A whisper message is a short message that you hear on your end of the line when a call is connected. It can help you best serve your customers and have context for a call. To set up your whisper message, follow these steps: Step 1: Navigate to Settings > Phone Numbers. Step 2: Click the Edit […]
This article will walk through your options while you are on an outbound call through the system. Options Within the Dialer Once you make a phone call from within the app and the call connects, you will have the option to mute the call, open the dialer, put the lead on hold, make a warm
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Submitting mock data for your survey or form will allow you to test the form/survey and see how the information looks in the contact profile. Follow these 5 simple steps to input mock data for survey or form completion. Step 1: Navigate to Form or Survey Builder and select the form/survey of your choice. Step 2: In the
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You can edit a specific form or survey to fit your needs. From content to stylistic changes, you can completely customize the appearance and information in a form or survey. Follow these steps to create your perfect form or survey: Step 1: Navigate to the Form Builder (or Survey Builder) from the menu on the left side
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You may want to add or remove the system logo from a form. Follow these simple steps to learn how: Step 1: Navigate to the Form Builder. Step 2: Click “Edit” for the form you wish to update. Step 3: From the menu on the right-hand side, select Styles. Step 4: Scroll to the bottom, and under Miscellaneous, you can
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You may want to analyze the data on your form submissions. Here we’ll show you how to access your form submission information. Step 1: Navigate to Forms and you’ll see 3 menu tabs on the top left: Builder, Analyze, and Submission. Builder: This is where you can create and edit forms. (Check out our tutorial on
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Once you’ve created a chat widget, you may want to review what contacts are submitting into the chat widget. (If you haven’t set up a chat widget, stop here and go check out our article “How To Create and Add a Chat Widget to Funnels and Websites” to create one.) Step 1: Viewing Chat Widget communications
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Automatic country code detection is a great feature in forms. Forms are smart enough to recognize the location of the person that has accessed the page. The only action on your end is to ensure you’re using a phone field in a form for this to apply. Step 1: Using the Phone Field Navigate to
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If you are using Mailgun and replies are bouncing (not arriving in your account), follow these steps to set up replies within your Mailgun account. Before starting, ensure that you are at least on the “Foundation” plan at $35.00/month, as you will only be able to use reply routing in Mailgun with a paid Mailgun plan. Step 1: Setting
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This article will walk you through the full process of setting up your Mailgun account in Cloudflare. For information on how to setup a Mailgun account, see article “Mailgun Setup”. If you are transferring your domain into Cloudflare from another DNS provider, please do so before continuing with this article. Step 1: Retrieve MX and
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