For a more thorough review on setting up your brand (or additional brands) you can review this video on the basics of settings up brands in ActiveDEMAND:

https://support.activedemand.com/a/solutions/articles/5000664234-setting-up-your-brand-in-activedemand-video-




Whitelabeling Login Links


To have the login links for the agency account and sub-accounts white-labeled, a client must have SSL white-labeling set for the agency domain.


There is a one-time fee associated with an SSL setup. Support doesn't have to give out pricing information on calls (instead they can open a ticket to give the person more details, a quote, etc)


This article covers all the steps of SSL whitelabelling:


https://support.activedemand.com/support/solutions/articles/12000029065-how-do-i-set-up-domain-whitelabeling-ssl-for-my-account-


White-labeled login links for sub-accounts have to be added to the agency domain.


Whitelabeling User Confirmation/Password Reset Emails


To whitelabel user confirmation and password reset emails, a client needs to set the correct "Lead Notification Brand" under Administration => Account Settings:


Send Technical Errors To An Agency Employee


The client needs to check that the sub-account Technical Contact is an agency employee, not an agency client employee. This can be set under Administration => Account Settings => Technical Contact drop-down:




Creating Agency-branded Lead Notification Templates


To make sure all lead notification emails contain the information only about the agency brand and to customize the text of the Lead Notification Email Templates, a customer needs to create their own lead notification templates in their agency account under Assets => Email Template Library.


To use the Agency brand on client lead notifications:


1. Set the "Lead Notification Brand" to agency brand (Adminstration => Account Settings) on a client account. All lead notifications that are sent using a template that is 'linked' to a system template or one of the email templates in the agency master account, will use this brand.


2. Create own lead notification templates in agency account under Assets => Email Template Library.


3. Set the brand of the template to agency brand.


4. Share the templates with sub-accounts:




5. Link to these templates in client workflows by replacing existing Email Sales/Marketing workflow actions with a new action. When creating the new action, choose one of agency templates and 'link' to the template.



White-labeling Reports

It is a good practice to make sure the Default UTM Source is set to agency's name instead of ActiveDEMAND:


Chrome Plugin Whitelabeling


Chrome Extension whitelabeling is done according to this support article:


https://support.activedemand.com/support/solutions/articles/12000044514-setting-up-chrome-extension-white-labeling