Settings: Business Profile

What is the Business Profile?

The Business Profile is a crucial section of your account settings where you can manage company data and configure settings that apply across the entire account. Properly setting up this section is essential for the optimal operation of your account.

To understand all the components and elements within the Business Profile, we will review each section and setting in detail, explaining how to configure them and providing use cases to illustrate the impact of each setting.

Where Do I Find the Business Profile?

Finding the Business Profile is straightforward. Follow these steps:

1. Ensure you are in the chosen account in your platform.
2. Click on the Settings navigation item on the left side of your screen.
3. The Business Profile will be the first navigation button on the left in the Settings menu.
4. The Business Profile is also the default first page in settings.

General Information

The General Information section is essential for configuring basic settings and information for your account. The proper setup ensures the correct operation of features like Custom Fields and Trigger Links.

1. Location ID
   • This unique ID identifies your account and assists support teams in troubleshooting.
2. Business Logo
   • Upload your business logo for representation across the platform. It will be used in various features such as invoices and emails. The proposed size is 350px * 180px. No bigger than 2.5 MB
     Example: {{location.logo_url}}
3. Friendly Business Name
   • This name appears in Custom Fields like "Account -> Name" in messaging and workflows.
     Example: {{location.name}}
4. Legal Business Name
   • Enter the name used in legal documents, matching the business license and registration paperwork.
5. Business Email
   • This email is used for Custom Fields like "Account -> Email" in messaging and workflows.
     Example: {{location.email}}
6. Business Phone
   • Enter the phone number used for Custom Fields like "Account -> Phone" in messaging and workflows.
     Example: {{location.phone}}
     Note: If you want this number to match the number that is used for calling and messaging, you would first need to configure your LC phone number, and then copy/paste your purchased number in the "Business Phone" field.
7. Branded Domain
   • Connect a subdomain from your hosting provider to create a "branded domain." This domain can be used for Calendars, Forms, Surveys, and more.

For detailed configuration, refer to the article:
i.  How to Use Branded Domains in Sub-accounts

1. Business Website
   • Enter the website URL used in Custom Fields like "Account -> Website" in messaging and workflows.
     Example: {{location.website}}
2. Business Niche
   • Choose a niche from the dropdown that best describes your target market.
3. API Key
   • API keys connect two or more software applications together to share information and/or perform an action that requires the approval and validation of the software applications involved.
4. Update Information Button
   • After changing General Information, click this button to save your updates.

Business Physical Address

The Business Physical Address is crucial for business verification and can be used in Custom Fields, social posts, email campaigns, and more. Ensure it matches your EIN listing for verification purposes.

Time Zone

This setting determines the timezone for automated events within campaigns.  Always check your business profile settings and the feature's settings to ensure the correct time zone is selected.

Platform Language

Select the language for displaying your account. This setting affects the language of the platform interface.

Outbound Communication Language for Custom Values

Choose the language for displaying Custom Fields and Custom Values in messages and other areas. This ensures correct language use for recipients.

Supported Languages:

• English
• Dutch
• French
• German
• Hungarian
• Italian
• Polish
• Portuguese (Brazil)
• Portuguese (Portugal)
• Spanish
• Danish

Business Information

This section is vital for providing business details necessary for approval and operation. This information includes your registration type and number (EIN, CCN, VAT, etc.) and your regions of operations. Running a legitimate and registered business can be the difference between getting approved or denied when submitting for approval to send SMS messages.

1. Business Type
   • Select the type of business you created: Co-operative, Corporation, LLC, Non-profit Corporation, or Partnership.
2. Business Industry
   • Choose the industry that best describes your target market.
3. Business Registration ID Type
   • Select the type of business registration (e.g., EIN).  If you are in the United States, you most likely will have an EIN unless you have incorporated your business into a different country.

1. Business Registration Number
   • Enter your business registration number.
2. Business Regions of Operations
   • Select the regions where your business operates. Multiple regions can be chosen.
3. Update Information
   • Click this button after making changes to save your updates.

Authorized Representative

If applicable, add information about your business's authorized representative. If you are the representative, provide your details.

General
This section of your Business Profile is incredibly important, so we will break down each section below. Make sure you pay close attention to these settings, as they can have significant effects on your account. You may experience something in the CONTACTS section, not knowing how to fix it, and then look at these settings and realize you turned on or turned off something that should or shouldn't have been.

