In you're software, you'll need a fully set up account including

  • Assigned phone number with the "Trust" set up

  • Assigned email address

  • Domain to assign to the White Glove Strategic Guesting funnels

Step 1: Add Users

Add each user.

  • The Podcast Host

  • The Guest Concierge

  • The Production Assistant

  • Anyone else involved in the process

Set up each user. At minimum, customize the following:

  • Signature

  • Access

Step 2: Assign Domains to Funnel and Website

If you haven't already, add the domain to your account that you'd like to use for your podcast

  1. Settings > Domains > Connect a Domain

  2. Log into your Domain provider and update the Custom Domain Settings

Once your domain is added, assign them to all funnels and websites.

  1. Go to Sites > Funnels and add the domain for both funnels

    • PODCAST INTERVIEW (Internal Form) Invite a Guest

    • PODCAST INTERVIEW - GUEST Intake and Scheduling

  2. Go to Sites > Websites and add the domain for the website

    • Podcast Website

Assign Domains

STEP 3: Assign Permission to use the Custom Values Entry Survey.

This is the survey that will update your Custom Values to customize the emails, texts, and funnels, so we set it up with an email password to limit access.

Assign one person who will be authorized to use this form to change Custom Values.

Set the Custom Value "Podcast Team's Authorized Custom Value Email" in Settings > Custom Values to the authorized user's settings.

STEP 4: Upload Branding Images

  • Your logo - both for light and dark backgrounds

  • Favicon (very small - 17x17 to 40x40 pixels)

  • Host Headshot