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Setting Up Your Business Profile

Video Tutorial​

Business Profile Setup Guide​

Step 1: Basic Information​

  1. Company and Business Names

    • Business Name: Used for display (e.g., email footer, caller ID)
    • Legal Business Name: Optional if different from display name
    • This will be used across the platform

  2. Logo and Branding

    • Upload your business logo (optional but recommended)
    • Used throughout the app
    • Configure color scheme and branding elements

  3. Contact Information

    • Email: Primary business email
    • Phone: Business phone number
    • Address: Business address
    • Time Zone: Your business time zone
    • Language: Primary business language (English and Spanish supported)
    • Configure business hours

  4. Website Information

    • Website: Your business website URL
    • Niche: Select closest industry category

Step 2: Business Details​

  1. Business Type

    • Select your business type
    • Used for GDPR compliance and marketing settings

  2. Industry

    • Choose closest matching industry
    • Used for feature recommendations and compliance

  3. Business Registration

    • ID Type: Select your business registration type
    • Registration Number: Enter your business registration number
    • Not Registered: Select if your business is not registered

  4. Regions of Operation

    • Select applicable regions
    • Important for text message marketing compliance
    • Options include:
      • United States
      • Canada
      • Europe
      • Other regions

Step 3: General Settings​

  1. Authorized Representative

    • Person with permission to manage account data
    • Typically the account owner for small businesses

  2. Security Settings

    • Set up 2FA requirements
    • Configure password policies
    • Manage session timeouts

  3. Opportunities Settings

    • Allow Duplicate Opportunities: Enable if needed
    • Used when tracking multiple opportunities for same contact
    • Example: Selling products to multiple business entities owned by same person

  4. Contact Management

    • Merge Facebook Contacts: Optional
    • Disable Contact Time Zone: Uncheck unless specific reason
    • Bot Detection: Optional
      • Prevents statistics increment for bot interactions
      • Can prevent automation execution for detected bots

  5. Email Settings

    • Mark Emails as Invalid: Enable for hard bounces
    • Verify Email Addresses: Recommended
      • Costs $0.0025 per verification
      • Helps maintain sender reputation
      • Prevents sending to invalid emails
    • Configure email templates
    • Set default notification methods

  6. Phone Number Settings

    • Gather Intelligence: Optional
    • Detects spam calls and unknown callers
    • Additional cost through third-party API
    • Set up SMS preferences

  7. Compliance Settings

    • Unsubscribe Links: Required by default
    • Can be customized but must include unsubscribe functionality
    • Maintains CAN-SPAM compliance

Step 4: Contact Management Settings​

  1. Deduplication Preferences
    • Allow Duplicate Contacts: Disable by default
    • Duplicate Detection: Options include:
      • Email matching
      • Phone number matching
      • Custom field matching

Step 5: Final Configuration​

  1. Review Settings

    • Verify all entered information
    • Check for any missing details
    • Confirm all settings are correct

  2. Save Changes

    • Click "Save" to finalize your profile
    • Review the confirmation message
    • Note any additional setup requirements

Best Practices​

  1. Data Accuracy

    • Keep business information up to date
    • Regularly review and verify contact information

  2. Compliance

    • Maintain accurate business registration
    • Keep region settings current
    • Ensure proper email verification

  3. Security

    • Regularly review authorized representative settings
    • Monitor bot detection settings
    • Keep security settings current

  4. Automation

    • Test email verification settings
    • Review contact merge settings
    • Monitor duplicate contact prevention

  5. General Maintenance

    • Keep your contact information up to date
    • Maintain consistent branding across all elements
    • Document any custom settings for future reference

Next Steps​

  1. Proceed to Branded Domains
  2. Set up a branded domain for your business
  3. Set up user access levels
  4. Set up your personal profile
  5. Complete your onboarding process