How To Setup A Custom Domain & Branded Domain In Your CRM

Summary:

In this tutorial, I guide you through setting up custom domains for your funnel and account. Learn how to add domains for funnels, landing pages, and websites inside your CRM account. No action required, just follow along as I explain the process step by step.

Chapters:

00:00 Introduction to Setting Up Custom Domains

05:57 Setting Up Custom Domain in Business Profile

Setting Up Custom Domains in a CRM Account

1. Accessing Domain Settings

   • Go to settings on the left-hand panel.

   • Scroll to find the domain tab.

2. Adding a Domain

   • Click on "Add a domain."

   • Choose between a main domain or a subdomain based on your website hosting situation.

   • If using a subdomain, enter the prefix before your root domain.

3. Setting up DNS Records

   • Copy the CNAME record details provided.

   • Access your DNS backend (GoDaddy, SiteGround, etc.).

   • Add a CNAME record with the hostname and value provided.

4. Verifying Records

   • Click on "Verify records" in your CRM account.

   • Wait for DNS changes to propagate (may take up to an hour).

   • Once verified, a confirmation message will appear.

5. Setting Up Branded Domain

   • Go to business profile settings.

   • Create a unique subdomain for the branded domain.

   • Add the domain and follow similar DNS record setup as above.

6. Using Custom Domains in CRM Components

   • Check how the branded domain affects various CRM components like calendars, forms, and websites.

   • Ensure the custom domain is correctly displayed in shared links.

7. Applying Custom Domains to Funnels and Sites

   • In the sites section, add the custom domain to funnels or websites.

   • Save the changes to see the custom domain URL in action.

8. Testing Custom Domains

   • Verify that the custom domains are correctly set up by checking links in different CRM components like forms and pages.

9. Completing the Setup

   • Ensure all branded domains are functioning as intended.

   • Seek support from the CRM community or chat support for any issues with DNS records.

   • Contact your domain host for support outside the CRM platform.

10. Conclusion

• Completing the tutorial demonstrates how to set up custom domains for different components within the CRM.

• Follow the outlined steps to personalize your CRM account with custom domains effectively.