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How to Add a Custom Domain Name
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GETTING STARTED

 * How to Create an Upmind Account
 * What Does Upmind Do?
 * Admin Area vs. Client Area


MANAGING YOUR ACCOUNT

 * How to Manage Your Admin Profile
 * How to Change Your Admin Password
 * How to Close your Upmind Account
 * How to Manage Account Security
 * Getting Help from Upmind
 * How to Enable Remote Assistance
 * Upgrade Your Plan


SETUP & CONFIGURATION

 * First Steps
 * Branding
   * What is an Organisation?
   * How to Configure Your Brand Settings
   * How to Configure Business Settings
   * How to Add Brands
   * How to Add a Custom Domain Name
   * How to Set the Landing Page
   * How multi-language works
   * How to Create Client Area Templates
   * Reset Brand Data
 * Staff Users
   * How to Create Staff Users
   * How to Create User Groups
 * Notifications
   * Notifications Overview
   * How to Integrate with Slack
   * About Default Notification Templates
   * How to Create Notifications
   * How to Send a Test Notification
   * How to Send Admin Emails for New Orders
   * How to Get Email Notification When a Client Open Support Ticket
 * Email Configuration and Sending Emails
   * How does Email work in Upmind
   * Email Messages vs Notifications
   * How to Format Email Templates
   * How to Create and Send Client Bulk Email Messages
   * How to Create and Send Product & Service Bulk Email Messages
   * How to Email a Client
   * How to View Email Logs
   * How to test emails
   * How to BCC Trustpilot in Upmind
 * Importing Data
   * Importing from WHMCS
   * Importing Tickets from SupportPal?
   * How the Import system works
 * Orders & Services
   * Order Options Overview
   * How to Review Orders
   * FraudMind™ Fraud Prevention and Security
   * How to Add Custom Fields to a Basket
   * How to Enable Guest Checkout
   * How to Manage the Basket
 * Other Setup Items
   * What's and How Parent & Child Accounts Work in Upmind
   * How to Create Terms and Conditions
   * What is the Best Image Size for My Pictures?
   * Custom Cancellation Fields


USING UPMIND

 * Client Management
   * How to Add & Manage Clients
   * How to Create Account Notes and Secrets
   * How Do Delegates Work?
   * How to Add Client Custom Fields
   * How to Add Delegates in Your Admin and Client Area
   * How to Manage Client Settings
   * How Impersonating a Client Works
   * How Does the Affiliate System Work
   * How to Add Client Tags
   * Storing Client Notes and Secrets
 * Service Desk
   * About Upmind's Service Desk Features
   * How to Open and Assign Client Tickets
   * How to Customise the Ticket & Support System
   * How to Create Support Department
   * How to Create a Ticket
   * How to Manage Spam Tickets
   * How to Create Ticket Delegates
   * How Do My Clients Create Tickets
   * How to Enable a Support PIN
   * Ticket Scheduling
   * How to Lock a Ticket
   * How to Take Unassigned Ticket
 * Manage Client Services
   * How to Modify a Subscription Contract
   * How to Cancel a Subscription
   * How to Change Subscription Invoice Settings
   * How to Change a Subscription Service Level
   * How to Use Order Templates
   * Add an existing product or service
   * How to Add Existing Domain Names to an Upmind Client Account.
   * How to change the renewal date of a subscription
 * Invoicing and Taxes
   * How to Regenerate Invoices
   * How to Configure Invoice Numbers and Prefixes
   * How to Configure Proforma Invoice
   * Quick Invoice Guide
   * Payment Options Overview
   * How to Set up Automatic Payments
   * How to Configure Subscription Options
   * How to Set Sales Taxes (e.g. VAT, GST)
   * How to Configure Invoice Settings
   * How to Check an Invoice Status
   * How to Issue Refunds & Credit Notes
   * How to Manage Renewal Automation Settings
   * About Multi-Currency
   * How to Add Currencies and Exchange Rates
   * Advanced Subscription Pricing Tools
   * How to Edit an Invoice PDF Template
   * Revenue Recognition in Upmind
   * How to Add Additional Information to Invoice?
   * A Guide to Invoice Consolidation
 * Payment Methods
   * How to Add Payment Gateways
   * How to Manage the Payment Interval Before Invoice Due Date
   * GoCardless Access Token & Webhooks
   * How to Take Payments
   * How to Add Offline as a Payment Method
   * How to Add Bank Transfer as a Payment Method
   * How to Add Stripe as a Payment Method
   * How to Add BitPay as a Payment Method
   * How to Add CoinGate as a Payment Method
   * How to Add Flutterwave as a Payment Method
   * How to Add GoCardless as a Payment Method
   * How to Add Opayo as a Payment Method
   * How to Add PayFast as a Payment Method
   * How to Add PayPal as a Payment Method
   * How to Add Paysafecard as a Payment Method
   * How to Add Paystack as a Payment Method
   * How to Add PayU as a Payment Method
   * How to Add Openpay as a Payment Method
   * How to Add PesaPal as a Payment Method
   * How to Add RazorPay as a Payment Method
   * How to Add WorldPay JSON as a Payment Method
   * How to Add dLocal as a Payment Method
   * How to Add Blockonomics as a Payment Method
   * How to Add Micropayment as Payment Gateway
 * Product Management
   * How to Create Products
   * How to Add Product Billing
   * How to Add Product Attributes
   * How to Add Product Options
   * How to Create a Setup Fee
   * How to Create Product Bundles
   * How to Create Price Lists
   * Subscription Settings Overview
   * Create Product Notifications
   * Configure Product Automation
   * How to Add Recommendations
   * Contract Automation Terminology
   * How to Edit a Product Category
   * How to create free trials
   * What If Your Product or Service is Not Showing?
 * Provisioning
   * An Overview of Upmind Provisioning
   * Dynamic Deployment
   * A Guide to cPanel/WHM Provisioning Options
   * How to remove a provisioning configuration
 * Marketing Tools
   * How to Create a Basic Promotion Code
   * How to Create a Promo Code for a Group of Items
   * How to Create an Advanced Promo Code
   * Free Trials
 * Reporting
   * About Insights and Reports
   * How to Set Up Google Tag Manager with Upmind
   * What is Customer Lifetime Value (LTV)
   * What is Churn Rate?
   * Retention Tools (Beta)
 * Affiliates
   * Create an Affiliate System
   * Create an Affiliate Tier
   * How do My Clients Create and Manage Affiliate Sales
   * What are Affiliate Links and How do they work?
 * Ordering
   * Place a 'Rapid' order (experimental)


CLIENT SELF-SERVICE

 * Client Area
   * How Do My Clients Register and Log in
   * How Do My Clients Change Account Settings
   * How Do My Clients Add a Payment Method
   * How Do My Clients Place an Order
   * How Do My Clients Cancel a Recurring Payment
   * How Do My Clients Manage Tickets
   * How Do My Clients Review Billings
   * How Do My Clients Check Their Account Balance
   * How Do My Clients Create Contract Delegates
   * How Do My Clients Turn off Auto-Renew
 * Customisation
   * Adding JS / Live Chat Widget
   * Creating Sales Websites


FOR WEB HOSTS

 * Web Hosting Quick Start Guide
 * Domain Names
   * How to Sell Domain Names
   * Recommended TLD billing settings
   * How to Add a TLD
   * Domain Transfer Setup
   * Using Multiple Registrars
   * How to add a Domain Availability Checker widget to your website
 * Registrar Guides
   * How to Link Enom with Upmind
   * How to Link ResellerClub Domains with Upmind
   * How to Link NetEarthOne with Upmind
   * How to Link Hexonet with Upmind
   * How to Link OpenSRS with Upmind
   * How to Link Nominet with Upmind
   * How to Link LogicBoxes with Upmind
   * How to Link ConnectReseller with Upmind
   * How to Link Resell.biz with Upmind
   * How to Link OpenProvider with Upmind
   * How to Link NameSilo with Upmind
   * How to Link Realtime Register with Upmind
   * How to Link GoDaddy with Upmind
   * How to Link InterNetX with Upmind
   * How to Link EuroDNS with Upmind
   * How to Link InternetBS with Upmind
   * How to Input Domain Settings
   * How to Link Namecheap with Upmind
   * How to Link Domain Name API to Upmind
   * How to Link UG Registry with Upmind
   * How to Link CentralNic Reseller with Upmind
   * How to Link EURid with Upmind
 * Sell web hosting
   * How to sell WHM/cPanel hosting
   * How to sell 20i & StackCP hosting
   * How to sell Enhance hosting
   * How to sell Plesk hosting
   * How to sell Direct Admin hosting
   * How Can I Offer Multiple WHM/cPanel Reseller Accounts in One Upmind
     Instance
   * How to Create Hosting Welcome Emails
 * Website Builders
   * How to Integrate and Sell Basekit
   * How to Integrate and Sell Weebly
 * Servers
   * How to add Linode products
   * How to add Virtualizor products
   * How to add Manual Server products
 * SEO
   * Integrating Marketgoo to Upmind: A Step-by-Step Guide
 * WHMCS Comparison


