Agency white labeling

How to use the Agency feature for white label in Instantly

Marija Zivanovic avatar
Written by Marija Zivanovic
Updated over a week ago

Instantly offers a white-label solution for agencies on HG plan and above, and this guide provides a step-by-step process for setting up and using this feature.

You can share the access to Unibox, Analytics and Campaigns with your clients.

Go to Settings/Account to access it.

Step 1 πŸ‘‰ Setting Up Your Custom Domain

  1. Go to your DNS zone: Go to your DNS registrar (the service where you manage your domain - domain provider).

  2. 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.

    Follow the steps in the video:

Step 2 πŸ‘‰ 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 3 πŸ‘‰ 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 pasting a direct link.
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Step 4 πŸ‘‰ Manage Client Access

  • 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 between Unibox, Analytics, and Campaigns - or give access to all three.

Step 5 πŸ‘‰ Share the invite link

  • After adding a client, copy the invite link by clicking on the envelope button, and share it with your client so they can sign up.
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  • No Invitation Emails: Instantly does not send invitation emails to maintain the white label's anonymity.

  • Client access can be edited/updated at any time by clicking on the Edit button:
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Accessing the client portal

Accessing a non-Instantly domain (like "agency.betteroutbound.com") will directly take clients to the client portal. For example, going to "https://agency.betteroutbound.com" will redirect to the client login page.


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