So you've decided to take your real estate business to the next level with Prompt and you want to get up and running, but have no idea where to start. What should you do? Let's start by setting up your profile!
Setting up your profile is the first step in activating your Prompt account. This is very 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 the video above to learn how to set up your profile specifically 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:
To edit your profile, hover over your name in the upper right corner of your screen and click "Edit My Profile."
Once you're in the profile section, you will automatically be taken to the Basics tab. In here, there are a few required fields at the top you must have filled out: email (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 (this is not shown on all your emails, but is required to be in compliance with CAN-SPAM laws).
Scroll down and make sure you choose your timezone from the dropdown so your scheduling and notifications are accurate.
For industry, Prompt users must select "Real Estate" from the dropdown. If we have your company listed in our "Brand" dropdown, go ahead and select that, too. Otherwise, select "Other."
It is also required that you choose your role from the "Role" dropdown. As of right now, we have different Prompt material for different roles (broker, agent, etc.) so it is important you complete this field.
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 this way before the Prompt email actually goes out.
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.
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.
Next, click the Organization tab so we can input information about your business.
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.
If you'd like to upload a company brand or logo, you can do so on this tab by clicking the "Choose File" button and selecting an image. If your company requires you include a license number or disclaimer in your emails, you can fill in those fields on this tab as well.
Don't forget to click the "Update My Profile" tab once you're finished making changes.
If you'd like to include social media links in your template, click the "Social Media" tab.
You can fill in whichever fields apply to you with your social media URLs if you'd like to include social media links on your email template. 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!