Enhancing Client Engagement Sub Account Branded Domains

Introduction

In the realm of client management and communication, maintaining a consistent and professional brand image is paramount. This article serves as a comprehensive guide on leveraging the CRM's Sub-Account Branded Domains feature. Designed for both new and seasoned users, this guide aims to enhance your understanding of creating custom domains for payments and Trigger links, tailored to each client's brand. By the end of this article, you will be equipped with the knowledge to streamline communication, reinforce brand consistency, and foster trust with your clients.

Why Sub-Account Branded Domains Matter

Custom domains at the sub-account level not only streamline communication but also add a professional touch that reinforces brand consistency and trust. Here’s why this feature is a game-changer:

Client-Centric Branding: Branding payment and Trigger links with custom domains specific to each client enhances their experience, fostering a stronger connection and professionalism in communication.
Versatile Branding Options: Tailoring each sub-account with its own branded domain ensures a cohesive and customized approach for different clients, maximizing brand visibility and recognition.
Effortless Configuration: The process to add and customize branded domains is straightforward, elevating your client's brand effortlessly.

How to Use Branded Domains for Accounts

Implementing branded domains for your clients’ accounts involves a few simple steps:

Access the DNS Provider:

Begin by creating a CNAME at your DNS provider that points to “link.msgsndr.com”. This step is crucial for linking the custom domain to the CRM's infrastructure.

Navigate to Account Settings:

Log into your CRM account and access the settings. This is where you’ll find the options to manage sub-accounts and their features.

Customize the Branded Domain:

Select “Business Profile” from the left navigation menu.
Add your branded domain under the “Branded Domain” input field. This will be the domain used for payments and Trigger links, reflecting your client’s brand.

Practical Examples and Use Cases

Imagine you manage marketing for several clients, each with a distinct brand identity. By setting up a custom domain for client A’s payment links, such as “payments.clientAbrand.com”, and another for client B’s Trigger links, like “action.clientBbrand.com”, you not only streamline the user experience but also reinforce each client’s brand identity and trustworthiness.

Troubleshooting and FAQs

Q: What if my custom domain isn’t working?

A: Ensure the CNAME record is correctly pointed and allow some time for DNS propagation. If issues persist, verify the domain settings within the CRM.

Q: Can I use the same domain for multiple sub-accounts?

A: No, each sub-account requires a unique branded domain to avoid conflicts and ensure proper routing of links.

Conclusion

Thanks for sticking with us through this guide! We've learned a lot about making our clients' brands shine with Sub-Account Branded Domains. This cool feature lets us create special web addresses for things like payment and Trigger links that match each client's brand. It's all about making sure our clients stand out and feel special, which can make them trust us more. We went over how to set these up, from adding a CNAME record to customizing the domain in our CRM settings. Plus, we talked about how doing this for each client makes their brand look super professional and can help us avoid mix-ups. If you ever get stuck, remember to check the CNAME is right and give it some time. And don't forget, each client needs their own unique domain. By using branded domains, we're making our clients' experiences better and keeping their brands looking sharp. So, let's get started and make our client communications cooler and more professional. Thanks for learning with us!