Webhooks
System has provided its users the capability to integrate with any third party tool that is used in their organization for daily business operations i.e, CRMs etc, and many other tools. To achieve the integrations users can use tools like Zapier & integromat. Zapier provides integrations of more than 2000 apps while Integromat provides more…
Add Webhook
To create a new webhook users can click on the “Add New Webhook” button at the top right of the screen. A popup will open where users have to provide the following information to create webhooks. Webhook Title. Webhook URL. Trigger (what type of information to send?). Choose Active campaigns to connect.
Business Details
White label customers have to update their business address details in this section. Following details are required by b-linked to complete the while label profile information and save the information. Business Name. Address. City. State. Zip Code. Country.
SMTP
B-linked provides a complete solution for its white label customers to manage their customers by integrating their smtp service with B-linked. White label customers have to provide the following information to enable the service. After providing the details the system will send a test email to the customer to verify the server is up and…
Integrations
B-linked provides a live chat support service for its white label users to provide live chat services to their customers. To activate this service white label users have to provide their intercam details and save the details by clicking on the “Update” button at the bottom.
Settings
Whitelabel users can set up their company URL and other URL related settings along with email support information. Following settings can be done by whitelable and save details. White Label (URL). Notification Email. Terms of service. Support Email. Facebook. Instagram. Twitter. LinkedIn
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…