White-Label Portal Setup

First, enable white-label features for your organization.

Check Your Plan

White-label is available on Business and Enterprise plans. Check your current plan at Settings → Billing.

Enable Features

1. Go to Settings → Branding
2. Toggle "Enable White Label" to On
3. You'll see additional configuration options appear
4. Complete the following sections before going live

What's Included

| Feature              | Business | Enterprise |
|----------------------|----------|------------|
| Custom Domain        | ✓        | ✓          |
| Logo & Colors        | ✓        | ✓          |
| Custom Email Domain  | -        | ✓          |
| Remove "Powered By"  | -        | ✓          |
| Multiple Portals     | -        | ✓          |

Set up your own domain (e.g., affiliates.yourcompany.com) to serve the affiliate portal.

Choose Your Domain

Recommended patterns:

• affiliates.yourcompany.com
• partners.yourcompany.com
• referrals.yourcompany.com

Add Domain in Attro

1. Go to Settings → Branding → Custom Domain
2. Enter your chosen domain (without https://)
3. Click "Add Domain"
4. Copy the DNS records shown

Configure DNS

Add a CNAME record at your DNS provider:

Type:  CNAME
Name:  affiliates
Value: proxy.get-attro.com
TTL:   3600 (or Auto)

Example DNS configurations:

# Cloudflare
Name: affiliates
Target: proxy.get-attro.com
Proxy: OFF (DNS only)

# GoDaddy
Host: affiliates
Points to: proxy.get-attro.com
TTL: 1 Hour

# Namecheap
Host: affiliates
Value: proxy.get-attro.com
TTL: Automatic

Verify Domain

1. DNS propagation typically takes 5-30 minutes
2. Return to Attro and click "Verify Domain"
3. Green checkmark indicates success
4. SSL certificate is automatically provisioned

Troubleshooting: If verification fails, ensure proxy/CDN is disabled for this subdomain and wait for DNS propagation.

Upload your logo and configure your brand colors for a cohesive experience.

Logo Requirements

• Primary Logo - SVG or PNG, minimum 200px width
• Favicon - PNG, 32x32 pixels
• Background - Transparent recommended

Upload Logos

1. Go to Settings → Branding → Logos
2. Click "Upload Primary Logo"
3. Select your file
4. Preview and confirm
5. Repeat for favicon

Configure Colors

Set your brand colors using hex codes:

Primary Color:    #3B82F6  (buttons, links, accents)
Secondary Color:  #1E40AF  (hover states, headers)
Background:       #FFFFFF  (page background)
Text:             #1F2937  (body text)

1. Go to Settings → Branding → Colors
2. Enter hex codes for each color
3. Preview changes in real-time
4. Save when satisfied

Preview Your Portal

Click "Preview Portal" to see how affiliates will experience your branded portal. Test:

• Login page
• Dashboard
• Link generation page
• Payout history

Set up content that affiliates see in your branded portal.

Welcome Message

Welcome to the [Company] Partner Program!

We're excited to have you. As a partner, you'll earn commissions
for every customer you refer. Get started by generating your
unique tracking link below.

1. Go to Settings → Branding → Content
2. Edit the welcome message
3. Use markdown for formatting
4. Save

Support Information

• Support Email - Where affiliates reach you
• Support URL - Link to help docs or chat
• Terms URL - Your affiliate agreement
• Privacy URL - Your privacy policy

Social Links

Optionally add social media links for affiliates:

• Twitter/X handle
• LinkedIn page
• YouTube channel
• Discord server

Resource Links

Provide affiliates with promotional materials:

| Resource          | URL                              |
|-------------------|----------------------------------|
| Brand Guidelines  | yourcompany.com/brand            |
| Logo Pack         | yourcompany.com/logos.zip        |
| Marketing Copy    | yourcompany.com/affiliate-copy   |
| Product Images    | yourcompany.com/images           |

Enterprise plans can send affiliate emails from your own domain instead of Attro.

Why Custom Email Domain?

• Better deliverability (not associated with bulk senders)
• Professional appearance (from: [email protected])
• Consistent branding across all touchpoints
• Replies go to your support team

Add Email Domain

1. Go to Settings → Branding → Email
2. Enter your sending domain (e.g., mail.yourcompany.com)
3. Choose From address (e.g., [email protected])
4. Copy the DNS records shown

Required DNS Records

# SPF Record
Type: TXT
Host: mail
Value: v=spf1 include:_spf.get-attro.com ~all

# DKIM Record
Type: TXT
Host: attro._domainkey.mail
Value: [provided in dashboard]

# DMARC Record (recommended)
Type: TXT
Host: _dmarc.mail
Value: v=DMARC1; p=none; rua=mailto:[email protected]

Verify Email Domain

1. Add all DNS records
2. Wait for propagation (can take up to 48 hours)
3. Click "Verify Domain" in Attro
4. Send a test email to confirm

Before announcing to affiliates, thoroughly test the branded experience.

Checklist

• Visit custom domain - should load without errors
• Check SSL certificate - should show as secure
• Test signup flow - create a test affiliate account
• Verify branding - logo, colors, content appear correctly
• Test link generation - tracking links work
• Check emails - verify from address and branding
• Test mobile - responsive design works

Test as New Affiliate

1. Open incognito/private window
2. Visit your custom domain
3. Go through signup process
4. Generate a tracking link
5. Click the link - verify redirect works
6. Check dashboard - stats appear correctly

Common Issues

| Issue                    | Solution                        |
|--------------------------|----------------------------------|
| Domain shows error       | Check DNS records, wait for prop |
| No SSL/shows insecure    | SSL auto-provisions in ~15 min   |
| Logo not showing         | Clear cache, check file format   |
| Emails going to spam     | Verify SPF/DKIM records          |
| Links redirect to Attro  | Check domain verification status |

Once testing is complete, announce the new branded portal to your affiliates.

Update References

• Change affiliate signup links to new domain
• Update any documentation or help articles
• Redirect old get-attro.com links (Attro handles this automatically)

Announce to Existing Affiliates

Send an email announcement:

Subject: New Partner Portal is Live!

Hi {affiliate_name},

We're excited to announce our new partner portal at:
https://affiliates.yourcompany.com

What's new:
- Cleaner, faster interface
- Same login credentials
- All your stats and links are preserved

If you have any questions, reach out to [email protected].

Happy promoting!
The {Company} Team

Update Marketing Materials

• Landing pages for affiliate recruitment
• Partner program descriptions
• Signup links in documentation
• Email signatures mentioning the program

Transition Note: Existing affiliates can still access via the old URL during transition. Attro automatically redirects to your custom domain.