*Note: Verblio currently has two white label platform views. If you signed up for Verblio after May 6th, 2020, you're viewing the correct help page. Customers using Verblio before that date have access to Verblio's original white label platform and should refer to our help page located here. For any customers using the original white label platform who’d like to be switched over to the new version, please reach out to [email protected].
If you are an agency working with Verblio to purchase content for one or more clients, you likely want to share content with them without revealing that you're working with us.
Even better would be a feature that allows you to securely share submissions with your clients while also giving your end client the opportunity to give detailed feedback and make in-line edits so you can work on next steps with the writer.
With our new white label feature, you can do just that! That’s right. Our most requested feature of all time is finally here! Verblio’s new and improved white label feature allows our agency customers to receive in-line editing and feedback from their end clients, increasing collaboration efficiency for all. The best part is that all of it happens without your clients ever knowing they’re using Verblio.
White Label Settings and Overview
Click on your email address in the upper right-hand corner of your dashboard and choose White Label from the drop-down menu:
You'll see three (3) tabs that you can navigate: Clients, Users, Settings.
Use the Settings tab for baseline customizations. You can edit the displayed agency name and URL, upload your agency logo, and toggle the submission visibility setting.
Your clients will access their content at a custom domain at [yourbrandname].editspace.com. Use the Agency name field to edit the subdomain part of the editspace URL.
Logo: Add your logo to the clients whitelabel view. We recommend uploading a .jpg, .png, or .gif (600px wide at 72dpi).
You can also choose to make all new submissions visible to your clients by default. Just check the appropriate box located near the bottom of the settings tab.
The 'Users' tab allows you to invite your clients to view Verblio submissions. Click 'Add a new user' to get started:
Enter your client's email address and choose the subscriptions you'd like them to access. Click 'Invite' at the bottom of the dialog box.
Your client(s) will receive an email with instructions to create a password and log in to view their submissions at your chosen secure domain. They can simply bookmark that log-in page for easy access to their visible submissions.
The client tab provides a general overview of all of your clients. Here, you can change your client’s display name, view the users who have permission to view content for each client, and change white label visibility for each client in your agency.
The display name for each client is by default the same as the system name, but you can easily change this by clicking directly into the display name to edit it. The display name will be what your client(s) see in the white label URL, so we advise you to name it accordingly with what you’d like your clients to see when reviewing your submissions.
The visibility column allows you to quickly change which clients have white label visibility by toggling either a blue ‘on’ toggle, or a grey ‘off’ toggle. Keep in mind that a gray ‘off’ toggle will disable white label visibility for that entire subscription. (Read below to learn where you can disable/enable visibility for individual posts.)
This visibility feature is especially handy if you need to work with our writers or edit submissions, or if you're just not ready for your client to log in and start reading submissions. A simple on or off toggle changes the visibility of that subscription for your client.
The users column shows you whether or not your client has access to the white label platform. If they’ve set up their account, you will see initials for any registered users. If they have not set up their white label log-in credentials yet, it will show as ‘pending’.
The End-User Experience
See what your customers see!
We encourage our agency customers to become a user of the white label platform to get the most in-depth view of what their end clients will see in white label.
On the ‘Users’ tab, add yourself as a user as you would with any client and connect yourself with whichever subscription you’d like to view from the end client POV.
You'll receive the exact email inviting you to the platform.
Your Client's View
You must make submissions visible by toggling White Label Activity ‘on’ in order for your client to view the content.
From your submission's page, use the visibility toggle switch to make an individual submission visible or invisible to your client.
As soon as a submission is toggled to ‘visible’ for your end client, they will receive an email notification, alerting them that there is a piece ready for them to review.
From your client’s white label view, they can click on the title of each submission to read the piece of content in its entirety. Your client can now choose ‘request edits’ (more on this below), give an approval or rejection of the piece, as well as give a star rating and a general review of the piece. Any detailed, specific feedback that your client gives takes some work off of your agency’s plate, as you can easily transfer that feedback to the writer for edits.
Note: The final decision to approve or decline a submission always belongs to the agency. When your end client ‘approves’ or ‘rejects’ a submission, it does not impact the post on your end. Rather, it gives you, the agency, a general idea of how your clients feel about this piece of content.
Collaborating with Your Client
Our new and improved edit requests collaboration feature is finally here! That’s right – your end clients now have the same in-line editing functionality that you do as an agency, allowing the agency and clients to work together efficiently on edits and feedback.
When you toggle the visibility for a submission to ‘On’, your client will now have access to that submission. From here, your clients can click ‘request edits’ and they will see this page in their white label view.
In the ‘request edits’ page, your client can highlight text, make in-line edits, and give specific feedback to send to you, the agency. They also have the option to simply scroll to the bottom of the page and offer general edit requests there.
If your client is not ready to submit feedback just yet, they can click the ‘Save and exit’ button which allows them to save any comments they’ve made. They can return to this submission later from their white label view.
When your end client is finished reviewing the content and they feel ready to send their feedback to you, they can click the grey ‘Submit Feedback’ button. Clicking ‘OK’ will finalize the edit requests they’ve made and send them to you, the agency, for next steps.
Working together with your client on feedback and edit requests will allow you to deliver the most constructive and tangible feedback for the writer in the end. This results in content that is the perfect fit for your client. All in a day’s work!
So, your client has left feedback and sent it your way. What happens next?
Don’t worry about constantly refreshing the submissions page, waiting to see if your client has reviewed a submission and provided feedback.
This is how we’ll let you know that your client’s feedback on a submission is waiting for you.
You’ll receive an email notification from Verblio, alerting you that a submission is waiting for your review.
Also, at the top of your submissions page, you’ll notice a yellow banner appear that reads “Your client submitted feedback. Click ‘Finish edit requests’ to send edits to the writer.”
And finally, when you click into your submission in the ‘White Label’ drawer, you will see a button that now reads ‘Finish edit requests’.
Click ‘Finish edit requests’ to see the feedback that your client has left on a submission.
The great news is that your client’s feedback are just suggestions. You can add to their feedback by including your own edit requests before sending it to the writer. You can also delete their edit requests and comments if you feel they are not needed for the writer to finish the piece.
When looking at a submission, under the ‘White Label’ drawer, the ‘Client Feedback’ section will show you any client feedback they’ve provided.
If you’d like additional feedback from your client – or you want their opinion on any changes you’ve made to their edits before sending over edit requests to the writer – now you can do just that with our ‘Get Client Feedback’ button.
By clicking the pink ‘Get Client Feedback’ button, you will send any changes you made back to the client for their review. Getting client feedback allows you to go back and forth as necessary until you feel that the piece is ready to go back to the writer for edits.
Note: Keep in mind only one user can provide feedback at a time for edit requests (either agency or end client). If you need to steal feedback mode from your end client, you will be able to do so by clicking "View edit requests" and click steal feedback mode. This feature is only available to you as the agency. This functionality allows for a cleaner and overall easier experience collaborating with your end client.
With Verblio’s White Label feature, the agency is always in the driver's seat.
As an agency, you were hired by your clients because you are the expert in their industry. While our new white label feature was created with agency/client collaboration in mind, the ultimate decision to request edits from a writer, purchase, or decline a post will always belong to the agency.
My client forgot their password. How do they reset it?
Clients cannot reset their own password, but agencies can do this quite easily. Go to the 'Users' tab and click on the menu icon (3 dots) to reset the password for your end client. They will receive an email with instructions to finish the password reset process.
How do I make submissions visible to my client?
You can control which submissions your client can see through the white label platform. Go to the submissions page and toggle the visibility switch to either hide or unhide the submission in white label.