1. Allow Duplicate Opportunity
   • Turning this feature "ON" will allow duplicate opportunities to be created in the same pipeline. If this is turned "ON," new opportunities will be created in the same pipeline instead of an opportunity moving from one pipeline stage to another. In certain scenarios or use cases, this can be very useful, even necessary.
2. Merge Facebook Contacts by Name
   • When contacts message your company from Facebook Messenger, a brand new contact will be created in your system. This is because Facebook only sends us the user's name, not their phone number or email address.
   • If you want to keep your contact lists clean and organized and add another
   •  to contacts who reach out via Facebook, you can turn this feature on.
3. Disable Contact Timezone
   • Using your contact's timezone for various features can be critical. Let's say you are sending emails at 8 am EST, but your customer is located in California (PST), which would be 3 hours behind. You would be sending that same email at 5 am PST if you DID NOT make sure the contact's timezone was considered in the sending process.
   • If there is a reason why you don't need to use the contact's specific time zone, you can use this feature to turn off any recognition of the contact's timezone and only use the timezone assigned in the account.
4. Mark Emails as Invalid due to Hard Bounce
   • Referins gives you the ability to "validate" email addresses for contacts, and using this feature, you can mark email addresses as "Invalid" if there is ever a hard bounce event when sending an email. This feature can help you cut costs by not sending emails to contacts when they are hard bouncing over and over.
   • NOTE: Email actions in workflows will be automatically skipped when the address is marked as "Invalid"
   • Hard Bounce (as defined by Google): A Hard Bounce is an email that has failed to deliver for permanent reasons, such as the recipient's address is invalid (either because the domain name is incorrect, isn't real, or the recipient is unknown.)
5. Validate Phone Numbers when First SMS is Sent to a New Contact
   • This feature will automatically attempt to validate a contact's phone number when you attempt to send the very first SMS message to a new phone number in your account. If the phone number is marked as "Invalid," the SMS message will not be sent, and you will need to validate the phone number before being able to send SMS messages to this contact in the future. Charges apply per validation attempt.
6. Verify Email Address when First Email is Sent to a New Contact
   • Verify email addresses upon the first email attempt. Charges apply per verification attempt.
7. Make SMS Compliant by Adding an Opt-Out Message
   • SMS compliance is incredibly important and needs to be taken very seriously. That is why Referins automatically configures "Opt-Out" messaging in all your accounts by default. You can configure these opt-out messages and even turn them off (which we do not recommend), but to get you and your customers started, we make sure that this setting is turned on and configured by default in all accounts.
8. Make SMS Compliant by Adding Sender Information
   • Just like opt-out messaging being very important, making sure the "sender information" is in the SMS message is another very important factor in SMS compliance. You can configure the sender information and even turn it off (which we do not recommend), but to get you and your customers started, we make sure that this setting is turned on and configured by default in all accounts.
9. Make Email Compliant by Adding an Unsubscribe Link in Your Emails
   • New laws are being passed all the time around sending emails in order to keep consumers safe and their information secure. That is why Referins automatically configures your email unsubscribe link in all accounts by default. You can configure the unsubscribe link and even turn it off (which we do not recommend), but to get you and your customers started, we make sure that this setting is turned on and configured by default in all accounts.

Call & Voicemail Settings

The following voicemail settings are applied to the entire account and are only overridden if you add a voicemail to an individual team member. When you upload your account voicemail, the file must be in mp3 or WAV format.

• Selecting the "Incoming Call Timeout" dictates how quickly the incoming call is pushed to voicemail.
• We recommend 10-20 seconds, but depending on your business, you may want to choose a timeout length of less than 10 seconds to ensure that the incoming call reaches the voicemail before they hang up the phone.

Contact Duplication Preferences

• This setting allows you to control how your account treats duplicate contacts. 

• If you choose to toggle this setting OFF, you will be presented with options to adjust exactly how your Referins account looks for duplicate contacts. You can look for email or phone numbers first when determining if a contact is a duplicate, and if you want another layer of confirmation, you can also select a secondary determining factor.

1. Enable/Disable Depreciated Features
   • Depreciated features are features in Referins that are no longer updated or supported by the engineering team and are not offered to accounts by default. Currently, Campaigns and Triggers and the only depreciated features in this list. They are depreciated because workflows have completely replaced them as a significantly superior option. (We have numerous articles available for Workflows in our Library. Please refer to them for help!)
     Note: You can turn Depreciate Features on for your customers, but be aware that you may run into issues or bugs with these features that our team may never resolve. Depreciated features are like that for a reason. They are getting "phased out" of the application.

1. Missed Call Text Back
   • Automatically send an SMS message to callers who miss a call. Configure and test the message as needed.
   • If you need to test the SMS message you created before turning on missed call text back, you can easily do so by adding your phone number in the input field below this feature and clicking "Send Test." Referins will send your phone an SMS message with the text you configured in this setting.

Pro Tips:

• Regularly update the Business Profile to ensure all information remains accurate.
• Verify compliance settings to avoid potential issues with SMS and email communications.
• Utilize Custom Fields and Custom Values to personalize messages and workflows effectively.

FAQ:

1. What is a Location ID, and why is it important?
   • A Location ID is a unique identifier for your account used by support teams for troubleshooting.
2. How do I upload my business logo?
   • Go to the Business Logo section in General Information and upload your logo file.
3. What is the difference between a Friendly Business Name and a Legal Business Name?
   • Friendly Business Name is used in messaging and workflows, while Legal Business Name is used for legal documentation.
4. How can I configure a branded domain?
   • Connect a sub-domain from your hosting provider in the Branded Domain section. For example, link.yourdomain.com and the CNAME record needs to be pointed to brand.ludicrous.cloud
5. What does the "Allow Duplicate Opportunity" setting do?
   • It enables or prevents the creation of duplicate opportunities in the same pipeline.