EmbedMyReviews White-Label Client Onboarding (Onboarding)

EmbedMyReviews White-Label Client Onboarding (Onboarding)

1. 01

   Access the White-Label Settings panel

   Navigate to Settings > White-Label and confirm your custom domain, logo, and color scheme are active. Verify the domain's DNS records resolve correctly before proceeding.

2. 02

   Create a new client workspace

   In the Clients section, click 'Add Client' and enter the client's business name and primary location. Assign the client to your agency's brand profile.

3. 03

   Connect review sources

   Use the Review Sources tab to link the client's Google Business Profile and Yelp listings. Authenticate each source and verify that historical reviews are imported.

4. 04

   Configure automated review requests

   Set up email and SMS review request campaigns from the Automation menu. Customize the message templates with the client's branding and schedule the send times.

5. 05

   Enable AI review responses

   In the AI Responses section, connect your own API key (BYOK) for the email provider (e.g., SendGrid or Amazon SES). Configure the response tone and approve the auto-reply rules.

6. 06

   Set up local search tracking

   Add the client's target keywords and service areas in the Local Search Grid. Confirm the rank tracking is active for the client's locations.

7. 07

   Generate branded client report

   Create a monthly report from the Reports dashboard, selecting the client's data range and branding. Preview the report to ensure the agency's domain and logo appear, then schedule delivery.