Account settings enable you to personalize your Bonzo experience and manage various aspects of your account. This includes controlling how your name appears to your team internally and to prospects externally. You can add important information such as your NMLS ID, survey link, and social media handles to be used as merge tags. Additionally, you can manage security settings, notification preferences, and shifts. These account settings are designed to help you tailor your Bonzo experience to your personal and professional preferences, making your workflow smoother and more enjoyable.

General Settings

General Settings in Bonzo include essential data fields that you can use in your communications through merge tags. Additionally, you can set up Work Groups, making it easy to share prospects among team members.

To get to your General Settings, click on "Settings" in your sidebar navigation, then on "General."

In the "Communication Details" section, you will see your name, your company name, and your Bonzo number (if selected). To change your Bonzo picture, click on the pink circle to the right. This picture is only visible on your Bonzo account. You can upload an image from your hard drive, typically a headshot or another personal image, to customize your Bonzo experience further.
Next, you'll find the field for your name. This is the name your team members will see when you communicate with them on Bonzo. You can also customize how your name appears to your email recipients. This can be the same name you use internally or a different one, such as a team name like "Team 123 Mortgage."
If you are part of team that uses a "Round Robin" format for distributing leads, you can toggle the ability to be included or excluded from this process directly in your Settings.

Further, if you toggle "Show Accepting Leads in Navigation" you will be able to control this ability directly from your sidebar navigation, without having to go to your Settings.
You will also need to set your local time zone. This ensures that all time-sensitive actions and communications within Bonzo are accurately timed according to your location.

In addition, you can choose your preferred theme. The options include light, dark, and system settings. The "System Theme" will correspond to the theme settings of your computer system, whether it is set to light or dark mode. This customization allows you to create a comfortable and visually appealing workspace in Bonzo.
The fields for Application Link, Survey Review Link, Public Home Search URL, and NMLS ID allow you to pull this important information into your communications as merge tags once filled out. This feature saves you time by eliminating the need to copy and paste this information each time you include it.

Note: To learn more about Public Home Search URL, click on the link below.
Adding Your Public Home Search Link
Work Groups is designed to enhance team collaboration by ensuring that everyone has access to the appropriate contacts. To create a Work Group, click on the pink button labeled "Create New Work Group." Give your Work Group a name that describes its purpose, then select the team members you want to include.

Adding someone to a Work Group means that your prospects will automatically be visible to these team members. This feature works retroactively, meaning that once you set up a Work Group, all existing prospects assigned to you will be shared with the designated group members.

Your account can be active in multiple Work Groups. For example, if you are a Loan Officer (LO) assistant managing prospects for two LOs, Bill and Tedd, you can be added to both of their Work Groups independently. This setup ensures that Bill and Tedd cannot see each other's prospects, but you will have access to both.
Finally, click "Create New Handle" to select your social media account type and add your social media handles or corresponding URLs to be utilized as merge tags in conversation. Like your Survey Link, etc. this is meant to save you time from having to copy and paste this information into every conversation.

After making any changes to your settings, don't forget to click "Save" to ensure your preferences are updated.

These account settings are designed to help you tailor your Bonzo experience to your personal and professional preferences, making your workflow smoother and more enjoyable.

Note: To learn more about Bonzo Ads Manager, click on the link below.
Bonzo Ads Manager (BAM)

Security Settings

Security settings in Bonzo allow you to manage and protect your account information. They provide essential tools to ensure your data is secure and help prevent unauthorized access.

To access your Security Settings, click on "Settings" in your navigation sidebar on the left-hand side of your screen, then select "Security" on the right. Immediately you will see any security notifications or alerts.

Bonzo encourages you to regularly change your password and to utilize Two Factor Authentication to help protect and secure your data and the data of your prospects.
Next you have the ability to change your account number. This refers to the number you have registered with Bonzo (i.e. your personal cell phone number or business landline), not your Bonzo number. To update your number, click "Change," enter your new number, and click "Update."
Next, you can change your password by clicking "Change Password." You will be prompted to enter your current password, then your new password twice. After entering the new password, click "Update" to save the changes.
Two-factor authentication (2FA) is an additional layer of security. When enabled, it prompts you to enter an authentication code each time you log in. To set up 2FA, click "Enable" and choose whether you want the code sent to your cell phone, email, or a Google Authenticator app. After selecting your preferred method, click "Send." You will receive the code via your chosen method, which you will need to enter to log in.
The final option in the security settings is managing your sessions. This section shows where you are logged in. For example, it may display your login location and what type of device you are using. It will also display any integrations of plugins with third-party apps.

If you notice an unfamiliar login, you can click "Log out of all accounts" or the three vertical dots or breadcrumbs to logout. You should then log back in and change your password to secure your account.

These security settings are designed to protect your account and ensure your data remains safe. By regularly updating your information and enabling two-factor authentication, you can significantly enhance the security of your Bonzo account.

Notification Settings

Notification settings allow you to manage how and when you receive updates about your activities, ensuring you stay informed and on top of your tasks and communication.

