White Label UpHex! How To Set It Up.
VIDEO WALKTHROUGH FOR CLIENTS IN CASE THEY NEED A VIDEO ON HOW TO SET THIS UP: https://youtu.be/6xSHuZS4oy8
How to Set Up White Label Features in UpHex
How to Set Up White Label Features in UpHex
UpHex allows you to enable white label features so you can create a branded experience for your clients. This includes:
- A custom (white-labeled) URL
- A client-facing login portal
- Custom branding (logo and colors)
Step 1: Access White Label Settings
- Go to Settings in your UpHex account
- Click on White Label
Step 2: Set Up Your Custom Domain
Scroll down to the Custom Domain section.
1. Purchase a Domain
- You will need to purchase your own domain from a provider such as:
- GoDaddy
- Namecheap
- Any hosting platform of your choice
2. Choose a Subdomain
We recommend using:
- app
- launch
- leads
⚠️ Note:
Avoid using “ads” as a subdomain, as ad blockers may prevent the page from loading for some users.
Avoid using “ads” as a subdomain, as ad blockers may prevent the page from loading for some users.
3. Enter Your Domain
- Input your chosen subdomain + main domain inside UpHex
Step 3: Configure DNS (CNAME Record)
To connect your domain, you’ll need to create a CNAME record in your domain hosting platform.
How to Do This:
- Go to your domain provider (e.g., GoDaddy)
- Navigate to DNS settings
- Click Add New Record
- Select:
- Type: CNAME
- Name: (copy from UpHex)
- Value: (copy from UpHex)
- Click Save
⏱️ Note:
- It may take a few minutes for the domain to become active
- Once ready, you’ll see the status updated in UpHex
Step 4: Customize Your Branding
You can fully customize the client experience:
- Upload your logo
- Appears in the top-left corner of the dashboard
- Also shown on the login page
- Set a custom login image (optional)
- Adjust brand colors
- Updates buttons and interface elements
Once finished, click Save.
Step 5: Client Login Experience
Once your white label setup is complete, your custom URL will allow clients to:
New Clients:
- Visit your white-labeled URL
- Click Create Account
- Enter:
- Business name
- Email address
- Password
- Click Create Account
Existing Clients:
- Simply log in using their credentials
Step 6: Client Setup Flow
After logging in:
- Clients are taken to Integrations
- Connect their Facebook and/or Google accounts
- Then they can go to the Dashboard
- Launch campaigns
- Manage ads
You will also see the new client appear in your main UpHex dashboard, where you can manage campaigns alongside them.
Step 7: Control Client Access
You can control what your clients see and access:
- Go to Settings
- Click Customizations
- Choose:
- Which platforms are visible
- What features clients can access
Summary
With UpHex white labeling, you can:
- Offer a fully branded client experience
- Allow clients to log in through your custom URL
- Maintain control over what they can see and do
- Manage campaigns alongside your clients