Objective
Configure a Branded URL as an Outreach Admin. A Branded URL provides Users the ability to personalize public calendar links, unsubscribe links, as well as open- and click-tracking links.
Note: In order to configure a Branded URL, a domain name must be purchased by the Organization.
Applies To
- Outreach Admins
Before You Begin
- Completing this process requires access to the organization's DNS provider.
- Do not use "Outreach," the words "Sales" or "Marketing" or any special characters as part of the domain name.
- Adding a CNAME record varies depending on the DNS provider and can take up to 20 minutes to generate. For more information regarding adding a CNAME record to a DNS provider, refer to the Additional Information section below.
- It can take up to 24 hours for a DNS change to propagate.
- If the Branded URL is Queued, it suggests that it is waiting for certificate creation. If the Branded URL is in a Queued status for more than 24 hours, please contact support.
- One Branded URL can be active at a time.
- Newly added domains default to a pending status.
- Branded URLS are only utilized in the URLs linked throughout your sequences, and specifically for the following types of links: public calendar, unsubscribe, Success Plan, and open- and click-tracking.
Procedures
Create a New Branded URL
Branded URLs allow users to personalize Success Plan links, public calendar links, unsubscribe links, and open- and click-tracking links, and can improve an organization's spam score by putting these services under a domain that matches the organization's brand.
- Access the Outreach Platform.
- In the bottom left corner of the navigation sidebar, click Administration
- In the left nav, click Organization > Org info.
- On the Organization page, click to open the Branded URLs tab.
- Above and to the right of the list, click the Add URL button.
- In the New Branded URL window, copy the CNAME value (gray-highlighted field) and complete Step 1 for the applicable DNS service provider.
Note: Records may take up to 20 minutes to generate.Subdomain Record Type Value TTL Subdomain chosen in step 1 [e.g., hello.mycompany.com] CNAME [value obtained from Outreach] Default/Automatic - Under Step 2, input the domain name in the Domain field.
- Be sure to input only the domain name and not the complete URL. Examples:
- [Domain] hello.mycompany.com -- Input this!
- [URL] http://hello.mycompany.com -- Do NOT input this!
- Be sure to input only the domain name and not the complete URL. Examples:
- Click Save.
The new domain has now been added to the Branded URL list. All Success Plans, unsubscribe, email-open, public calendars, and click-tracking links delivered from Outreach will now contain the Branded URL.
Switch Branded URLs
Activating/Deactivating a Branded URL
- Access the Branded URL list (Administration > Organization > Org info > Branded URLs).
- Find the Branded URL you want to work with in the list.
- To the far right in the row, click the three dots (...) menu.
Note: If you do not see the ... menu in the Branded URL list, scroll horizontally to the right until it is visible at the far end of the row. - Select the desired action:
- Click Activate to apply the URL to the applicable links.
- Click Deactivate to stop using the URL across the applicable links.
Deleting a Branded URL
Branded URLs cannot be deleted from the Outreach Admin side. If you need to delete a Branded URL, please contact Outreach Technical Support for assistance.
Additional Information
DNS providers may require the following information to complete the DNS change:
- Subdomain
- Record Type
- Value
Instructions for adding a CNAME record for various DNS Providers: