Setting Up Your User Profile
Setting Up Your User Profile in FG Funnels
Make sure to click the blue update or save button in each box after making changes in order to save your changes.
- Access User Profile Settings
- Navigate to the dashboard.
- Click on the Settings menu located in the bottom left-hand corner.
- Select My Profile.
- Update Personal Data
- In the Personal Data section:
- Upload a profile image (if desired).
- Enter your First Name and Last Name.
- Update your Email (note: changing this will also change your login email).
- Update your Phone Number (note: this will be used for two-factor authentication)
- Click Update Profile after you make changes.
- In the Personal Data section:
- Change Password
- Locate the Change Password box.
- Enter your current password and the new password.
- Click the Update Password button to save changes.
- Set Up Email Signature
- In the Email Signature section you can set up a signature or email footer that can be added to the bottom of your emails.
- What you choose to include in your footer is up to you, however many people add their name and email address.
- You can add your mailing address as part of compliance with the Can-Spam Act or other privacy laws. Enter your desired signature details (name, email, mailing address, etc.).
- You can add a link to your unsubscribe option using the {{email.unsubscribe_link}} custom value and you can hyperlink this in the text of unsubscribe.
- Toggle on Enable Signature on All Outgoing Messages for automatic inclusion in direct emails from the Conversations or Contacts tab. You will still need to use the {{user.email_signature}} custom value in order to populate the signature in workflows.
- In the Email Signature section you can set up a signature or email footer that can be added to the bottom of your emails.
- Calendar Settings
- In the Calendar Settings section you can:
- Link your calendar accounts (Google, Outlook, or iCal). For more information, visit Calendar Configuration - Primary Calendar & Check for Conflicts.
- Set your Time Zone to provide accurate booking times.
- Define your Available Hours for bookings.
- In the Calendar Settings section you can:
- User Availability
- Set your Meeting Location (Zoom, Google Meet, etc.) for appointments. For more information, visit Zoom Integration for Users' Calendar Bookings
- Notification Preferences
Navigate to the Notifications tab.
Set preferences for:
- Conversations
- Task notifications
- New reviews