Settings: Business Fields

Business fields operate similarly to custom fields but instead of collecting information for contacts, they serve as a record of information for your business. 

You can set these fields by adding your business’s information in the Business Profile section of your account settings. There are three major sections in the Business Profile where you can modify and consult your business details. This information is found under Settings > Business Profile. 

1. General Information and Business Physical Address

Both sections represent the main information for your business. This information should be filled out by the business administrator and should be updated in case any business information changes. Moreover, these fields could be used for automation purposes. They can be used as custom values in your marketing or workflow communications.

1. Business Information

These Fields Include:

• Business Type
• Business Industry
• Business Registration ID Type
• Business Registration Number
• Business Regions of Operations

1. Authorize Representative

These Fields Include:

• Authorized Representative Full Name
• Representative Email
• Job Position
• Phone number

Benefits:

By having your business profile up to date with consistent business information you can prevent any discrepancies with other account-related processes such as the A2P Campaign and Brand Registration. Besides, fields such as Country or Timezone are dependent and related to internal features such as Calendars and Currency definitions.

FAQ

1. What is the difference between business fields and custom fields?
   Business fields are used to store information specific to your business, while custom fields are designed to collect information related to your contacts. Business fields help maintain consistent business details across your account.
2. Where can I update my business fields?
   You can update your business fields by navigating to Settings > Business Profile. Here, you can modify details in the General Information, Business Physical Address, Business Information, and Authorized Representative sections.
3. Can I use business fields in automations or workflows?
   Yes, business fields can be used as custom values in your marketing campaigns and workflow communications. This allows you to dynamically insert business details like your address or representative’s contact information in messages.
4. Why is it important to keep my business profile up to date?
   Keeping your business profile accurate ensures consistency across account-related processes such as A2P Campaign and Brand Registration. Additionally, details like Country and Timezone impact internal features like Calendar scheduling and Currency settings.
5. What kind of information is included under the Authorized Representative section?
   The Authorized Representative section includes fields like Full Name, Email, Job Position, and Phone Number for the individual authorized to represent your business in official matters.