White Label in Zoho Survey - Online Help Guide

White Label

A custom domain allows you to have your brand name on your survey URL's. Essentially, it lets you White label and distribute surveys from your sub-domain. For example, if your company is ZylkerCorp, and you're mapping your domain with Zoho Survey, your survey participants can access your survey form at https://survey.zylkercorp/zs/ instead of https://survey.zohopublic.com/zs/. You could even change the default favicon from Zoho Survey to any that you prefer. 
Notes
Note
Users can add multiple custom domains to Zoho Survey. This helps to switch domains based on region and enhance brand identity.

Use Cases: 

Brand Segmentation : If you are an enterprise with a large product line, it would help tremendously if there were separate domains to launch surveys targeted specifically for users in each product line rather than having one domain for the entire range of products.
Event specific surveys: Having a dedicated custom domain to manage your events, conferences, or campaigns related surveys can provide the respondents with a more engaging experience and help in higher completion rates.
Geographical segmentation:
Companies operating in various regions can utilize localized domains to ensure surveys feel more relevant and inviting to specific audiences.

Pre Requisites: 

Before adding a custom domain to your surveys, ensure the following prerequisites are fulfilled:
  1. You need to have a domain or subdomain for your company. Make sure that the DNS (Domain Name System) records for your custom domain can be edited in the domain provider's settings.
  2. In your domain provider's DNS records section, add a CNAME (Canonical Name) entry. You can use your domain as an alias for another domain by using a CNAME record.
  3. Sign in to your domain registrar's control panel and access the DNS Management Settings to change the DNS records. If you can't locate DNS Management, look for options such as Advanced Settings or Name Server Management.
  4. Create a CNAME (or Canonical Name) entry from your sub-domain's admin portal. Enter the hostname and point it to survey.cs.zohohost.com.
  5. Use the CNAME record to map your sub domain to the Hostname survey.cs.zohohost.com.
 
For example: survey.zylker.com CNAME survey.cs.zohohost.com
Zoho Survey Public URL
Map your domain or sub domain to the Hostname
survey..zohopublic.com
survey.cs.zohohost.com
survey.zohopublic.eu
survey.cs.zohohost.eu
survey.zohopublic.in
survey.cs.zohohost.in
survey.zohopublic.au
survey.cs.zohohost.com.au
survey.zohopublic.cn
survey.cs.zohohost.com.cn
survey.zohopublic.jp
survey.cs.zohohost.jp
survey.zohopublic.ca
survey.cs.zohohost.ca
survey.zohopublic.sa
survey.cs.zohohost.sa
 
  1. Purchasing an SSL certificate is mandatory to make the domain changes live. Contact Zoho Survey Support to purchase the SSL certificate for your sub-domain free of cost.
  2. SSL certificate will be renewed for the CNAME entry pointed during your initial purchase. When the SSL certificate is purchased for your sub-domain, you can try accessing the custom domain link available in the Launch tab of your survey. Remember to make sure your website is live the moment we try to access the survey link.

How to add a custom domain: 

Follow the steps below to add a custom domain:
  1. Click on your profile icon at the top right corner of Zoho Survey and click on Manage Portal.

  2. From there, navigate to White Label, and click on ADD.

  3. Enter your subdomain in the format survey.yourdomain.com in the textbox provided.
  4. Further, if you'd like to customize the favicon of your survey, provide the URL in the Add a favicon textbox. Finally, click SAVE.

  5. Similarly, you can add multiple custom domains by clicking on the + ADD domain.

Preferred domain   

The preferred domain provides you with the option to set the custom domain among the custom domain you've added according to your functionality.For example, if your admin has set a preferred domain at the portal level for enhancing the user experience of respondents, but you wish to change it to a local domain for your department/business unit level convenience or use cases, it can be done.

How to set a preferred custom domain: 

In Zoho survey, you can set the preferred domain at three levels, namely the portal, department, and survey level.
Follow the steps below to set the preferred domain at various levels, respectively:

How to set a preferred custom domain at the Portal level: 

Here's how you can set a preferred domain at the portal level:
  1. Click on your profile icon at the top right corner of Zoho Survey and click on Manage Portal.


  2. From there, navigate to White Label.
  3. Click on "Mark as Preferred Domain" to set the preferred domain at the portal level.

How to set a preferred custom domain at Department Level: 

Here's how you can set a preferred domain at the department level:
  1. Click on your profile icon at the top right corner of Zoho Survey and click on Manage Portal.

  2. Scroll down and navigate to Department Setup. If there are multiple departments, choose the department where you'd wish to set the preferred domain.

  3. Then click on the Department Information, and there under the department name, you'll be able to see the Preferred domain field.

  4. Click on EDIT, and from the drop-down, choose the domain you wish to set as the preferred domain, and save the changes by clicking Update.

How to set a preferred custom domain at  Survey Level:  

Here's how you can set a preferred domain at the survey level:
  1. Navigate to the survey in which you wish to set up the preferred domain
  2. Then navigate to Settings >Preferences and find the Default Domain field.
  3. Choose the preferred domain from the dropdown.

  4. Finally, scroll down and click SAVE.

Notes
Note:
Users may configure ZohoPublic URL at the department and survey level

How to edit a favicon 

Follow the steps below to edit a custom domain or its favicon:    
  1. Click on your profile icon at the top right corner of Zoho Survey and click on Manage Portal.
  2. Click on the Edit icon to make changes to the custom domain name and favicon URL.

  3. Once the edits have been made, click SAVE.

Access 

The custom domain feature can only be accessed by Pro and Enterprise Zoho Survey users. In addition, Multiple custom domain feature can only be added under the Enterprise Plan.
Info
Users on the Enterprise plan can add a maximum of 10 subdomains. It enables you to manage surveys across multiple domains from the same account.

Points to Note: 

  1. Changes to the DNS system are not immediate; it may take up to 48 hours for the changes to be reflected on the internet.
  2. You can search for DNS propagation checker tools online to perform a DNS propagation lookup for your sub-domain name (Eg:survey.zylker.com) and confirm if the DNS records are fully propagated.
  3. SSL certificates purchased from third-party vendors cannot be installed in Zoho Survey. 


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