Resellers
How to Set Up a White Label Portal with Custom DNS and SSL
Setting Up a White-Label Portal A white-label Visual Visitor portal allows your clients to access the platform using your branded domain (for example, visitors.youragency.com) instead of the Visual Visitor domain. This setup requires DNS ...
How to Configure Visual Visitor with GoDaddy DNS for White Label Subdomains
GoDaddy DNS Setup for White Label Subdomains When setting up a white-label Visual Visitor portal, your branded subdomain (for example: visitors.youragency.com) must be pointed to the Visual Visitor platform through your GoDaddy DNS settings. Follow ...
Why Is the Same Visitor Appearing Across Multiple Unrelated Client Sites?
Why the Same Visitor May Appear Across Multiple Unrelated Client Accounts If you are a reseller managing multiple client dashboards, it can be concerning to see what appears to be the same visitor record showing on two or more unrelated websites. In ...
Vendasta Partner: New Account Email Link Not Working for Dashboard Access
Vendasta partners who use Visual Visitor sometimes encounter an issue where the "New Account Message" or onboarding email link sent to new clients does not successfully open the Visual Visitor dashboard. Why the Email Link May Not Work The "New ...
Reseller Dashboard: Changing a User Email, Password Resets, and Adding Report Recipients
Resellers managing their white-label platform sometimes need to update the default user login credentials, resolve password conflicts, or add additional recipients to client reports. This article covers each of these tasks. Changing the User Email ...
Moving a Client Account Between Reseller Portals or to a Standalone Account
At this time, Visual Visitor is unable to transfer existing direct accounts into a reseller dashboard. If a new reseller client was previously an active direct customer of Visual Visitor, a new account/dashboard must be created under the reseller ...
How to Update Your Reseller Logo and Branding in the Dashboard
As a reseller, you can white-label the Visual Visitor dashboard with your own logo and brand name. Updating these settings can be done from within your reseller portal. Please visit our Reseller Settings article for a video guide on how to update ...
How Resellers Can Extend or Increase Free Trial ID Limits for Client Accounts
Managing Free Trials for your Clients When resellers onboard new clients, those accounts are typically placed on a free trial with a default number of identification credits (IDs). During the trial period, you may need to increase available IDs or ...
Can I Receive a Notification When a Client Installs the Tracking Script?
Resellers and agencies who manage multiple client accounts sometimes want an automated notification or API event when a new client successfully installs the Visual Visitor tracking script on their website. This article clarifies what is currently ...
Troubleshooting Login Issues for Reseller Partner Portal Access
Reseller partners and their sub-users sometimes encounter login problems when accessing the Visual Visitor Partner Portal or white-labeled dashboard. These issues are often caused by credential mismatches, account setup steps not being completed, or ...
How to Add Visual Visitor to Your SPF Record for Email Deliverability
When Visual Visitor sends emails on behalf of your domain (for example, AI Sales Rep outbound emails that appear to come from your address), your domain's SPF (Sender Policy Framework) record must authorize Visual Visitor's mail servers to send on ...
Customizing Reporting as a Reseller
While the platform’s standard reporting views are not customizable at this time, resellers still have flexible options to access, enhance, and tailor their reporting outside of the default interface. What Can Be Customized? At this time, the built-in ...
Reseller Settings
Updating Your Reseller Information If you need to make updates to your Reseller Information, you can do so directly from your Reseller Settings. Within this section, you can: Update your brand colors Upload or change your logo Access your ...
What is an SPF Record?
An SPF record (Sender Policy Framework record) is a type of DNS text (TXT) record that tells email servers which mail servers are allowed to send email on behalf of your domain. In simple terms: It’s a permission list for email senders tied to your ...
White Labeled WordPress Plugin
As a Reseller, you have white label advantages. One of those being is our WordPress Plugin. This plugin simplifies the installation of Visual Visitor even more so that your company can quickly, but with the white labeled coverage. Where to find your ...
Reseller User Permissions
Visual Visitor Reseller accounts have multiple permission levels to support account management, client access, and security. Each role determines which menus, features, and client accounts are accessible. Reseller User Levels Reseller accounts ...
Password Mismatch Alert Preventing Account Updates
If you see a Password Mismatch alert on your account, you will not be able to make or save updates. This alert is a security safeguard designed to prevent unintended changes. In most cases, this occurs when browser password autofill is enabled. Why ...
Do you work with partners or have a reseller program?
Sure do. Tell us about yourself and let’s get the conversation started. Visit our Resellers page.
Ending a Paid Account
How do I end a client paid account? Ending a paid account is simple. 1. Go to Reseller > Customers > Select the Edit Button 2. Select the End Paid Account button 3. Select End Paid Account in the pop-up menu Make sure your pop-up browser is enabled. ...
Convert a Customer from Free Trial to Paid Account
When a client's 14-day free trial is ready to go live as a paid account, the reseller must complete a few steps in the dashboard to unlock the full identification budget. To start: Log in to your master reseller account and navigate to the client ...
