The white label domain and the API domain serve two distinct purposes within the CRM. Understanding the difference between them ensures you configure each one correctly and avoid common setup mistakes.

White Label Domain #

Overview: The white label domain is the personalized domain where your clients will log into your customized version of the CRM. It’s the front-facing part of your CRM that can be branded to match your company’s identity.

Purpose: The white label domain is used to provide a seamless experience for your clients. It allows you to present the CRM under your brand, enhancing professionalism and trust.

How to Set Up: Setting up a white label domain involves choosing a domain name that reflects your brand and configuring it to point to the CRM. This process requires updating DNS settings.

Use Cases: For example, if your agency is called "Digital Dynamics," you might set up a white label domain like app.digitaldynamics.com where your clients would log in to access the CRM features.

API Domain #

Overview: The API domain is used behind the scenes for technical operations, such as generating system links and managing API calls. It’s not meant to be a front-facing domain but plays a crucial role in the functionality of the CRM.

Purpose: The API domain facilitates the CRM’s ability to perform automated tasks, generate unique links for campaigns, and integrate with other systems.

How to Set Up: Setting up the API domain involves choosing a domain name that reflects your brand and configuring it to point to the CRM. This process requires updating DNS settings.

Use Cases: When a workflow triggers an email or text message, any links included in these communications are generated through the API domain. These links might be used for review requests or other interactive elements.

Common Challenges #

• Confusion Between Domains: Users may mistakenly interchange the white label and API domains. It’s important to remember that the white label domain is for client login, while the API domain handles system operations.
• Domain Setup Issues: Incorrect DNS settings can lead to problems with domain functionality. Ensure you follow the setup instructions carefully.

Frequently Asked Questions #

Why is my white label domain not working? #

Check your DNS settings and ensure you’ve followed the setup instructions correctly. DNS changes may take some time to propagate.

What is the white label domain used for? #

It is the front-facing, branded domain where your clients log into your customized version of the CRM, reinforcing your company’s identity.

What is the API domain used for? #

The API domain works behind the scenes for technical operations such as generating system links, managing API calls, and powering automated tasks and integrations.

How do I avoid confusing the two domains? #

Remember that the white label domain is for client login, while the API domain handles system operations like generating links in workflow-triggered emails and texts.

Do both domains require DNS configuration? #

Yes. Both the white label domain and the API domain require you to choose a branded domain name and update your DNS settings to point to the CRM.

Which domain generates links in automated messages? #

The API domain generates the links included in workflow-triggered emails and text messages, such as review requests and other interactive elements.