Instantly offers a white-label solution for agencies on HyperGrowth and Light Speed plans. This guide provides a step-by-step process for setting up and using this feature.
You can share access to Dashboard, Campaigns, Unibox, Analytics, CRM, and Blocklist with your clients using the Agency feature.
How to set up the Agency Portal
Step 1: Go to Settings - Account to access it
Step 2: Setting Up Your Custom Domain
Go to your DNS zone: Go to your DNS registrar (the service where you manage your domain - domain provider)
Create a CNAME Entry: Add a new CNAME record with the host set to anything you'd like to be your subdomain, for example, "agency" and the value set to "agency.itrackly.com" (regardless of your subdomain).
This will enable your client log-in to appear at "agency.yourwebsite.com" or whatever you enter as your subdomain.
Step 3: Check your CNAME Propagation
To ensure that your CNAME value has propagated correctly, use a DNS lookup tool like MXToolbox CNAME Lookup.
Enter your Subdomain and click "CNAME Lookup". The value in the table should be "agency.itrackly.com"
Step 4: Add a Logo to your client portal
Customize your client portal by adding your business logo. It can be added by uploading it from your PC or by pasting a direct link.
Step 5: Manage Client Access
1. Add client email addresses: This allows you to control who can log in to your white-labeled Instantly portal, and what section they can access. You can choose Dashboard, Campaigns, Unibox, Analytics, CRM, and Blocklist - or give access to all of them.
2. Share the invite link: Please manually copy the invite link by clicking on the envelope button, and share it with your client so they can sign up. Client access can be edited/updated at any time by clicking on the Edit button.
Instantly does not send invitation emails to maintain the white label's anonymity. You'll need to copy the invitation link manually and share it with your clients.
Accessing the client portal
Accessing a non-Instantly domain (like "agency.betteroutbound.com") will now directly take your clients to the client portal.
For example, going to "https://agency.betteroutbound.com" will redirect to the client login page.
