Completing the Business Profile.

Set up your Business Profile in a few simple steps.

Accessing Business Profile Settings

Updated: April 11, 2024

 

To begin updating your business profile, follow these steps:

  1. Navigate to Settings in the menu pane.
  2. Clicking on Settings will automatically take you to your Business Profile page.


Uploading Your Logo

To upload your business logo, perform the following actions:

  1. Locate the logo section in the left side of the page.
  2. Click on the Upload button to select your logo file from your computer.
  3. Browse and select the file containing your business logo.

The size parameters for the logo are set for a square box. If your logo is a rectangle, it may appear stretched when uploaded. However, as long as the proposed sizes are met, it will load correctly.


Updating Business Name and Contact Information

To update your business name and contact information, follow these instructions:

  1. Enter your friendly business name (DBA - Doing Business As) in the provided field.
  2. Enter your legal business name in the corresponding field. (Enter the exact legal business name, as registered with the EIN.)
  3. Fill in your business email address and business phone number.
  4. Provide the URL of your business website.
  5. Select your business niche (Real Estate).
  6. Click Update Information to Save.


Adding Business Address and Time Zone

To include your business physical address and set the time zone, follow these steps:

  1. Enter your business's physical address in the designated field on the right-hand side of the page. (P.O. Box addresses will not be accepted)
  2. Specify the time zone that corresponds to your business location. The selected time zone will be used throughout your account.
  3. Select your preferred language and outbound communication language.
  4. Click Update to Save.


Completing the Business Information

  1. Choose the appropriate Business Type and Industry.
  2. The crucial part is entering your business registration ID. Specifically, provide your employer identification number (EIN).
  3. Select your EIN from the drop-down menu for Business Registration ID Type.
    • If you don't have an EIN, please inform Vintory support.
    • Alternatively, choose "My business is not registered."
  4. Type in your Business Registration Number (EIN).
  5. Specify your business regions of operation.
  6. Click Update Information to Save.


Completing Authorized Representative 

  1. Include the Authorized Representative's details: First and Last Name, Email, Job Position, and Phone number with Country Code.
    • The authorized representative can be the Owner, CEO, Marketing Director, or another Designated Person. If none of the provided job position options apply, select Other. The email address used needs to be a business email address, a generic @gmail.com or @yahoo.com will result in a failed A2P registration.
    • Further information regarding A2P registration can be found here
  2. Click Update Information to Save.


Configuring Call & Voicemail Settings

To adjust call-related settings, such as the incoming call timeout, follow these instructions:

  1. Scroll down to the call settings section.
  2. Locate the incoming call timeout option.
  3. Set a value between 10 and 20 seconds for the ring duration before the call goes to voicemail.
  4. Click on Upload to find your pre-recorded voicemail file on your computer.
  5. Remember to save your call settings separately by locating the SAVE call settings button.

The voicemail is not recorded within Vintory and needs to simply be uploaded to the system as either a mp3 or wav file. Uploaded voicemails allow your leads to receive a more specific voicemail to an owner acquisition team instead of getting your personal phone voicemail.

General settings

By default, all these feature are disabled excluding "Make email complaint by adding an unsubscribe link in your email". 

  1. Allow duplicate opportunity - This feature allows the same contact to exist as multiple opportunities. By default, this feature is disabled. 
  2. Merge Facebook Contacts by Name - Only incoming messages from Facebook will be merged if they match an existing contact's name. Names are case-sensitive.
  3. Disabled Contact Time zone
  4. Mark emails as invalid due to hard bounce - Contact's Emails will be marked as Invalid automatically when it Hard Bounces. Email actions in Automations will be skipped for Contacts with Invalid Emails.
  5. Validate phone numbers when first SMS is sent to a new contact - This will validate the phone number before sending an SMS. Standard price of $0.005 applicable per validation.
  6. Verify email address when first email is sent to a new contact -  This will verify the email address before sending an email. The standard price of $0.0025 is applicable per verification.
  7. Make email complaint by adding an unsubscribe link in your email - The initial email that you send to an individual needs to include /*unsubscribe*/ tag. We've created a default copy that can be edited by using the Customize function.

Contact Deduplication Preferences

By default, this feature is disabled as we recommend keeping contacts separate to avoid confusion when reviewing your data. In the case of one contact having multiple properties, please follow this guide: Multiple Property Overview 

Enable/Disable Deprecated Features 

Missed Call Text Back

Enabling the missed call text settings will automatically send a generic text message to your contacts for missed incoming calls. However, we've kept this feature disabled to give you more control. Instead, you'll find a 'Missed Call Text Back' workflow in your Automations tab that can be customized to align with your brand voice.