So you've decided to take your real estate business to the next level with Prompt and you want to get up and running. The first thing to do is set up your profile.
This step is important because the details you input in your profile will be used in your Prompt email sends, showing your sphere of influence information about you and how to contact you.
Check out this video to learn how to set up your profile for Prompt so you can get going as soon as possible!
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If you'd prefer to read, here's a step by step:
Step 1: To edit your profile, hover over your name in the upper right corner of your screen and click "Edit My Profile."
Step 2: In the Basics tab, there are a few required fields at the top that you must have filled out: Email Address (you can change this here if you want, but it will automatically be filled in with whatever address you signed up with), First Name, Last Name, and Address. (Your address is not shown on all your emails, but is required to be in compliance with CAN-SPAM laws).
Step 2: Scroll down and select your Timezone from the dropdown so your scheduling and notifications are accurate.
Step 3: For Industry, Prompt users must select "Real Estate" from the dropdown. If we have your company listed in Brand, go ahead and select that. Otherwise, select "Other." It is also required that you choose your Role from the dropdown. We have different Prompt material for different roles (broker, agent, etc.) so it is important you complete this field.
Step 4: On the left, we require at least one phone number on file. However, you'll want to fill in the mobile number field in order to receive text messages about Prompt. We will notify you by text before the Prompt email actually goes out.
Step 5: On the bottom left, you have the option of uploading your headshot or team photo, which is highly recommended. Just click the "Choose File" button and select your image from your computer.
Step 6: When you are done filling out your profile, be sure to click the Update My Profile button at the bottom of the page so your information is saved.
Step 7: Next, click the Organization tab. In the "Organization Name" field, put your team or company name. Also fill in your specific title or role in the "Title" field, as well as your company website in the "Organization Website" field. These fields are not required but will make things easier down the road when you order your template.
Step 8: If you'd like to upload a company logo, you can do so on this tab by clicking Choose File and selecting an image. If your company requires you to include a license number or disclaimer in your emails, you can fill in those fields on this tab as well. Click "Update My Profile" once you're done!
Step 9: If you'd like to include social media links in your template, click the Social Media tab. You can fill in your Twitter, YouTube, Facebook or LinkedIn URLs. This is important because all of your social media links are in one centralized location; if you change your Twitter handle or Facebook link, you just need to update it on this tab and it will automatically update in your email template. Just be sure to click "Update My Profile" when you're finished and you're good to go!