As a Surefire User, your Profile is the area of Surefire where all of your personal information such as your profile photo, phone number, email address, etc is entered, edited and stored.
To edit the information on your profile, go to My Account > My Profile in the navigation menu and click on the Edit my Profile tab. You will enter the live edit screen and can add or edit any of the Profile Fields.
The Edit screen is divided into three sections: Basic Info, Contact Info and Social Media.
It's important to fill out as many of the fields included these sections as possible because later you can merge Profile Fields into emails and and other marketing materials.
When you are finished, click the Save Changes button at the bottom of the screen.
This section is where you enter personal details and contact information for this user:
- First Name / Last Name / Email
These three fields are required.
Email Signatures, however, are covered here.
In the case of emails sent from Surefire's deployment center on behalf of this user, any replies to those emails will be sent to the email address entered here (instead of the email address entered in the the Email field described in the previous bullet point).
For example, if Surefire user Joe Smith's email address is email@example.com, but his Reply-To email address is firstname.lastname@example.org, then when recipients of any of Joe's Deployment Center-generated emails click reply, their responses will be routed the email@example.com address.
If the field is left blank, the system defaults to using whatever email address has been entered into the Email field described in the previous bullet point.
- Friendly From
"Friendly From" refers to how a sender's name is displayed in a recipient's email inbox.
If this field is left blank, the system defaults to using whatever has been entered into the First Name and Last Name fields above.
Use the three drop down menus to specify the Month, Day and Year of this user's birthday.
E.g. "Chief Loan Officer"
- Address Line 1 / Address Line 2 / City / State / Zip/Postal Code
Enter the mailing address for this user.
- Website 1 / Website 2
Enter up to two website addresses associated with this user.
- Sync ID
Unique ID for LOS syncing
This section is where you enter the following Contact Phone Numbers (in standard 10-digit format) for this user:
- Primary Phone
- Mobile Phone
- Toll Free Phone
This section is where you enter HTML links (e.g. https://www.facebook.com/jerrysmith1234) for this users's following Social Media Accounts: