Custom Domain Integration: White Label and API Domains

White Label Domain Overview: The white label domain is a branded web address where clients access your tailored CRM platform. This domain serves as the public-facing interface and can be customized to reflect your brand’s identity. Purpose and Benefits: Brand Integration: The white label domain ensures a seamless, branded experience for your clients, enhancing your company’s professionalism and credibility. Example: If your business is named "Digital Dynamics," you might choose a domain like app.digitaldynamics.com for clients to log in and use the CRM services. Setup Instructions: 1. Select Your Domain: Choose a domain name that aligns with your brand. 2. Configure DNS Settings: Update the DNS records to point the domain to your CRM platform. API Domain Overview: The API domain is used for internal CRM functions, such as generating system links and managing API requests. It is not visible to end-users but is essential for the CRM’s operational processes. Purpose and Benefits: Operational Efficiency: The API domain handles backend tasks, such as creating unique links for marketing campaigns and facilitating system integrations. Example: When a CRM workflow sends out an email or text message with embedded links, those links are generated using the API domain. This is crucial for actions like sending review requests or providing interactive features. Setup Instructions: 1. Choose a Domain Name: Select a domain name that complements your brand’s identity. 2. Configure DNS Records: Set the DNS settings to direct the domain to your CRM system. Troubleshooting and Common Issues Challenges: Domain Confusion: It’s important to distinguish between the white label domain (used by clients) and the API domain (used for system functions). Misidentification can lead to setup errors. DNS Configuration Problems: Incorrect DNS settings can affect the functionality of both domains. Ensure accurate configuration by following the setup guidelines carefully. Frequently Asked Questions: Why isn’t my white label domain functioning? Double-check your DNS settings and ensure that the configuration steps have been followed accurately. Remember that DNS changes may require some time to fully propagate.