Configure agency branding and directory details
You'll set what clients see when they sign up through your agency and add your services and expertise to your partner directory profile.
Updated
View as MarkdownGive clients a signup page with your agency's name and logo, and describe your services in the partner directory. You manage both on Agency profile.
Open Your account (the avatar at the bottom of the sidebar), then Agency profile in the Agency group. The group appears only for agency-enabled accounts, and there's no button here to enroll as an agency. Your changes save automatically as you edit.
Set up your client signup page
Client signup page controls what clients see when they sign up through your link or an invitation.
| Field | What it does |
|---|---|
| Agency name | Shown on your signup page and in invitation emails. Your signup link is made from it, so it's required. If you clear it, you'll see Agency name is required and the empty name isn't saved. |
| Logo | Shown on your signup page and in invitation emails. Choose it through the media picker. |
| Welcome message | Shown on your signup page. Leave it blank to use the default message. |
| Tagline | A short line under your agency name on the signup page. |
| Website | Linked from your signup page. Enter a full web address, like https://youragency.com. |
An agency setting up WorkForge (opens in a new tab) could use the welcome message to explain who will help the client review their first draft. Don't use it to promise billing terms that differ from the signup form.
Describe your agency in the partner directory
Partner directory controls how potential clients find you in the RightMessage partner directory.
| Field | What it does |
|---|---|
| List in partner directory | Shows your agency in the public partner directory. Off until you turn it on. |
| Location | The country shown with your listing. Type in the selector to find a country. |
| About your agency | What you do for clients. Shown on your listing. |
| Services offered | Shown on your listing. Choose any of Copywriting, Email Setup, Email Automation, Landing Page Development, PPC (Pay-Per-Click), Segmentation Strategy, Conversion Rate Optimization, Funnel Design, Personalization Consulting, and Website Design. |
| ESPs/CRMs you work with | The email platforms and CRMs your team knows well. |
You can filter both multiple-choice lists and choose more than one option. Choosing a platform describes your agency's expertise. It doesn't connect the platform to a project or give you access to a higher-tier integration, and the list doesn't include every available integration.
Find client and affiliate controls
To send signup links, manage invitations, or open client projects, use Your account > Clients & invitations. Your Affiliate ID and affiliate rewards are on Your account > Affiliate. To change the badge on a project's widgets, use Powered By.