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.

You can access the White Label configuration from the sidebar section by clicking on the White Label option.

Enter Your Company Details:

• Company Name: Enter the name of your company as you want it displayed across the platform. This name will be visible on login screens, in email communications, and in other user interface elements that are part of the Upmetrics platform.
  

  i.e. Company Name: TitansBiz

• Partner Key: Set a unique partner key. This is a critical setting because it customizes the URL used by your clients to access your branded platform.
  

  i.e. Partner Key: titansbiz89

• Preview URLs: Upon configuring your Partner Keys, you will receive customized URLs, as shown in the preview URLs section. These URLs are where your clients will sign up or log in, viewing your customized branding. You can test these links to see how your branding appears on the actual login and signup pages.

  

WARNING: partner key can be configured only once and should only contain alphabets, numbers, and hyphens.

Upload Your Branding:

• Icon Logo: Upload a smaller icon that represents your brand, which will appear in menu bars or smaller displays.
• Full Logo (with name): Upload your full company logo. This will be more prominently displayed, for example, on login screens and headers.
• Website: Provide the URL for your company’s website. This link will be used within the platform or in communications to direct users back to your main website for more information or further actions.

  

Preview and Save:

• Save Configurations: After ensuring all details are correctly filled and previews are as expected, click 'Save Config.' This will apply your branding across the platform.
  
  

  

Configuring the White Label feature allows you to offer a seamlessly branded experience to your users, reinforcing your brand's identity and professionalism. By customizing Upmetrics with your logos, company name, and partner key, you provide your clients with a coherent and branded user experience that starts from the very first interaction.

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:

• Login and Signup Pages: Your logo will be the first thing users see, creating a strong first impression as part of the custom login and signup screens.
• 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.