Instructions to setup DNS & SMTP
Steps to Setup DNS Record: You can go to your registrar (e.g. godaddy, namecheap, google, etc) and open DNS settings of your domain then follow the following steps: Create a CNAME type Record Host value should be <subdomain_name_here> Points to value should be app.B-Linked.com Save the record. Sometimes it takes upto 24 hours to propagate…
Basic Info
Agency users provide their company details in this section and can select their branding colors. Whitelabel users will have to provide the following company related details and click save details. Company Title. (Required) Primary Color (select from color picker). Secondary Color (select from color picker). Logo. (Required) Logo Icon. Tagline. Summary. (Required) Description.
User
Agency users are listed under this section for agency admin users along with full name, email and subscription information. System provides the ability to search through the list by full name and email. Agency admin users can add, remove, access users’ accounts by just a single click.
Add User
Agency admin users can add users under their agency in the system. To add users agency admin users by clicking on the add button at the top right of the screen which will open a popup where admin has to provide name, email and select permission for the user then hitting on the select button…
Users Management
System enables its agency users to perform various actions to manage its users. Cancel the Subscription: Agency admin users can cancel subscription of its users at any time which will delete the user from the system. Create A Magic Link: Agency admin users can create magic links for each user for its team to actively…
Personalize
System provides all the tools in this section to set up personalized messages for better communication with prospects to increase conversion rate. To improve the communication further users can design messages and add more value by adding personalized images and GIFs. Templates This section facilitates the users to save time by composing different message templates…