Instiller Client Account Provisioning and Branding (Onboarding)

Instiller Client Account Provisioning and Branding (Onboarding)

1. 01

   Create the client account from the agency master login and confirm the unlimited client account allowance is active.

   Instiller bills on email volume, not seat count, so no per-client fee applies at this stage. Record the client name and the sending domain you intend to attach.

2. 02

   Apply the client's logo and colour palette in the white-label rebranding settings.

   The interface is rebranded per client account, so the client never sees Instiller branding. Keep a copy of the approved asset pack in the agency's client folder before uploading.

3. 03

   Attach a branded sending domain for the client and publish SPF and DKIM records.

   Instiller supports unlimited sending domains and logins, so each client can hold its own domain. Verify DNS propagation before any campaign is queued.

4. 04

   Import the client's opted-in contact list and map custom fields for segmentation.

   Permission-based lists only. Flag any list with no documented opt-in source and hold it out of the first send until the client confirms consent.

5. 05

   Build the first automation workflow triggered by engagement or cart abandonment.

   Cart abandonment recovery is included in the platform, so ecommerce clients can have the recovery sequence live in the same account as their broadcast campaigns.

6. 06

   Publish embedded forms and popups that write leads into the client account.

   Test each form submission end to end and confirm the contact lands in the correct list with the correct tags.

7. 07

   Run a seed send to internal inboxes and check the sender reputation monitoring panel.

   Do not release the first client campaign until the reputation panel shows a clean state and the seed send renders correctly across the client's main mail providers.

8. 08

   Hand the client a branded login with permission-based access and log the monthly volume band.

   Note the volume band in the agency's billing sheet. The £325 per month estimate covers 100,000 monthly volume, and additional email above that band is charged at £0.0033 per email.