Support Navigation

  1. Expand settings from the left-side navigation.
  2. Select White Label.
  3. Enter the domain or subdomain into the domain settings box on the domain settings tab.
    1. example: crm.domain.com
  4. Open up your DNS provider which often time will be your domain registrar such as GoDaddy, Namecheap, etc.
  5. Create a CNAME record.
    1. enter the full record into the name field
      1. example: crm.domain.com
    2. enter the following into the target field
      1. cname.leadsnap.com
    3. if you have the option disable "Proxy Status"
    4. Save your settings.
  6. Wait 5 minutes for the update to propagate.
  7. Load the website address you have entered for the white label to test things.

Configure Login Page:

These settings allow you to configure the login page of your white-labeled version of LeadSnap. You can change the background color, text color, sign-in button color, and even add a background photo.

  1. Expand settings from the left navigation.
  2. Select the White Label option from the settings menu.
  3. Select the Login Page tab from the horizontal menu across the top.
  4. Upload your logo from your computer.
  5. Select the text color, button color, and background color by clicking the color clicker or typing in a color code.

Configure System Settings:

These settings allow you to configure the area within the application after a user logs in. You can adjust the entire branding look and feel of the application. You will notice there are 4 sections that allow you to make adjustments. You can change the logo, favicon (icon inside the browser tab) as well as the left navigation color, text, and background items as well as the buttons and icons throughout the application.

  1. Expand settings from the left navigation.
  2. Select the White Label option from the settings menu.
  3. Select the System Settings tab from the horizontal menu across the top.
  4. Select your desired branding and click update.
  5. Check your updates and adjust.

Logo: this will change the logo in the top left corner and in several other Upload your logo from your computer.

Upload the favicon from your computer. The favicon is the small icon that appears within the tab in your browser.

Select the text color, text on hover, and background color for both the left navigation and header menus.

The text on hover is the color of the text as you hover your mouse over an item on the left navigation menu.

Select the background and text color for the active menu items.

Email Account

To prevent the exposure of the LeadSnap domain to your white label users an email account is required. You can select which email address you use as your default email for communications from the system to your users. There are two things you need to do in order to set up an email account. First, you must add the email account, and second, you must select the email account you have added as the default email for your white label instance.

Part 1: Adding an email account

Please refer to the following article for instructions on adding an email account.

Part 2: Assign email account as default for white label

  1. Expand settings from the left navigation.
  2. Select White Label from the settings menu.
  3. Select the email settings tab from the top horizontal navigation.
  4. Select the email address from the dropdown menu that you would like to use for white label communications.
  5. Click the save settings button.

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