Reseller Consumer (+Person) Customer Activity Report
The Consumer (+Person) Customer Activity Report gives you an in-depth look at your consumer plan settings and identified visitors. ? +Person Customer Activity Report Overview: Maximum number of identified visitors (i.e. the budget you set per ...
Types of WebID Comparison - +Employee vs +Person
Below is a screenshot of the slide, along with bullet point comparisons of the B2B and Consumer platforms. We encourage you to use this slide in company presentations. ✅ WebID +Employee Identify the Company: Yes Identify the Specific Employee: Yes — ...
Adding a New Client Account
Use the following steps to add a new customer. Be sure to note the examples provided for you. 1. Go to Reseller > Customers 2. Click on Add New Customer. 3. Enter company name, domain, and contact info. The system does not like duplicate emails. One ...
Removing A Client Account
Deleting a customer profile is simple. 1. Go to Reseller > Customers 2. Click on the red delete button It's that easy. If you would like to learn how to add customer accounts, click here.
Login As your Client Function
Login As Function If your customer has a question about his or her account, you have two options: you can rely on the customer to send over a screenshot or you can login to the account yourself. This process, known as our Login As (impersonate) ...
How to Resend the Setup Email
In the dynamic world of technology and client services, ensuring that your clients or users are well-informed about the initial setup process of your platform is crucial. There may be instances where you need to resend a setup email to a client or ...
Reseller Email Notifications
As a reseller, you may have questions about which email alerts go where and if they can be controlled. We have options for customizing your alert settings to suit your business needs and never miss a critical update. Optimize your reselling strategy ...
Creating A Subdomain for Your White Label Account
Understanding Subdomains in a White Label Account A subdomain is a secondary domain that operates under your main domain, allowing you to create distinct sections or functionalities while maintaining your brand identity. In a white label setup, ...
Understanding the 'Send As' Email Concept
In the dynamic world of reselling, establishing a strong email communication system is paramount. One critical aspect of this setup is configuring the "Send As" email feature. If you're unfamiliar with this term, fear not – this article is here to ...
CAN-SPAM Act
What is CAN-SPAM? The CAN-SPAM Act is a Consent Guide for Businesses regarding email marketing legalities. When sending out emails whether it be bulk mail, commercial messages, or cold emails there are laws that must be followed. A few things your ...
What is the difference? Cold Email VS Spam.
Cold email is not illegal (but must follow CAN-SPAM guidelines) The Federal Trade Commission has clarified CAN-SPAM “doesn’t require initiators of commercial email to get recipients’ consent before sending.... There is no opt-in requirement." Click ...
What is Private Label/White Label?
Also known as white label or 'Your Brand Here', the private label allows you to take advantage of the full functionality of Visual Visitor under your own brand name and turn it into a revenue stream for your business. When you private label Visual ...
How do I become a reseller?
Our Reseller Edition is specially designed so that you can attach your name and logo to the site and make it your own revenue stream. Your customers will never know we exist! The Visual Visitor Reseller Edition is ideal for: Web Designers Creative ...
Updating your DNS SPF Record in Rackspace
To add an SPF TXT record by using the Cloud Control Panel, follow these steps: Log in to the Cloud Control Panel. In the top navigation bar, select Networking > Cloud DNS. Click the action gear next to the name of the domain that you want to modify, ...
Updating your DNS SPF Record on WIX
To add or update an SPF record: Click to go to the My Domains page. Note: If you have more than one domain in your account, select the relevant domain. Click the Advanced tab. Click Edit DNS. Scroll down to the TXT (Text) section. Click Add another ...
For some reason, we are getting our customer's email alerts. What do I do?
It appears you have added 'your' code to your customer's website. Here is how to correct: Login to your dashboard Go to "Resellers --> Customers" Login as Customer Once logged in as customer: Go to "Configuration --> Installation" Copy the ...
As a Reseller, can I offer my prospects a free trial?
Yes, you can! We encourage you to offer all of your prospects a 14-day free trial. As you know, the trial does not begin until the code is actually installed on the prospective customer's website. Simply log in to your dashboard Select "Reseller ...
What information do you need from me to convert my account to a private label reseller?
In order to change your account into a reseller, we need to know a couple of items. Currently our customer's login to https://app.visualvisitor.com We change this to your subdomain. What do you want your subdomain to read? ...
As a Reseller - How do I create separate reports for my different customers?
As a Reseller, creating reports can be very important for your business so understanding this process is extremely important. Fortunately, we have made it a simple and straightforward process for you. Inactive Customer Summary Go to your Dashboard ...
I just signed up as private label Reseller. What's next?
Congratulations! Now that you have signed up as a private label Reseller, there are a couple of things you will want to do right away. First, you will want to upload your logo to customize with your brand. This is really the only step that needs to ...
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