Campsend White-Label Delivery Setup (3-5 days)
A short engagement that configures Campsend's white-label delivery pages and expiring-link workflows so an agency can hand off files to clients under its own brand, with open and download tracking on every delivery. Time: 3-5 days.
By InnovaAI ResearchPublished
Campsend White-Label Delivery Setup (3-5 days)
A short engagement that configures Campsend's white-label delivery pages and expiring-link workflows so an agency can hand off files to clients under its own brand, with open and download tracking on every delivery.
- A Campsend account on the Free, Pro, or Team plan
- Agency logo, brand color, and optional cover image ready for upload
- Client list and a pilot client identified for the first delivery workflow
- Access to the client's email system for testing recipient notifications
- Optional: S3, R2, or B2 bucket credentials if the client wants files kept in their own storage
- 1.Create the Campsend account and configure the agency profile with name, logo, and brand color
- 2.Review the Free plan limits (15 deliveries per month, up to 2 GB each) to decide if a paid plan is needed for the pilot
- 3.Upload a test file and send a delivery to an internal email to verify the recipient link and 30-day expiry
- 1.Customize the delivery page with the agency's name, logo, and color, and add a cover image if on the Pro plan
- 2.Enable the recipient reply feature so clients can send files back on the same page without signing up
- 3.Create a file library folder structure for the pilot client's recurring deliverables (contracts, proofs, reports)
- 1.Set up a branded delivery template for the pilot client, including a standard note and expiry link settings
- 2.Train the agency team on sending deliveries and checking open/download tracking in the dashboard
- 3.Run an end-to-end test with the pilot client: send a file, confirm the branded page appears, and verify tracking events
- 1.Document the delivery workflow for the client, including how to reuse files from the library and enable replies
- 2.Configure optional S3, R2, or B2 bucket connection if the client requires files kept in their own storage
- 3.Deliver a summary report of the test delivery's open and download activity to the client
- 1.Finalize the client-facing service description and pricing for ongoing delivery management
- 2.Hand over admin access and a quick-start guide to the client's team
- 3.Schedule a follow-up check-in to review delivery metrics and adjust the workflow
With the Free plan at $0/mo, an agency can pilot the service with zero tool cost and charge a $350/mo setup and management fee, yielding near-full margin. Even on the Team plan at $49/mo, the tool cost is under 15% of a $350/mo retainer, leaving over $300/mo gross margin per client.
- Branded Campsend delivery page configured with agency logo, color, and cover image
- File library structure for recurring client deliverables
- Delivery workflow documentation including expiry link and reply settings
- Training guide for the client's team on sending and tracking deliveries
- Open/download tracking report template for monthly client summaries
The pilot client has received a branded delivery via Campsend, opened and downloaded the file, and the agency can see the tracking event in the dashboard.