Welcome to Metricool White Label
Metricool White Label for Integrators
๐โ Offer Metricool with your own brand and logo. Discover how to integrate White Label and create your custom dashboard for clients.FeaturedWhite Label for Agencies: Knowing the Product
๐ท๏ธ Build your Agency platform ๐ Weโre thrilled to present Metricool's White Label for Agencies. As a Community and Social Media Manager professional, you can showcase your services in Metricool dashboards using your name, logo and colors. Propose a solution according to your goals, and use Metricool to manage it. Assign as many brands as needed per client with customized roles and follow their activities to provide assistance. You don't need an Auth-system created. We will dedicate theFeaturedWhite Label for Agencies vs White Label for Integrators: learn the difference
๐โ/๐ท๏ธ Differences & Similarities If you don't know what the White Label for Integrators product is and want to learn a little bit more, check the first reference.โ๐โ ๐ต๏ธโโ๏ธ๐ญโ๏ธ Even when they have similar names, they are found between multiple differences, but essentially, they serve the same purpose: to make you grow. If you have a solid web product that has been developed as a tool that lives on its own, you can integrate us, letting your final client know, or not, that MetricFew readers
White Label for Integrators (WLI)
WLI: Integration Methods
๐โ Integrate Metricool as a White Label and offer a complete dashboard with your identity. Step-by-step guide for agencies and integrators.Few readersWLI: Common Errors during iframe Integration
๐โ Avoid the most common errors when integrating Metricool via iframe. Improve the experience and ensure a flawless White Label.Few readersWLI: Initial Customization
๐ Set up your White Label in minutes: logo, colors, and custom name. Create an experience consistent with your visual identity.Few readersWLI: Iframe Customization
๐โ Adjust the Metricool iframe to your design. Modify colors, fonts, and appearance to offer a White Label solution that is entirely yours.Few readersWLI: Advanced Access Tokens
Choose the expiration time Another customizing parameter for your iframe integration is the advanced access token. This is assigned to each brand you create and allows you to define a specific expiration time for the autoin link access. If you donโt change it, this lasts 8 hours (a standard work shift) by default, but you can choose a shorter durationโeven as short as 30 minutesโif you prefer. The lifetime of this token is set according to your platform requirements. Tokens for AFew readersWLI: Iframe is not displayed on Safari
Safari privacy settings If the iframe is not displayed on Safari, please turn off the - Website tracking: prevent cross-site tracking - in the privacy settings. Prevent cross-site tracking (https://storage.crisp.chat/users/helpdesk/website/-/e/f/2/f/ef2fa5eaa559f800/prevent-cross-site-trackingsc4sr3.png =900x321) We have noticed this is due to Safariโs cookie management, strategy and the error message appears under this log: Error with code 403: HTML error page . AdditionFew readersSubdomain Customization via CNAME Integration
๐ Assign your own domain to Metricool with CNAME. Strengthen your brand and provide access to your clients from your professional website.Few readersCNAME setup step-by-step
๐ CNAME record There are two ways to proceed: With Cloudflare as DNS provider Log in to your Cloudflare control panel and select your domain Select DNS option From the DNS control panel: Press on "Add record" Select the value "CNAME for the Typefield Put the name of your subdomain (to use as a white label domain) in the Name field In the Target field type: app.metricool.com Make sure that Proxy Status is enabled (with orange color and status 'Proxied' as seenFew readersSMTP & Email considerations
๐ Send emails using your domain via SMTP. Customize notifications and enhance customer trust with your White Label.Few readersWLI: Mobile App access
๐โ Learn how to use Metricoolโs white-label mobile app to offer a professional and personalized experience to your clients.Few readersWLI: Final Considerations
๐โ Learn what you can and cannot customize in Metricool's White Label. Adjust the limits and unlock the full potential of your dashboard.Few readers
White Label for Agencies (WLA)
WLA: Primary Customization Parameters
๐ท๏ธ Print your Brand identity Now that you have the Agencies Metricool version, open the White Label administration panel (follow Route 1: Menu Whitelabel settings; more info here). ๐๐๐ โ๏ธThe first tab in the panel is for General Settings. Here you can manage your identity information to match your brand, customizing your logo, name, and colors. Please note that the โFew readersWLA: Email Customization Parameters
๐ท๏ธ Add your communication style ๐ง We explained how to customize General settings for your Agency here, now, we talk about the communication channel with your clients. โ๏ธ๐ฅ๐ฉ โ๏ธ Customize an email access notification with your own logo and script to show off your authentic communication style. To achieve this, follow Route 1 (Menu Whitelabel settings) and find the Mail configFew readersWLA: About Clients, Roles, Brands and Teams
๐ท๏ธ Start working with your new Agency platform ๐ฌโ โThese are the remaining tabs in the Whitelabel settings panel (following Route 1, explained here). We discuss each of them in the following paragraphs: ๐๐๐ ๏ธ ๐ฅRoles โ๐ฉโ๐ปโ Select the permissions you want your client or teammate to handle, either by using a default role or by creating a new one. Check this tab as a table iFew readersWLA: Client Role vs User Management Role - Know the Difference
๐ท๏ธ External use vs Internal use ๐ค๐๐ก There are two ways of adding Teammates and Clients to your Metricool account. We have already explained how to do it in detail for the White Label Agency feature here. You can access it by navigating to Menu Whitelabel settings. The second way is through the User Management. This feature is also included iFew readersWLA: Standing from your Clientโs Point of View
๐ท๏ธ Be your client ๐ผ๏ธ We dedicate this full article to explaining how your client will see the White Label agency workflows. So, letโs start from the top. ๐ฅ๏ธ ๐ ๐ Client's onboarding process ๐ง This is the client's view of the onboarding process. The first step is the Email invitation. Go to menu Whitelabel settings Clients + Add New Client Type or paste the email address Assign Brands Enable the brand(s) your client will manage and assign it a Role continueFew readersWLA: Final Considerations
๐ท๏ธ Keep in mind Clients and teammates added in your Whitelabel settings wonโt appear in the list of users when you send a post to review from the Calendar. There are no notifications when a client approves, or denies a post sent by you. Those brands that have been shared with you through the User Management feature wonโt appear in your account. Youโll only see the brands owned by the account for which the Custom plan has been paid. Due to our collaborFew readers
