BigMailer Client Brand Provisioning and White-Label Handoff (Onboarding)

BigMailer Client Brand Provisioning and White-Label Handoff (Onboarding)

1. 01

   Confirm the client's sending path before creating the brand

   Decide whether the client connects their own Amazon SES credentials or rides on BigMailer's sending infrastructure. This choice drives deliverability ownership and must be settled before any list import, because the Business Lite plan at $7.5/mo only sends via a client-owned SES connection.

2. 02

   Create the client brand inside the agency dashboard

   From the Agency Pro account ($12/mo tier, up to 100 users), add a new brand for the client. Keep one brand per client so reporting, suppression lists, and sender reputation stay isolated across the agency's book.

3. 03

   Authenticate the sender domain

   Add the client's sending domain and complete DNS authentication records. Do this before the first campaign so the client's promotional and transactional mail share a verified identity rather than a shared agency domain.

4. 04

   Import and clean the contact list

   Upload the client's opt-in list into the new brand, mapping custom fields for segmentation. Flag any list without documented opt-in consent and hold it back, since deliverability on this platform assumes permission-based lists.

5. 05

   Build templates in the drag-n-drop editor

   Produce the client's starter templates with their logo, colors, and footer compliance text. Save them as reusable templates within the brand so the client's future sends do not require a rebuild.

6. 06

   Wire automation through Zapier, Integromat, Pabbly, or Zoho

   Connect the client's CRM or e-commerce platform so order and signup events flow into BigMailer for transactional and lifecycle sends. Test one live event end to end before declaring the integration done.

7. 07

   Apply white-label branding and hand off access

   White-label is available on the Business Pro plan ($15/mo) and above. Rebrand the interface with the agency identity, then issue client team member logins with the minimum access they need, keeping admin rights with the agency.

8. 08

   Run a deliverability and reporting baseline

   Send a test campaign to seed inboxes, confirm open and click tracking registers in real time, and record the baseline engagement numbers in the client's onboarding document so the first monthly retainer review has a reference point.