White-label

For example, your agency looks after a machine builder whose sales team signs in at leads.agency-example.com and sees your logo there. The team receives its login details and its invoice from you.

White-label is not a way of billing, though: who sends the invoice is a separate setting.

From the partner area to the customerCopy Anchor Link

1. 1Set up the partner areaYou set your white-label domain, your logo, your colour, and the features you allow.
2. 2Add the customerYou add the customer with white-label turned on, and Webmetic sends their login details to you.
3. 3Sign in on your domainThe customer opens your white-label domain and signs in on a page with your logo.
4. 4Use the dashboardThey see the features you allowed, and every email meant for them goes to you.

The settings in the partner area apply to all your white-label customers at once. Per customer you only decide two things: who sends the invoice and whether they are a white-label customer.

Your brandCopy Anchor Link

Three windows in the partner area decide what white-label customers see of you:

• White-label domain: a subdomain of your own domain such as leads.agency-example.com, where your customers find the login page and the dashboard. You connect the subdomain with a CNAME record at your DNS provider.
• Branding: your logo and your colour for the login page and the opt-out page on your domain. The logo also appears at the top of the dashboard when the customer opens the dashboard on your domain.
• Features: which areas of the dashboard your white-label customers see.

Set up a white-label domain describes how to connect the domain, and Set up branding how to upload your logo and colour.

What white-label customers getCopy Anchor Link

For a white-label customer, the following applies:

• Sign-in: You give them the address of your white-label domain, where they sign in on a page with your logo and your colour.
• Emails: Webmetic sends them no emails. Login details, password emails, and notifications go to the first admin of your partner account, and you pass the login details on yourself.
• Invoice: You always invoice them, and they never receive a Webmetic plan.
• Features: They see exactly the areas you allowed under Features.
• Tracking code: They receive a neutral tracking code for their website.

Allowed featuresCopy Anchor Link

Under Menu > Partner area > Features, you decide once for all of them which areas your white-label customers see. You can't set single customers differently, and every customer without white-label gets every feature.

You can allow Websites, Tracking code, API, Export, Support, ICP Analytics, Enrichment, Credits, and Data profiles. What each switch does is described in Choose features for customers.

Some areas are never available to white-label customers, however you set the switches:

• Users, Domain blacklist, and CSV tag import
• SSO settings, Billing, and DPA
• Notifications
• Smart Pages and integrations such as HubSpot
• the getting started checklist

So you add further logins for these customers yourself, as described in Manage customers.

Neutral tracking codeCopy Anchor Link

White-label customers receive a neutral tracking code, which you copy on the customer's page in the Tracking code section. There, the White-label form is already selected for these customers.

If you allowed Tracking code, the customer also finds the neutral tracking code under Menu > Tracking code. How to hand the code over is described in Add customers.

Billing and white-labelCopy Anchor Link

Who sends the invoice and whether a customer is a white-label customer are two settings. You find both on the customer's page in the Billing and white-label section:

• Billing: You choose By you or By Webmetic. Customers you add start out invoiced by you.
• White-label: The setting is on or off. When you add a customer, you tick White-label customer for this.

Because white-label is only available together with By you, you always invoice white-label customers yourself.

Anyone who signs up through your partner page becomes your customer, invoiced by you but without white-label.

Next stepsCopy Anchor Link