6 White Label Reporting Features that Agencies Need
Client reporting is an important part of running a successful digital marketing agency, thereby making reporting tools crucial for marketing agencies. Most agencies use third-party tools, but they don’t want to see the tool’s branding on their reports. It is because third-party logos and branding send a wrong signal to your clients that their work is being subcontracted. It puts a question mark on the efficiency of the agency itself.
Many tools that the agencies use give them a competitive advantage. So, there is no way you can suddenly stop using those tools. But, you would never want your clients to identify the tools you use. It justifies the practice of “white labeling” for agencies as it safeguards their branding interests.
What is a White Label Report?
White labeling allows you to add your own branding to the product or service marketed or sold by you regardless of where you have sourced it.
When we use a third-party reporting software but use our own branding, it’s referred to as white label reporting; it doesn’t threaten your agency’s branding.
Reports are an integral part of your overall branding. That explains why you should include branding in your reports. It also gives a personalized touch to your reports.
Some clients are so demanding that they want their branding. At least, they want a combination of their logo and the agency logo on the reports.
This article discusses the most essential white label reporting features that agencies need. These features will add a touch of branding to your company’s deliverables. A white label reporting tool allows you to add your branding in six ways.
1. Allows You to Use Your Agency’s Logo
As an agency, you would definitely like to see your logo on the white label reports that you get through your white label solutions partner. The location of the logo is also crucial. Usually, it is placed in the top right corner for better visibility but can also be added to the top left corner.
Your dashboards should also carry your branding. You can always use a Wordmark logo, but you don’t need any of the taglines while using it. However, you are free to add a slogan or tagline if you are interested. You can also add your client’s logo here, which will help you personalize and quickly sort your reports.
You can also add a logo on the cover page of your report. You can place your logo on the Dashboard in the top left corner. It will help your client feel a sense of belonging.
2. Enables You to Add Your Branding on Cover Pages
A logo on cover pages reinforces your brand. Agencies also use it to impress their clients. Branding everywhere, right? As people frequently see reports, it’s crucial to have your branding on the cover pages and the report title, time, and release date. It gives your reports a professional look.
Using a Woodmark rather than a logo will also be treated as a brand element and can be judiciously utilized with brand colors.
Sometimes, your clients would insist on combining your branding with their branding. In such situations, you can choose the colors from the color palette and save the cover page and the report to use later as a template. The next time you create an SEO report, you will not have to redesign your cover page. All you need to do is update the logo, colors, and title.
3. Allows You to Add Vital Agency Info on Headers and Footers
Sometimes agency owners want to have their branding on every report page. In such situations, we would use branding on headers and footers. It helps your clients or anybody else using the report easily find your contact information. You can add this on every page.
However, avoid cluttering your reports with unnecessary information. Also, never paste images other than the logo because they look messed up. If you don’t use your logo or Wordmark, you can use your agency’s brand fonts and use your primary color for the text. It would suffice your branding needs.
4. Allows You to Match Your Brand Colors
Make sure you don’t use unnecessary colors that are not your brand colors. In your reports, use your brand colors only. For example, if you have maroon in your palette, you can use that as the primary color of the font against similar colors such as red or orange. You can also choose specific colors for headings. White labeling also includes the background, row, and column colors in a table and element colors in a chart, such as lines, bars, and pie slices.
5. Enables You to Create Your Email Domain
Agencies share reports through email using PDF files or links to an online report. They also do it directly through the Dashboard. These are the automated solutions, so you need to ensure that they have agency branding in them. For example, the sender’s name should appear as [email protected] and not a third-party domain name autogenerated by your email software, such as [email protected].
Your email domain strongly represents your branding. It also helps your clients identify the sender to open it. This becomes crucial when clients use strict email filters that dump such unbranded emails straight into the spam folder. Once your client safelists your email domain, your email will not land in their spam folder.
Sometimes, an agency assigns an account manager to send such reports and other important communication to specific clients. The email is delivered by the account manager’s email account, which comes with an agency-branded domain. So, just by hitting reply on the email, your client can easily communicate with the right person, who is an account manager in this case.
6. Allows You to Host Dashboards On Your Domain
Agencies provide their clients with access to their white label reports through the white label dashboard. Luckily, you can also add your branding here. While providing the access, the agencies would use a unique subdomain to host all of the white-label reports generated for their clients.
All the clients have to visit that subdomain to view the reports by login into the URL, i.e., https://dashboards.yourdomain.com. It provides you complete creative control over the Dashboard’s appearance and choosing the branding elements as per your wish.
How to Add White-Label Features?
Choosing a white label reporting software that allows you to personalize your white label report entirely is crucial. It applies to online reports, PDF files, and dashboards you create for your clients.
Start Building White-Label Reports With Your Branding
To scale your company and grow it, you need to create a strong brand. It is an identity that helps clients know about the company’s services, its mission statement, and values. Your brand also reflects your commitment to your customers.
White label reports include your company’s name, logo, brand colors, and other branding elements.
Your clients frequently log into their lead tracking dashboard, where they see your logo and other branding elements such as your agency’s name on the platform and in the URL. Similarly, every time you send them an email about a fresh lead generated, your branding also appears here. According to stimulus and response theory in psychology, it leads to an intense brand reinforcement, where a client thinks of your agency whenever they think of a new lead.