Funnel Guide for Profile & Settings

Agency Name & Calendar Links Guide

Agency Name & Calendar Links Guide:

How users set their Agency Name and scheduling calendar links so merge field variables can personalize Engagement messages automatically.

Purpose:

Workflows and other messages are personalized automatically using merge field variables, which need to be updated in your Profile. Setting your Agency Name and your Insurance and Recruiting scheduling calendar links once means the messages that use them will show the right Agency Name and send the specific calendar scheduling links. This guide shows where to find these fields and how to update them.

Before You Begin:

One merge field example, for reference.

STEP 1   Open Profile Settings

Click the profile image in the top-right corner of your account. Select Profile.

The Profile menu, opened from the top-right corner of the account.

STEP 2   Enter the Agency Name

Enter the name of the agency you represent, for example Edson Agency or Pearson Life Group.

STEP 3   Enter the Insurance Scheduling Calendar

Enter the link Contacts will use to schedule an insurance appointment, for example https://calendly.com/agent-name/insuranceappointment.

STEP 4   Enter the Recruiting Scheduling Calendar

Enter the link Contacts will use to schedule a recruiting appointment, for example https://calendly.com/agent-name/recruitingappointment.

The Agency Name and calendar link fields on the Profile screen.

Quick Recap: Agency Name & Calendar Links Guide:

• Merge fields like {first_name} pull Contact-specific detail into Engagement messages automatically.
• Agency Name and both calendar links are set from Profile.
• Insurance and Recruiting calendar links are separate fields, each tied to its own scheduling link.

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