Getting Started Video Series - #2 Office Setup & Overview

Updated: 06/10/2022
Article #: 10


We'll show you how to add an office.  Call it something simple like 'Main' or, if you have many branches, name each of them after their location.

 

 

 

Add an office

Below are the options you have when setting up an office.

  • Branch name - Use your company name if you have a single office, or name it after the branch location.
  • Branch email - The email that the leads from this office will be sent to.
  • Logo (Optional) - The company logo that will show emails and customer submission forms.
  • Banner (Optional) - A banner that shows in the emails, directly above the message content.
  • Enable safe email mode - Disable some email functionality to help reduce the chances it ends up in the spam folder. Does not affect lead emails.
  • Enable thank you email - This allows you to send a thank you email once the lead has successfully completed a lead form.
  • Thank you message - If you select 'Enable thank you message', this is the message that will be sent in the thank you emails.

The office details can be edited from the main dashboard, by clicking the elipses and selecting edit, or from within the office itself and clicking the edit button next the office name.

 

Edit an office

You can edit the office settings, either from the Agent Response dashboard, clicking the ellipses next to the office name and going to edit.

 

Alternatively, you can get to the settings by clicking the edit next to the office name.

 

From here you can edit the:

  • Branch name - Use your company name if you have a single office, or name it after the branch location.
  • Branch email - The email that the leads from this office will be sent to.
  • Logo (Optional) - The company logo that will show emails and customer submission forms.
  • Banner (Optional) - A banner that shows in the emails, directly above the message content.
  • Enable safe email mode - Disable some email functionality to help reduce the chances it ends up in the spam folder. Does not affect lead emails.
  • Enable thank you email - This allows you to send a thank you email once the lead has successfully completed a lead form.
  • Thank you message - If you select 'Enable thank you message', this is the message that will be sent in the thank you emails.






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