To access the Notification Settings, go to "Settings" in your sidebar navigation and then select Notifications under the Account section. First off, you can enable notifications in your browser. This is useful if you want to stay updated with Bonzo while browsing the web or doing work outside the platform. Simply click "Enable" to receive browser notifications whenever there are updates.
Next, you can manage email notifications. By default, these notifications are sent to the email address linked to your Bonzo account. If you prefer to receive them at a different email address, enter the new email in the provided field and click "Update."
You can also opt to receive a daily summary. This report is emailed to you and includes new contacts added to your People tab, as well as past and current tasks. Toggle this option on if you want to receive daily summaries.
The next two options let you manage notifications from Prospects. With "Prospect Conversation Notifications," you can receive notifications from shared prospects as if they messaged you directly. To receive messages from both shared and owned prospects, select "Shared and Owned" from the dropdown menu. If you only want to receive messages from your own prospects, select "Owned."

"Merge Notifications" will enable you to receive notifications should two contact records be merged. Though Bonzo does a good job of keeping duplicates out of your system, should you need to merge two records, click on a contact and locate the the three dots or breadcrumbs under their name and then select "Merge." You will then be prompted to select the record you'd like this record to merge with.
The main part of the notifications tab is dedicated to different communication channels where you can receive notifications. These communication channels include website (Bonzo), email, SMS, and the Bonzo mobile app. Toggling these notifications on or off is based solely on your personal preference and can be changed at any time.

A few important notifications to highlight:

Prospect Notifications: choose to be notified when people respond to your communications in Bonzo. For example, you can toggle on notifications for SMS responses, call responses, and email responses to ensure you can promptly continue those conversations.

Task Notifications: ensure you don't miss any tasks. You can receive alerts when tasks are assigned, reminders about upcoming tasks, and notifications when tasks are completed.

Security Notifications: alert you when there are changes to your account, such as password changes or unknown logins.

New Prospect Notifications: inform you whenever a new contact is added to your People tab.

Billing Notifications: will send you alerts when you have exceeded your token limit so you can notify your Team Lead or Admin to transfer additional tokens for your automated outreach.

Referral Notifications: linked to the referrals program. You can be notified when a referral is completed and track your referral bonus.

By customizing your notification settings, you can ensure that you receive timely updates on the activities that matter most to you, helping you manage your tasks and communications efficiently.

Shifts Settings

Shift settings allow you to define your working hours within Bonzo and establish specific days off outside your normal work schedule. This provides visibility for both you and your team. Additionally, when combined with certain automations, it informs your contacts about when you will and won't be available.

To establish your Shifts, click on Settings in your left sidebar navigation and then select "Shifts" on the right of that bar. Immediately, you will be able to select your daily and hourly shift time.

To configure automated messaging to be sent to contacts that message you outside of this schedule, click on "Messaging" in the top right.

Here you will be able to draft an automated SMS message if a contact calls you "After-Shift" or record an Out-of-Shift Voicemail to respond to that call. At the bottom, you can write an "After-Shift" SMS message to go out if you are texted outside your established schedule.

Make sure to click "Save" after writing or recording these messages.

Finally, Team Leads can view shifts for different team members by using the name dropdown in the top right corner to select another team member. It's important to remember that response rate metrics are linked to shifts. To ensure accurate data, make sure your team members have properly set their shift days and times.
Further down the page, you can create exclusions to your regular schedule by taking days off. Click the "Take Day Off" button and select the appropriate date from the calendar. It is recommended to edit your "After-Shift" messaging to inform contacts who try to communicate with you on these days that you are out of the office.

Scroll to the bottom to see exclusions in your team. Select the vertical bars icon to filter by date or by "user" (team member).

Shift settings are a valuable tool to help you track and improve how quickly you engage with prospects. By setting up and monitoring shifts, you can ensure timely responses, enhance team collaboration, and ultimately improve your prospect engagement.

Merge Tag Settings

Merge tags in Bonzo allow you to pull data from various parts of the platform using simple tags, making your communication more efficient and personalized. While most data points in Bonzo already have pre-created merge tags, you might want to add external information, such as a specific application link, to your merge tag list.

Navigate to Settings in your sidebar navigation to the left and then click on Merge Tags on the right. Here you will see any existing custom merge tags that you've created and you'll have the ability to create new merge tags by clicking on the "+ Add Merge Tag" button in the top right.
After clicking the pink button, you will need to name your tag and enter it's value. It's important to remember, that the name is something that you will see internally when you search for this tag and the value will essentially be what your contact see's when they receive the tag in a communication. For instance, the value might be a link that directs them to a form or survey or it may be representative of a data point like an interest rate or loan amount.
Once you've created your custom merge tag and clicked "Save," you can now use it in communication. For instance, when composing an SMS or email broadcast, click on "Show More" to see the list of available merge tags.

Scroll over to find the "Custom" tab, and you will see any custom merge tags that you've created. Click on the tag you want to use and then click off the screen to exit and continue to edit your message.

Custom merge tags are a powerful tool in Bonzo that enhance your ability to send personalized and dynamic communications. By setting up and using these tags, you can reduce manual entry and maintain a high level of professionalism in your interactions with prospects and contacts.

Note: To learn more about Merge Tags, click on the link below.
Merge Tags

Delete Account

This final account setting provides information on how to delete your Bonzo account.

If you wish to delete your Bonzo account with all associated data, please send a message through chat located in the bottom corner (pink bubble). After your account is deleted, Bonzo will send you email confirmation.

Account settings in Bonzo empower you to personalize your experience and manage various aspects of your account. These settings are designed to help you tailor your Bonzo experience to your personal and professional needs, ensuring a smooth and pleasant workflow.

Note: To see more of Bonzo's settings, click on the link below.
Settings: General Overview

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