Account Profile Settings
In order for your new system to operate smoothly, it’s important to enter your profile information. You should have been prompted to fill out this information when logging in for the first time. Here is how you can update that information.
Updating Account Profile
Start at the ACCOUNT PROFILE Icon, and click the SETTINGS Sub-tab.
You will then be redirected to an area called BASIC INFORMATION. This is where you will need to fill out all of the prompted fields. This information will be used throughout various campaigns in your account.
FIRST NAME - Enter your first name here
LAST NAME - Enter your last name here
PHONE NUMBER - Enter the number you'd like to be linked to your account
TITLE - Enter your title in your company
COMPANY - Enter your business-friendly company name
INDUSTRY - Select the best classification of your business activities
STREET ADDRESS- Enter the street address of your business
STATE - Enter the state where your business is located in
CITY - Enter the city where your business is located in
ZIP - Enter the zip code where your business is located in
COUNTRY - Country your business is located
AFFILIATE LINK- add an affiliate link here if applicable
Personal Phone Settings
This is an optional profile setting that allows you to configure a quick and simple inbound call flow. You can access your personal phone settings by navigating to the associated tab
Note: You cannot use your personal phone settings until a phone number is purchased and registered in Trust Hub
DIRECT NUMBER - the number selected here will automatically be assigned to the account
OUTBOUND PHONE SETTINGS - the number selected here will be the default number used when contacting leads
DIRECT NUMBER CALL RECORDING - enabling this will allow you to record and listen to inbound calls made to your direct number
OUTBOUND CALL RECORDING - enabling this will allow you to record and listen to all outbound calls made with this number
INBOUND CALL SETTINGS - this setting will determine whether inbound calls stay inside of the account's browser or if they will be forwarded to another number
FORWARD NUMBER - if you selected one of the forwarding options inside of your inbound call settings, this is the number that inbound calls will be forwarded to
VOICEMAIL - this is where you can personalize the voicemail that plays for your direct number
SMS NOTIFICATION - this is a feature that will send a link to your selected number (s) that will allow you to respond to any inbound message from outside of the system
Email Notification Settings
This area of your profile settings allows you to customize your email signature as well as SMS and email notifications
SIGNATURE: choose "yes" if you would like to include a signature in your emails. Be sure to add a signature image as well as any necessary company information
EMAIL READ NOTIFICATION BY: Receive a notification (either SMS or Email) when your emails have been read. *This will deduct credits according to your credit rates*
UNSUBSCRIBE CONFIRMATION TEXT MESSAGE: Choosing "yes" will send an automatic text message to a lead confirming they have been successfully unsubscribed when they choose to unsubscribe via SMS. Write your own verbiage in the text box.
UNSUBSCRIBE CONFIRMATION EMAIL: Choose to receive an email notification when a lead unsubscribes. Type in the email address where you would like to receive the notification.
Update Password
This allows you to change your account password
Note: Please contact the support team for any changes you'd like to make regarding your account email.
Click the “SUBMIT” button to complete your profile.