White-labeling
Understand how Adaptify works as a white-label tool for customer-facing reporting, proposals, and onboarding.
White-labeling with Adaptify
Adaptify is built to work as a white-label tool. Customer-facing reporting, proposal, and onboarding pages can use your agency branding instead of Adaptify branding.
What white-labeling controls
- Custom domain controls where customers open white-label reporting links.
- Reporting email controls the sender and reply-to details for automated reports.
- Report header controls the logo, report title, and favicon shown on white-label pages.
- Brand color controls the primary color used across the white-label experience when self-serve features are enabled.
- Terms and conditions can be added as a hosted URL or text shown in proposal and onboarding flows.
- Proposal settings help standardize pricing, packages, and reusable proposal content.
Domain and reporting email
The custom domain is the customer-facing URL for white-label reports. After you request a domain, DNS verification and setup can take time before the domain becomes active.
The reporting email decides who automated reports appear to come from and where replies should go. Set this up with a recognizable sender name and an inbox your team monitors.
Recommended setup order
Set the logo and report header first, then connect the domain, then configure the reporting email. That gives customers a consistent branded experience when links and emails start going out.
Branding and report header
The report header preview shows how the white-label report header will look to customers. Use it to check the logo, title, favicon, and brand color before sharing reports.
Keep the logo readable at smaller sizes, use a square favicon, and choose a brand color with enough contrast for buttons and highlights.
Proposals and self-serve
Proposal settings support customer-facing proposal and onboarding flows. Pricing, package details, proposal content, and terms should match the way your agency sells and delivers SEO services.
Keep customer-facing copy current
Review proposal content, pricing, and terms whenever your packages change. These settings shape what customers see before they approve or start work.