General tab

When going to the Account Settings page located in the left hand menu, you will first be taken to the General tab. This is where you can update your personal information.

General Info

In the General Info section, you can change the email address associated with your account. This is not only the email used to login with, but also the email used to send your leads emails from Ringy. Please note, any email responses will go directly to your email account, and not through Ringy.

You can update the first and last name associated with your account.

You can update the call forwarding number if you have chosen to forward calls to a phone. That option is set in the top right corner of your Ringy account beside the Welcome button. Call Forwarding Options

You will also find an option to stop texting leads earlier than 10pm in their respective time zone if you so please. From the drop down menu, choose Custom Times and then select for each day of the week when you would prefer to stop texting leads in the leads respective time zone.

You can edit the time zone you are in specifically as needed.

You can add your business website in order to utilize the Ringy available keyword found below any textbox and email body in Ringy, #my_business_website.

You can choose to always keep call recording turned on to automatically record all capable phone calls. Please be aware, Ringy will not alert the other party the call is being recorded. It is subject per state whether it is required to do so or not.

Lastly, you can choose to turn on all system alerts within Ringy to be notified each time you receive a new lead through a lead vendor integration, each time a lead texts you, each time you receive a missed call, and each time a lead opens an email from you.

Be sure to click UPDATE INFO when you make any changes to this section in the bottom right corner.

Change Password

You will find a section to change your password on the left of the tab.

Notifications

In the left hand side of the General tab, select Notifications where you can update or stop the notifications. The text notifications can be turned on by clicking on the Welcome button in the top right corner of your account. These notifications are free.

States I Do Business In

List the states you do business in here to make lead distribution easier for your supervisor. Please note, if you make any changes to this section, it will not update for your supervisor's distribution settings if they're already integrating leads into your account from their own lead vendors. You will need to contact them directly about any changes so they can update this on their end manually.

Sync Account Settings

Either enter another user's email address associated with their RINGY account to sync with or choose from the following Ringy provided demo accounts, and select the purple Send Sync Request button. If you choose a RINGY demo account, the sync will go through automatically. If syncing with another user, they will need to approve the request on their Dashboard in their RINGY account. Sync requests to another RINGY user expire after 24 hours. If approved, the sync will take a few minutes.

Sync requests are only designed to be completed once to help someone who has no settings in their account start immediately. When syncing account settings, it will delete your SMS and email templates and replace them with the account you have synced with now.

Completed Sync Requests can be found at the bottom of this section to refer to the status of your sync request. You will be able to reference who you sent the sync request to and acknowledge the date and time the request was completed.

If approved, the following settings will be copied to your account:

Initial Preset Text
Presentation Follow Up Preset Text
Verification Reminder Preset Text
Follow Up Drips
Quote Follow Up Drips
Sales Pipeline
Preset Initial Email
Preset Follow Up Emails
Disposition Tags
Automated Actions
Preset Replies
CSV Column Mappings