{"_id":"57e0505380aef10e00899171","__v":2,"category":{"_id":"566f7a1ae144ab0d00e9732f","pages":["566f7af8fcaa550d00e05284","566f7b10e144ab0d00e97330","566f827be144ab0d00e9733b","567092be81801f0d00802f9a"],"project":"5429beef1163360800ed31fa","version":"5429beef1163360800ed31fd","__v":4,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2015-12-15T02:25:30.767Z","from_sync":false,"order":0,"slug":"publisher-setup","title":"Customer Setup"},"githubsync":"","parentDoc":null,"version":{"_id":"5429beef1163360800ed31fd","__v":22,"project":"5429beef1163360800ed31fa","createdAt":"2014-09-29T20:19:59.904Z","releaseDate":"2014-09-29T20:19:59.904Z","categories":["5429beef1163360800ed31fe","55e74e1f5d36b32b002563fa","55e7500a73169617001f2e86","55e76b8196131b2f00bf4b72","55e89569cdbb8a350096df9c","55f8935eb089b71700a8364e","55f8a67d3bb4bb0d0022d093","55f9dbefc7ef770d00d9bf6d","5601c21a22ecf60d002b27b3","5601c21ff12aee0d001bb06e","5601c2256c7b610d00280db5","5601c22c22ecf60d002b27b4","5603738d0c78b00d0039af47","5626f70bfcbbc621004ebf52","566f7a1ae144ab0d00e9732f","566f85ca7820960d00c3b93d","56708ce43a32d20d00c45cbf","56708d436995210d003aad8e","5736471abe10a9200030732c","57a82c7aff9bd30e00a6f1c1","591b8500e3992319007190f4","5a3718305c66a60012d960ba"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"project":"5429beef1163360800ed31fa","user":"569d8ad30306a10d00ce9a1f","updates":["57e3fd658e37b01700eb6cdd"],"next":{"pages":[],"description":""},"createdAt":"2016-09-19T20:53:39.974Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":5,"body":"White Label Self-Serve enables \n* Your direct advertisers to set up and traffic campaigns specific to their budget and audience, creating a new revenue stream for your business. \n* Your publishers/sub-networks to set up placements for their inventory and pull reports on their own.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Whitelabeling Features\"\n}\n[/block]\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/46cd6ce-business-box.png\",\n        \"business-box.png\",\n        430,\n        265,\n        \"#e9eced\"\n      ],\n      \"sizing\": \"smart\",\n      \"border\": true,\n      \"caption\": \"White labeled Dashboard Snapshot\"\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"1. Console/Dashboard URL\"\n}\n[/block]\nPolymorph console can be accessed at https://console.getpolymorph.com This URL can be White Labeled to that of your own Vanity URL. \n\nHere is the list of steps Polymorph will need from you in order to complete the White Label setup:\n\n1. Provide a high-resolution PNG or GIF logo to be displayed on the console pages.\n    > Image height must be less than 200px\n    > Background transparency is preferred\n\n2. Provide the Vanity URL you wish to host the console (e.g.: \"console.mycompany.com\") - If you do not currently own this domain, you will need to purchase it from a Domain Name Registration such as www.namecheap.com or domains.google.\n\n    > The Vanity URL cannot be a naked domain such as \"mycompany.com\", rather it must have at least one sub-domain such as \"www.mycompany.com\"\n\n3. Provide the SSL Certificate, Private Key, and CA Bundle for your Vanity URL - the SSL Certificate can be purchased from a DNS provider such www.godaddy.com, www.digicert.com, www.rapidssl.com\n\n4. Provide private key <.key> file\n\n5. Provide CA bundle\n\n6. Provide \"Publisher, and advertiser terms of services\"\n    > You need to host them in blank HTML pages which we will be loading in the iframe when the user clicks on these links during registration\n\n7. Provide \"Admin contact email\"\n    > This email will be listed on your white-label platform as the main contact where users will contact you\n\n8. Once we have this information, we will be able to configure our load balancer and give you a URL to point the CNAME record of your Vanity URL to.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"2. Tracking URLs & Asset URLs\"\n}\n[/block]\nPolymorph allows you to White Label the impression pixels, click trackers, images, and video assets. To get these white labeled, you need to:\n\n1. Provide two different subdomains you wish to use for the tracking and asset URLs. \ne.g.: \n*t.mycompany.com* for trackers such as conversions, impressions, and click trackers\n*s.mycompany.com* for static assets such render.v1.js, images, and video iframes \n\n2. Provide the SSL Certificate, Private Key, and CA Bundle for:\n* Each of the two subdomains OR\n* For both subdomains under a single Wildcard Certificate OR\n* For both subdomains under a single Multi-Domain Certificate (https://www.namecheap.com/security/ssl-certificates/comodo/positivessl-multi-domain.aspx)\n\n3. Provide private key <.key> file\n\n4. Provide CA bundle\n\n5. Please provide previous three items for: \n* Each of the two subdomains OR\n* For both subdomains under a single Wildcard Certificate OR\n* For both subdomains under a single Multi-Domain Certificate (https://www.namecheap.com/security/ssl-certificates/comodo/positivessl-multi-domain.aspx)\"\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"3. Payment & Billing Systems\"\n}\n[/block]\nPolymorph provides an easy way to work with your advertisers who prefer varied ways of funding their digital ad campaigns. Polymorph uses Braintree APIs to support multiple payment processors, gateways to accept Debit/Credit card and postpaid payments. \n\nTo White Label the payments workflow, Polymorph can easily connect your network of advertisers to your own Braintree account, so you have complete access to your revenue end to end.\n\nDollars are sent directly to your bank accounts with admin controls to apply for credits and refunds as appropriate.\n\nTo get these white labeled, you need to:\n1. Give API key for your braintree payment gateway (if you use Braintree)\n2. Give API key for your Stripe payment gateway (if you use Stripe)\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"4. Customized email notifications\"\n}\n[/block]\nBy default, the email notifications (activation email, approval notifications, daily reports etc.) that are sent to the users looks like below:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/e7decde-Screen_Shot_2018-03-20_at_5.50.08_PM.png\",\n        \"Screen Shot 2018-03-20 at 5.50.08 PM.png\",\n        594,\n        546,\n        \"#478287\"\n      ]\n    }\n  ]\n}\n[/block]\nThis mail is sent from noreply:::at:::getpolymorph.com. However, you can have all the email notifications sent to the users from your own domain rather than Polymorph domain. These email notifications include the activation email, approval notifications, daily reports etc. \n\n\nThe content of these emails can be white labeled as well. The content can contain a custom logo, custom from email address, custom message, custom footer etc. Of course, you can add any custom content that you’d like. Also, the users will be redirected to a whitelisted domain when they click on the activation link.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Steps to white label the email notifications\"\n}\n[/block]\nBefore we can send email notifications from your domain you'd need to add DNS records and verify your sending domains. Mail sent from new domains will be rejected unless the domain is verified and has valid DNS records. You'd need to perform the following actions:\n\n1. Set up DKIM and SPF for your sending domains (for e.g. to set up in Mandrill service you need to follow this doc - https://mandrill.zendesk.com/hc/en-us/articles/205582267-About-SPF-and-DKIM)\n[block:embed]\n{\n  \"html\": false,\n  \"url\": \"https://mandrill.zendesk.com/hc/en-us/articles/205582267-About-SPF-and-DKIM\",\n  \"title\": \"About SPF and DKIM\",\n  \"favicon\": \"https://p6.zdassets.com/hc/settings_assets/148379/1996/6KKRfy6NBmBmGlzfKZ1b2A-mandrill-favicon.ico\",\n  \"image\": \"http://p6.zdassets.com/hc/settings_assets/148379/1996/smMJEzVZMJMcRR3APCDkSw-Mandrill_title_light.png\"\n}\n[/block]\n2. Once the DKIM and SPF are added to your DNS records, we'll send a confirmation mail from mandrill to your account asking for permission to allow Polymorph to send mails from your domain. Confirm it.domain. \n3. Once the confirmation is provided, we'll be able to send white labeled mails from your domain.\n[block:api-header]\n{\n  \"type\": \"basic\",\n  \"title\": \"Preview of the email notification templates.\"\n}\n[/block]\nGiven below are the whitelabeled pre-defined templates for all the email notifications that will be sent from your domain.\n\n**1. New Advertiser/Publisher registration notification** \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/65ef9e1-Screen_Shot_2016-10-24_at_5.45.22_PM.png\",\n        \"Screen Shot 2016-10-24 at 5.45.22 PM.png\",\n        1082,\n        894,\n        \"#dce6e8\"\n      ]\n    }\n  ]\n}\n[/block]\n**2. Account approval notification.** \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/22b6653-Screen_Shot_2016-10-24_at_5.48.17_PM.png\",\n        \"Screen Shot 2016-10-24 at 5.48.17 PM.png\",\n        898,\n        1192,\n        \"#1e1e1e\"\n      ]\n    }\n  ]\n}\n[/block]\n**3. Account Rejection notification.** \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/7c122d8-Screen_Shot_2016-10-24_at_5.49.48_PM.png\",\n        \"Screen Shot 2016-10-24 at 5.49.48 PM.png\",\n        1198,\n        956,\n        \"#e0e8ea\"\n      ]\n    }\n  ]\n}\n[/block]\n**4. Password reset notification.**\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/6f6d839-Screen_Shot_2016-10-24_at_5.53.39_PM.png\",\n        \"Screen Shot 2016-10-24 at 5.53.39 PM.png\",\n        1186,\n        1138,\n        \"#35bac6\"\n      ]\n    }\n  ]\n}\n[/block]\n**5. New campaign notification.** \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/d1e3f17-Screen_Shot_2016-10-24_at_5.50.55_PM.png\",\n        \"Screen Shot 2016-10-24 at 5.50.55 PM.png\",\n        1194,\n        1160,\n        \"#33c2d0\"\n      ]\n    }\n  ]\n}\n[/block]\n**6. New placement notification.** \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/3cef9d3-Screen_Shot_2016-10-24_at_5.54.40_PM.png\",\n        \"Screen Shot 2016-10-24 at 5.54.40 PM.png\",\n        1190,\n        1154,\n        \"#34c1cf\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:api-header]\n{\n  \"title\": \"5. Platform Support Documentation\"\n}\n[/block]\nYou can set up your own platform support documentation for creating campaigns and trafficking inventory based on Polymorph's documentation (dev.getpolymorph.com) on readme.io. You can copy the content as per your needs or set up your own.\n\nThis can be done by linking ad tag and SDK integration to Polymorph white-labeled platform","excerpt":"Power your network with your branding and our pipes","slug":"white-labeling-features","type":"basic","title":"White Labeling Features"}

White Labeling Features

Power your network with your branding and our pipes

White Label Self-Serve enables * Your direct advertisers to set up and traffic campaigns specific to their budget and audience, creating a new revenue stream for your business. * Your publishers/sub-networks to set up placements for their inventory and pull reports on their own. [block:api-header] { "type": "basic", "title": "Whitelabeling Features" } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/46cd6ce-business-box.png", "business-box.png", 430, 265, "#e9eced" ], "sizing": "smart", "border": true, "caption": "White labeled Dashboard Snapshot" } ] } [/block] [block:api-header] { "type": "basic", "title": "1. Console/Dashboard URL" } [/block] Polymorph console can be accessed at https://console.getpolymorph.com This URL can be White Labeled to that of your own Vanity URL. Here is the list of steps Polymorph will need from you in order to complete the White Label setup: 1. Provide a high-resolution PNG or GIF logo to be displayed on the console pages. > Image height must be less than 200px > Background transparency is preferred 2. Provide the Vanity URL you wish to host the console (e.g.: "console.mycompany.com") - If you do not currently own this domain, you will need to purchase it from a Domain Name Registration such as www.namecheap.com or domains.google. > The Vanity URL cannot be a naked domain such as "mycompany.com", rather it must have at least one sub-domain such as "www.mycompany.com" 3. Provide the SSL Certificate, Private Key, and CA Bundle for your Vanity URL - the SSL Certificate can be purchased from a DNS provider such www.godaddy.com, www.digicert.com, www.rapidssl.com 4. Provide private key <.key> file 5. Provide CA bundle 6. Provide "Publisher, and advertiser terms of services" > You need to host them in blank HTML pages which we will be loading in the iframe when the user clicks on these links during registration 7. Provide "Admin contact email" > This email will be listed on your white-label platform as the main contact where users will contact you 8. Once we have this information, we will be able to configure our load balancer and give you a URL to point the CNAME record of your Vanity URL to. [block:api-header] { "type": "basic", "title": "2. Tracking URLs & Asset URLs" } [/block] Polymorph allows you to White Label the impression pixels, click trackers, images, and video assets. To get these white labeled, you need to: 1. Provide two different subdomains you wish to use for the tracking and asset URLs. e.g.: *t.mycompany.com* for trackers such as conversions, impressions, and click trackers *s.mycompany.com* for static assets such render.v1.js, images, and video iframes 2. Provide the SSL Certificate, Private Key, and CA Bundle for: * Each of the two subdomains OR * For both subdomains under a single Wildcard Certificate OR * For both subdomains under a single Multi-Domain Certificate (https://www.namecheap.com/security/ssl-certificates/comodo/positivessl-multi-domain.aspx) 3. Provide private key <.key> file 4. Provide CA bundle 5. Please provide previous three items for: * Each of the two subdomains OR * For both subdomains under a single Wildcard Certificate OR * For both subdomains under a single Multi-Domain Certificate (https://www.namecheap.com/security/ssl-certificates/comodo/positivessl-multi-domain.aspx)" [block:api-header] { "type": "basic", "title": "3. Payment & Billing Systems" } [/block] Polymorph provides an easy way to work with your advertisers who prefer varied ways of funding their digital ad campaigns. Polymorph uses Braintree APIs to support multiple payment processors, gateways to accept Debit/Credit card and postpaid payments. To White Label the payments workflow, Polymorph can easily connect your network of advertisers to your own Braintree account, so you have complete access to your revenue end to end. Dollars are sent directly to your bank accounts with admin controls to apply for credits and refunds as appropriate. To get these white labeled, you need to: 1. Give API key for your braintree payment gateway (if you use Braintree) 2. Give API key for your Stripe payment gateway (if you use Stripe) [block:api-header] { "type": "basic", "title": "4. Customized email notifications" } [/block] By default, the email notifications (activation email, approval notifications, daily reports etc.) that are sent to the users looks like below: [block:image] { "images": [ { "image": [ "https://files.readme.io/e7decde-Screen_Shot_2018-03-20_at_5.50.08_PM.png", "Screen Shot 2018-03-20 at 5.50.08 PM.png", 594, 546, "#478287" ] } ] } [/block] This mail is sent from noreply@getpolymorph.com. However, you can have all the email notifications sent to the users from your own domain rather than Polymorph domain. These email notifications include the activation email, approval notifications, daily reports etc. The content of these emails can be white labeled as well. The content can contain a custom logo, custom from email address, custom message, custom footer etc. Of course, you can add any custom content that you’d like. Also, the users will be redirected to a whitelisted domain when they click on the activation link. [block:api-header] { "type": "basic", "title": "Steps to white label the email notifications" } [/block] Before we can send email notifications from your domain you'd need to add DNS records and verify your sending domains. Mail sent from new domains will be rejected unless the domain is verified and has valid DNS records. You'd need to perform the following actions: 1. Set up DKIM and SPF for your sending domains (for e.g. to set up in Mandrill service you need to follow this doc - https://mandrill.zendesk.com/hc/en-us/articles/205582267-About-SPF-and-DKIM) [block:embed] { "html": false, "url": "https://mandrill.zendesk.com/hc/en-us/articles/205582267-About-SPF-and-DKIM", "title": "About SPF and DKIM", "favicon": "https://p6.zdassets.com/hc/settings_assets/148379/1996/6KKRfy6NBmBmGlzfKZ1b2A-mandrill-favicon.ico", "image": "http://p6.zdassets.com/hc/settings_assets/148379/1996/smMJEzVZMJMcRR3APCDkSw-Mandrill_title_light.png" } [/block] 2. Once the DKIM and SPF are added to your DNS records, we'll send a confirmation mail from mandrill to your account asking for permission to allow Polymorph to send mails from your domain. Confirm it.domain. 3. Once the confirmation is provided, we'll be able to send white labeled mails from your domain. [block:api-header] { "type": "basic", "title": "Preview of the email notification templates." } [/block] Given below are the whitelabeled pre-defined templates for all the email notifications that will be sent from your domain. **1. New Advertiser/Publisher registration notification** [block:image] { "images": [ { "image": [ "https://files.readme.io/65ef9e1-Screen_Shot_2016-10-24_at_5.45.22_PM.png", "Screen Shot 2016-10-24 at 5.45.22 PM.png", 1082, 894, "#dce6e8" ] } ] } [/block] **2. Account approval notification.** [block:image] { "images": [ { "image": [ "https://files.readme.io/22b6653-Screen_Shot_2016-10-24_at_5.48.17_PM.png", "Screen Shot 2016-10-24 at 5.48.17 PM.png", 898, 1192, "#1e1e1e" ] } ] } [/block] **3. Account Rejection notification.** [block:image] { "images": [ { "image": [ "https://files.readme.io/7c122d8-Screen_Shot_2016-10-24_at_5.49.48_PM.png", "Screen Shot 2016-10-24 at 5.49.48 PM.png", 1198, 956, "#e0e8ea" ] } ] } [/block] **4. Password reset notification.** [block:image] { "images": [ { "image": [ "https://files.readme.io/6f6d839-Screen_Shot_2016-10-24_at_5.53.39_PM.png", "Screen Shot 2016-10-24 at 5.53.39 PM.png", 1186, 1138, "#35bac6" ] } ] } [/block] **5. New campaign notification.** [block:image] { "images": [ { "image": [ "https://files.readme.io/d1e3f17-Screen_Shot_2016-10-24_at_5.50.55_PM.png", "Screen Shot 2016-10-24 at 5.50.55 PM.png", 1194, 1160, "#33c2d0" ] } ] } [/block] **6. New placement notification.** [block:image] { "images": [ { "image": [ "https://files.readme.io/3cef9d3-Screen_Shot_2016-10-24_at_5.54.40_PM.png", "Screen Shot 2016-10-24 at 5.54.40 PM.png", 1190, 1154, "#34c1cf" ] } ] } [/block] [block:api-header] { "title": "5. Platform Support Documentation" } [/block] You can set up your own platform support documentation for creating campaigns and trafficking inventory based on Polymorph's documentation (dev.getpolymorph.com) on readme.io. You can copy the content as per your needs or set up your own. This can be done by linking ad tag and SDK integration to Polymorph white-labeled platform