Set Up Your User & Business Profiles

There are a few key areas of your profile to customize:

  • Signature - this is what will appear when you use the user signature variables in workflows and broadcast emails
    • Note 1: The signature that appears in workflow emails is based on the assigned user in the workflow. However, the signature that appears in scheduled/dripped broadcast emails is based on the user who is scheduling the email. So if multiple users are scheduling broadcasts and you are using the email signature variable for your email footer, you will want all of those users to have that email footer in their signature.
    • Note 2: If you are using the built-in system email unsubscribe custom value in your email signature, it will only work when the signature is used in workflow emails, not when the signature is used in emails sent from the template/campaign builder - you need to add the unsubscribe custom value directly to the email template/campaign instead. We have provided email templates with that custom value already linked in the footer.
  • Timezone, Availability, and Meeting Link
    • For use with calendars.
    • Note: You also want to set the timezone in the Business Profile (first tab within Settings). This is the default timezone FG Funnels will use for your workflows, scheduling emails, and other time-based events in the system.
  • Any other details of your profile or business profile that you would like to customize.

Step By Step Walkthrough:

  1. In your account Go to Settings, then select My Profile.
  2. Add your image, update your name, email, phone number (for verification texts), and connect your calendar.
  3. Choose your default calendar and set your time zone.
  4. Set your meeting location by connecting Zoom or adding a meeting link.
  5. Define your availability hours and copy them to all days if needed.
  6. Integrate Zoom, Google Calendar, and email providers.
  7. Select the calendar to be checked for booking availability (individual or combined with team availability).
  8. Customize your signature with your name, social links, website link, and an unsubscribe link.
  9. Save changes by clicking Update Profile.

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