White Labeling on Robopost

Overview

Robopost's Agency Plan enables resellers to offer the software as their own white-labeled product. White labeling allows you to:

1. Rebrand the software with your own name, logo, and branding assets.
2. Use your own domain for added branding control.
3. Customize Support email.
4. Provide an Email for documentation support
5. Your customers will get emails through a custom domain name that is NOT robopost.app

Additionally, you can create multiple white-labeled teams, onboard clients, and manage their accounts seamlessly.

White labeled teams can onboard users and those users will see the software as your determine it. They will see your Logo, your Product Name, get Emails without the "Robopost" mention, etc.

Setting Up White Labeling

Step 1: Subscribe to the Agency Plan

• Ensure your account is subscribed to the Agency Plan to unlock white-labeling features.

Step 2: Update Branding Assets

1. Navigate to the TEAM section in the Robopost dashboard.
2. Upload your Software Logo:
   • Recommended size: 1730x360 pixels (rectangle).
3. Upload your Minimized Software Logo:
   • Recommended size: 256x256 pixels (square).
4. Update the Support Email:
   • Ensure the email is one where support inquiries from your customers can reach you.
5. Set up a custom domain:
   • If you wish to use your own domain name, contact the support team with your Domain name.
   • Note: This process is currently handled manually via email, though automation is planned for future updates.

Once support setup your domain name, and your logos are updated, you will see it like so:

Creating White-Labeled Teams

What is a White-Labeled Team?
A white-labeled team is a dedicated "workspace" created specifically for your clients. When clients join this team, they see your branding, including your logo and brand name, while the Robopost brand remains completely hidden.

White-labeled teams not only help maintain consistent branding but also offer a logical way to manage both security and access matter, and separate clients into their respective "workspace" effectively.

Step 1: Create a New Team

Go to White Labeled Teams in the dashboard. (Team > See White Labeled Teams)

Click Create New White Labeled Team.

Enter the following:

• Team Name: Choose a descriptive name for the team.
• Emails: Add email addresses of the team members to invite them directly.

Step 2: Customize Team Settings

Once your white-labeled team is created, you can update the following:

• Team Name: Rename the team as needed.
• Usage Limits: Set limits for scheduled posts and the number of channels.
• Documentation URL: Add a link to your custom documentation or tutorials to guide users. This URL will be visible under "Docs" link to your users under the team.

Managing White-Labeled Teams

Inviting New Members

Navigate to the desired team in the left panel.

White-labeled teams are marked with a white tag icon.

You can navigate between teams by simply clicking on one of them.

Select Team > Members.

Click + Invite Member.

Add the email addresses of the individuals you wish to invite. Set their rights, and click "Invite". They will receive an Email that contains an invite link they need to click on.

Renaming Teams

• While managing a team, you can change its name and profile picture directly from the Team Settings menu.

Summary of Features

• Brand Customization:
  • Replace Robopost branding with your own name, logo, and email addresses.
• Client Management:
  • Create and manage multiple teams for your clients under your brand.
• Custom Domain:
  • Utilize your own domain name to reinforce your branding.
• Documentation Control:
  • Redirect users to your own custom manuals or tutorials.

For further assistance, reach out to the support team via the contact details provided in the Agency Plan portal.