How to setup Upmetrics as White Label?

In today’s competitive market, branding is more important than ever. Businesses seek every opportunity to reinforce their brand identity and ensure a matched user experience.

This is where Upmetrics steps in with its robust White Label feature, designed to seamlessly integrate our powerful business planning tools with your brand’s unique identity. Imagine offering top-tier planning software under your own brand, enhancing your client's trust and your firm’s professional image.

In this article, we'll take a look at how Upmetrics White Label solutions can really level up your business services and how you can get your hands on the White Label feature.

White Label Benefits and How to purchase it?

In an era where brand identity can be a significant differentiator, Upmetrics provides a White Label solution that allows you to leverage your branding in every aspect of client interaction.

The Upmetrics White Label solution is designed for business consultants, accelerators, and educational institutions that want to offer enhanced business planning tools under their own brand. 

By adopting the White Label solution, companies can deliver a seamless, branded experience to their clients, enhancing their service offerings and adding value to their business relationships.

Benefits of White Label:

• Comprehensive Branding: Integrate your logo and brand throughout the software to make it appear as your own in-house tool, enhancing brand recall.
• Custom Domain: With a custom domain, you operate the platform under your own branded URL, making it distinctly yours. This feature reinforces brand recognition and trust, as clients will access your business planning tools directly through a domain that is associated with your company.
• Branded Communications: Ensure all system-generated emails and notifications carry your brand identity, maintaining consistency and enhancing trust.
• Branded Knowledgebase: Turn the support resources under your brand's name and logo, making all the help articles and guides look like they come directly from you.

White Label pricing:

Upmetrics provides flexible pricing options for both monthly and yearly plans for White Label, allowing you to choose the one that best fits your budget and business needs.

How to purchase a White Label?

Upmetrics offers the White Label feature as an add-on, which can be directly purchased from the Subscription section of your Upmetrics account.

1

Login to your Upmetrics account and navigate to the  Subscription section.

2

Within the subscription section Look for the Buy White Label option under the Addons section and click on it.

By clicking on it, a popup will display. Simply click on the Add Addon button to proceed with your purchase.

Once the White Label Addon is added, the system will calculate the amount based on your current subscription plan. After that, click on the Confirm Changes button.

3

You will be redirected to the payment page. Enter your required payment details and complete the buying process.

After completing the payment, you can have the White Label option in the 'My Account' sidebar to start customization.

White Label Configuration

After successfully purchasing the White Label add-on from Upmetrics, you can begin customizing the platform to reflect your brand's identity.

To configure your White Label settings in Upmetrics, simply navigate to the White Label option in the left sidebar, where you can access and adjust the App Config, Domain Config, and Partner Key Config to customize the platform according to your branding requirements.

App Config:

For configuring the App aspect of your White Label settings in Upmetrics, follow these  steps to enhance your platform's branding:

• Company Name: Input the official name of your company as it should appear on the platform.
• Icon logo and Full logo: Upload both an icon logo for smaller displays and a full logo that includes your company name for larger displays.
• Website: Provide the URL to your company's website to facilitate easy access for users.
• Support email: Enter a support email address where users can send their queries and receive assistance.
• Mobile Number: Provide a contact mobile number for direct communication or customer support.
• business address: Specify the physical location of your business, enhancing transparency and trust with users.
  
  i.e. For instance, let's configure the details for a business named 'TitansBiz' as shown below:
  
  Once all the details have been entered, ensure to click on the Save App Configuration button to save your settings.
  

Now, For Domain configuration and Partner Key configuration, Kindly visit here.

Visibility of Your Branding in Upmetrics:

Once you have configured the White Label feature in Upmetrics, your custom branding will be prominently displayed across several key areas within the platform, ensuring a consistent and professional appearance that aligns with your business identity.

Here’s where you can see your brand and logo:

• Dashboard: Upon logging in, your clients will see your branding across the dashboard, reinforcing your brand identity throughout their user experience.
• Comprehensive Email Branding: With the White Label feature active, the branding extends beyond the platform to include all email communications. This means any operational emails, such as those for forgetting passwords or inviting team members, will be sent under your company's logo and branding.

By integrating your branding across the Upmetrics platform ensures a seamless and integrated experience for all users. This consistent branding effort helps in building a professional and recognizable image that your clients will trust and value.