GUIDES FOR WEB HOSTING ACCOUNTS

 * Link a WHM Account to Upmind
 * Create a Hosting Package
 * Understanding an Order


DEVELOPERS

 * Webhooks
   * Consuming Webhooks


LEGAL AND INFORMATION

 * Information Security
   * ISMS 5: Third Party Suppliers Policy
   * ISMS 8: Major Incident Management Procedure
   * ISMS 10: Anti-malware Security Standard
   * ISMS 21: Internal Audit Procedure
 * Terms and Conditions
 * Privacy Policy
 * Upmind IP Addresses

Powered by 


HOW TO ADD A CUSTOM DOMAIN NAME

Use a custom URL for your store

Suggest Edits

Every Upmind brand comes with a unique Upmind subdomain: randomID.upmind.app.
This URL provides your clients with a link to a login page.

That URL structure also gives you and your staff the ability to log in to the
admin area: randomID.upmind.app/admin.

Instead of the default Upmind web address, we encourage you to brand the link by
using your own custom URL. For instance, mydomain.com or clients.mydomain.com.
Brand the link by pointing your own domain name to the Upmind URL. Below are the
steps on How to Add the Custom Domain Name or you might watch Upmind's YouTube
video.


ADDING A DOMAIN

 1. On the Upmind dashboard, click Settings.

 2. Click Domains.

Add an Upmind domain

 3. Click Add custom domain.

Add a domain

 4. Enter your custom domain name.


> ❗️
> 
> Do not include "https://". Use the format mydomain.com or
> subdomain.mydomain.com.

You will be prompted to either add CNAME or A records. This needs to be done
with your domain registrar.

Click and copy records

 5. Use the toggle switches to enable admin or client logins at this domain. By
    default both options are disabled.

 6. Click the icon to copy the CNAME code. If you see A records you can click
    the copy the record.

Click cname copy icon

 7. Click Save. Upmind adds an unverified URL to the list.

Upmind adds unverified code


ADDING A CNAME OR A RECORD

Before you can verify a URL, direct your current domain name to your Upmind URL
with a new CNAME or A Record.

 1. Log in to your domain registrar account.
 2. Create a new CNAME Record or add/update an A Record.
 3. Paste the code into the field.
 4. Wait approximately 10 minutes.

Paste A record into the field


If you're using cPanel, please ensure that you add the A record in Zone Editor.

Zone Editor in cPanel


VERIFYING THE URL


> 📘
> 
> Please note that domain verification may take a few hours. There is nothing we
> can do to speed domain verification up.

 1. Return to the Upmind Domain page.
 2. Click the gear icon.
 3. Select Verify.
 4. Once verified, your domain opens the Upmind site.

 * Upmind automatically adds an SSL certificate.

Verify account

This is how it looks like when your custom domain has been successfully
verified.


HOW TO USE CUSTOM DOMAIN

To use a new custom domain, follow these general steps:

 1. To set your custom domain as the default, click on the three-dot icon, then
    choose "Make Default Domain."

 2. This is how it looks when you change your custom domain to the default
    domain

 3. This is how it looks in the Client interface when we use a custom domain.
    Please take note that in Client URL is designated as /login

Client interface login

 4. In the admin interface, the URL is commonly set as /admin

Admin interface login

Updated 4 months ago

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How to Add Brands
How to Set the Landing Page
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 * Table of Contents
 * * * Adding a domain
     * Adding a CNAME or A Record
     * Verifying the URL
   * How to Use Custom Domain