User Profile Settings

BIG PURPLE DOT

How to Edit Your User Profile

Update your profile photo, required info, email signature, and Zillow review connection — and learn how to use your profile fields as dynamic fields in email and SMS templates.

Before You Begin: Your User Profile

Your user profile stores the information Big Purple Dot uses to personalize your communications — your name, contact details, license #, social links, and email signature. Once these fields are filled in, you can pull them automatically into email or SMS templates using dynamic field interpolation.

Good to know

Every field on your user profile can be interpolated into a template — for example, automatically pulling in your profile picture, license #, and Apply URL. See the full field list in Step 9 below.

PATH: Settings > Profile

Step 1: Access Your Profile

PATH: Settings > Profile

1. Go to 'SETTINGS' from the top navigation header.
2. Click on 'Profile' to customize your profile.

Step 2: Upload a Profile Photo

1. Click 'Upload a new photo.'
2. Click 'Choose file' to select a profile image from your computer.
3. Click 'Save Profile' at the bottom of the screen to save your profile picture. Picture will not appear until you click save.

Step 3: Crop Your Photo

1. Click 'Crop' to crop your photo to a 1:1 square ratio.
2. Drag the crop tool to expand or decrease your crop area as desired.
3. Click 'Finish Cropping' to save.

Good to know

Your profile picture is cropped to a square so it displays cleanly wherever it appears — including in email signatures and templates that use the {agent_avatar_url} field.

Step 4: Required User Profile Fields

While some fields are optional, the following fields are required for every user profile:

Field	Description
Username	Required to identify and log into your account.
First Name	Used throughout your profile and in template interpolation.
Last Name	Used throughout your profile and in template interpolation.
Email	Your primary contact and login email address.
Password	Required to secure your account.

Step 5: Contact Information

PATH: Settings > Profile

1. Email field is the only required field. Other fields, if information is entered in, can be used for interpolations in SMS or emails.
2. Text Notification — to receive SMS notification by BPD you will need to enter that number. To select information you want to get notified about, go to Settings > Notifications.
3. Two-factor (SMS-capable) Phone Number — enter the number you wish to receive your two-factor code to when logging into BPD.

Step 6: Additional Links

1. Enter in up to 4 Social Media URLs. Use the drop-down menu to select the type of URL entered.
2. Enter in Website, Apply Link, Calendar Booking URL, and Customer Review URL. These are all optional fields. They can be added to SMS/Emails by using interpolations.

Step 7: Update Your Password

PATH: Settings > Profile > Change Password

1. Click 'Change Password.'
2. Enter your desired password, and re-enter it to confirm.
3. Click 'Save' when finished.

Step 8: Email Information

Add an email signature to be used in email blasts or drip campaign email templates. You can copy and paste your email signature or customize it using the editing toolbar.

To add an image (ex. headshot or logo):

1. Click the image icon from the editing toolbar to open the 'Image Properties' window.
2. Click the 'Upload' tab, then select 'Choose File' to select an image from your computer.
3. Select 'Send it to the Server,' and when finished, click 'OK.'
4. Click 'Save Profile' to save your email signature.

Step 9: Use Dynamic Fields for Template Interpolation

All user profile fields can be used dynamically in templates. For example, if you want a template to automatically pull in your profile picture, license #, and Apply URL, you can interpolate these values from the user assigned to the contact record. Below is the list of interpolation values for fields from the user profile:

User Profile Field	Interpolation to Use
Profile Picture	{agent_avatar_url}
Username	{agent_username}
First Name	{agent_firstname}
Last Name	{agent_lastname}
Name	{agent_name}
License #	{agent_license}
Job Title	{agent_title}
Assigned Tracking Number	{agent_tracking_number}
Email	{agent_email}
Branch Address	{agent_branch_address}
Primary Phone	{agent_primary_phone}
Secondary Phone	{agent_secondary_phone}
Additional Phone	{agent_additional_phone}
Primary Phone (Cell)	{agent_primary_cell}
Primary Phone (Work)	{agent_primary_work}
Primary Phone (Home)	{agent_primary_home_phone}
Primary Phone (Fax)	{agent_primary_fax}
Social Media URL (Facebook)	{agent_facebook_url}
Social Media URL (Google My Business)	{agent_google_my_business_url}
Social Media URL (Instagram)	{agent_instagram_url}
Social Media URL (LinkedIn)	{agent_linkedin_url}
Social Media URL (TikTok)	{agent_tiktok_url}
Social Media URL (Twitter)	{agent_twitter_url}
Social Media URL (YouTube)	{agent_youtube_url}
Social Media URL (Zillow)	{agent_zillow_url}
My Website URL	{agent_website_url}
Apply Link URL	{agent_apply_url}
Calendar Booking URL	{agent_booking_url}
Customer Review URL	{agent_review_url}
Branch Disclaimer	{agent_branch_disclaimer}
Individual Disclaimer	{agent_personal_disclaimer}
Email Signature	{agent_signature}

Good to Know

For a complete list of dynamic interpolation fields — including fields beyond your user profile — check out article on interpolations.