White Label & Custom Branding

Create a seamless branded experience by removing SurveyMethods branding and customizing every aspect of your surveys.

White Label Features

What’s Included

Custom Domain:

  • Use your own domain (e.g., surveys.yourcompany.com)
  • SSL certificate included
  • Custom DNS configuration

Branding Removal:

  • Remove “Powered by SurveyMethods” footer
  • No SurveyMethods logo
  • Clean, unbranded URLs

Custom Branding:

  • Your logo and favicon
  • Custom colors and fonts
  • Branded email sender

Setting Up White Label

Custom Domain Configuration

  1. Go to Account > White Label
  2. Click Set Up Custom Domain
  3. Enter your subdomain (e.g., surveys.yourcompany.com)
  4. Add DNS records provided
  5. Verify domain ownership
  6. SSL certificate auto-provisioned

DNS Records Required:

Type: CNAME
Name: surveys
Value: custom.surveymethods.com
TTL: 3600

Domain Verification

After adding DNS records:

  1. Click Verify Domain
  2. Wait for DNS propagation (up to 48 hours)
  3. Certificate provisioned automatically
  4. Domain becomes active

Branding Your Surveys

Account-Level Branding

Apply to all surveys by default:

  1. Go to Account > Branding
  2. Upload your logo
  3. Set primary/secondary colors
  4. Choose default fonts
  5. Upload favicon

Survey-Level Branding

Override for specific surveys:

  1. Open survey in editor
  2. Go to Design > Theme
  3. Click Custom Branding
  4. Override account defaults

Email Branding

Customize email appearance:

  • Custom sender name
  • Reply-to address
  • Email header/footer
  • Custom domain for links

Customization Options

Visual Elements

Logo:

  • Header logo (recommended: 200x50px)
  • Mobile logo (smaller version)
  • Favicon (32x32px)
  • Email logo

Colors:

  • Primary brand color
  • Secondary color
  • Background colors
  • Text colors
  • Button colors
  • Link colors

Typography:

  • Heading font
  • Body font
  • Button font
  • Font sizes

Survey Components

Header:

  • Logo placement
  • Background color/image
  • Height and padding
  • Border options

Navigation:

  • Button styles
  • Progress bar colors
  • Previous/Next text

Questions:

  • Question styling
  • Answer option styling
  • Required field indicators

Footer:

  • Custom footer content
  • Hide default footer
  • Footer links

Custom CSS

Using Custom CSS

For advanced customization:

  1. Go to Design > Advanced
  2. Click Custom CSS
  3. Add your CSS rules
  4. Preview changes
  5. Save

Common Customizations

Custom fonts:

@import url('https://fonts.googleapis.com/css2?family=YourFont');

body {
  font-family: 'YourFont', sans-serif;
}

Button styling:

.survey-button {
  border-radius: 25px;
  text-transform: uppercase;
}

Hide elements:

.progress-bar {
  display: none;
}

CSS Guidelines

  • Use specific selectors
  • Test across devices
  • Avoid !important when possible
  • Document your customizations

Branded Emails

Email Templates

Customize all email types:

  • Survey invitations
  • Reminders
  • Thank you emails
  • Share results emails

Email Elements

Header:

  • Logo
  • Background color
  • Border

Body:

  • Font styling
  • Button colors
  • Link colors

Footer:

  • Company info
  • Social links
  • Unsubscribe text

Custom Sender Domain

Send from your own domain:

  1. Go to Account > Email Settings
  2. Click Add Sending Domain
  3. Configure DNS records:
    • SPF record
    • DKIM records
    • DMARC (recommended)
  4. Verify domain
  5. Set as default sender

Branded Reports

PDF Reports

Customize exported reports:

  • Add your logo
  • Custom colors
  • Company header/footer
  • Contact information

Online Results Pages

Brand shared results:

  • Custom header
  • Color scheme
  • Logo display
  • Footer content

Best Practices

Brand Consistency

  • Match your website styling
  • Use official brand colors
  • Consistent logo usage
  • Same fonts across materials

Professional Appearance

  • High-resolution logos
  • Appropriate white space
  • Readable color contrasts
  • Mobile-friendly design

Testing

Before launching:

  • Test on multiple devices
  • Check all color contrasts
  • Verify emails in different clients
  • Test custom domain

Use Cases

Enterprise Surveys

  • Internal HR surveys
  • Customer research
  • Partner feedback
  • Vendor assessments

Client-Facing Research

  • Market research firms
  • Consulting companies
  • Design agencies
  • Customer experience teams

Educational Institutions

  • Student surveys
  • Faculty assessments
  • Alumni feedback
  • Research studies

Plan Requirements

Feature Availability

FeatureProfessionalBusinessEnterprise
Remove brandingYesYesYes
Custom logoYesYesYes
Custom colorsYesYesYes
Custom domainNoYesYes
Custom CSSNoYesYes
Email domainNoNoYes
Multiple brandsNoNoYes

Troubleshooting

Domain Not Working

  • Verify DNS records are correct
  • Wait for propagation (up to 48h)
  • Check for typos in CNAME
  • Contact support if persistent

Logo Display Issues

  • Check file size (<500KB)
  • Verify dimensions
  • Use PNG with transparency
  • Test on different backgrounds

Email Deliverability

  • Complete domain verification
  • Set up SPF/DKIM properly
  • Warm up sending domain
  • Monitor reputation

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