As an agency using Give Me 5, you have the flexibility to customize your branding, website domain, and email domain to align with your agency's identity. This article will guide you through the entire process of setting up your agency's branding, ensuring a seamless and professional experience for your clients.
Step 1: Set Up Your Brand Information
To begin setting up your agency’s branding, follow these steps:
Navigate to the Branding Section:
Go to the Gear/Settings Icon in your dashboard.
Select the White Label Options Tab and then click on Branding.
Customize Your Brand:
Brand Logo & Name: Change your brand logo and brand name to reflect your agency's identity.
Brand Colors: Take advantage of the new Brand Colors feature to customize the dashboard with your agency's colors, reinforcing the feeling that it's your own platform.
Save Your Changes:
After making the necessary modifications, click the 'Save Changes' button to apply the changes to the dashboard.
Step 2: Set Up a Custom Domain
Customizing your domain with Give Me 5 is simple and effective. By using either a primary domain or a sub-domain, you can manage client relationships under your brand, ensuring all interactions reflect your agency's identity.
Steps to Set Up Your Domain:
Navigate to Domain Setup:
Go to the Gear/Settings Icon.
Select the White Label Options Tab and click on Domain Setup.
Add Your Custom Domain:
Enter the Custom Primary/Sub-domain you wish to connect.
Once added, you'll see the A Record or CName record that needs to be added to your Domain DNS.
Configure DNS Settings:
Follow the on-screen instructions to add the necessary DNS record to your domain.
Click on Verify Domain once the DNS settings are updated.
Note: Customizing your domain allows you to present URLs publicly under your agency's brand, enhancing your agency's professional image.
Step 3: Set Up Your Email Domain
In addition to customizing your domain, you can also send emails from your agency's domain for various purposes, such as Review Requests, User Registrations, and system notifications. This integration ensures that all email communications are consistent with your agency’s brand.
Steps to Set Up Your Email Domain:
Navigate to Email Domain Setup:
Go to the Gear/Settings Icon.
Select the White Label Options Tab and click on Email Domain Setup.
Configure Your Email Domain:
Choose the email address you wish to create a domain for.
Enter the domain you want to use for sending emails.
Follow the on-screen instructions to add MX records to your domain.
Finalize the Setup:
Click on the Set Domain button to complete the email domain setup.
Note: Using your agency's domain for email communications reinforces your brand's identity and ensures seamless interactions with your clients.
By following these steps, you can effectively set up branding, domain, and email configurations for your agency using Give Me 5. This customization allows you to present a cohesive and professional brand image to your clients, enhancing their experience and trust in your services.
For further assistance or inquiries, feel free to reach out to our support team. We're here to help you make the most of your Give Me 5platform!