Getting Started

Using the Set-Up Wizard

Follow the steps below to use the BoldCall Express set-up wizard to customize, install, and test the product on your web pages.

Step 1: Login to your account from the www.boldcall.com webpage using your username and password. This will give you access to the My Account area.

Step 2: If you’ve not completed the wizard already, you will be taken directly to it. If you’ve already completed it, you can access the wizard again or go directly to a particular step. Both of these options are available from the My Account area.

Step 3: The wizard will guide you through the following steps:

a. Choosing your available and unavailable buttons

b. Adding your logo to the call request window

c. Choosing a call request window style

d. Inputting your phone number and deciding which countries from which you’ll accept calls

e. Determining your workday and weekend hours during which you will or will not accept calls

f. Enabling the proactive invitation feature

g. Implementing the short code snippet onto your website pages

h. Downloading and installing the desktop client application

i. Testing the system

Customizations

Buttons

The wizard provides you with a gallery of button choices, but should you wish to use your own images, follow these steps:

Step 1: Complete the set-up wizard, picking one of the gallery buttons just so you can move on.

Step 2: Once you’ve completed the wizard, you will be able to access the Advanced Settings area of the My Account section.

Step 3: You should ensure that whatever image you’d like to use is hosted on your site or somewhere else.

Step 4: In the Advanced settings area, under the Call Button heading input the complete URL of the image you want to use for your available button in the appropriate field. Repeat the procedure for the unavailable image you want to use.

Call Request Window

Call Window Setup

The window your visitors see when they click on your call button or accept your proactive invitation can be customized in several ways. You can include your own logo and choose from a variety of color schemes. The Advanced Settings Area allows you to access additional customization possibilities:

- Use a hosted image for your logo

- Change the color of the window header, footer, body, and/or text

The wizard provides you with a way to upload your logo to the call request window, but should you wish to use a hosted image instead, follow these steps.

Step 1: Access the Advanced Set-Up Options page from the My Account section

Step 2: Under the Call Window heading, locate the “Hosted Logo” field

Step 3: Input the entire URL of the hosted image

Step 4: Hit the Continue Button to save your changes.

The wizard provides you with a way to choose from a variety of default color schemes, but should you wish to alter the colors manually, follow these steps.

Step 1: Access the Advanced Set-Up Options page from the My Account section

Step 2: Under the Call Window heading in put the appropriate HTML Color Name for each element you wish to change.

Proactive Invitation

Invitation Setup

The wizard provides you with a gallery of proactive invite choices, but should you wish to use your own image, follow these steps:

Step 1: Access the Advanced Set-Up Options page from the My Account section

Step 2: In the Advanced settings area, under the Proactive Invitations heading ,input the complete URL of the image you want to use.

Hours of Availability

Weekdays & Weekends

You must instruct BoldCall Express on the hours in which you are available to accept calls. These settings will determine when your ‘available’ and ‘unavailable’ buttons are displayed on your website. By default, the wizard assumes you will want different hours of availability during the work week and the weekends.

To set your workday hours of availability, follow these steps:

Step 1: Access the phone set up screen in the BoldCall Express Wizard. You do this by logging into your account from the www.boldcall.com website using your username and password.

Step 2: Under the weekday heading, ensure that the “Enable These Hours” box is checked.

Step 3: Ensure that a checkmark appears in each weekday, but that Saturday and Sunday are blank.

Step 4: Ensure that your local time zone is properly selected at the top and then input the hours for which you want to take calls. Military time is utilized.

Follow this same procedure under the Weekend heading to set weekend hours. If you don’t wish to be available at all during weekend hours, ensure that there is no check in the “Enable These Hours” box under the Weekend heading.

Additional Advanced Settings

The Advanced Settings area of the My Account section of www.boldcall.com includes the ability to make changes to your call buttons and call window. These are covered in the Customizations section of the user guide. Additional options available are covered here.

Call Window Fields – Required vs. Non Required

To include or exclude and to make required or not required the Name and Email fields in your call window, follow these steps:

Step 1: Access the Advanced Set-Up Options page from the My Account section

Step 2: Under the Call Window heading and under the Pre-Call Form Fields sub-heading, you can select the appropriate radio button for both the “Name” and “Email” fields.

Country Blocking

The set-up wizard includes a small list of the most commonly used countries, but for a complete list of countries from which you can allow or prevent calls from being initiated, follow these steps:

Step 1: Access the Advanced Set-Up Options page from the My Account section

Step 2: Under the Allow/Exclude heading, use the controls to move countries back and forth from one list to another.

Reports

Report Type Descriptions

BoldCall Express offers you three different reports:

- The Call Summary by Date Report: A quick summary of all calls coming in from your site.

- The Call Launch URL Summary Report: What pages on your website, specifically, generated calls, and where they came from.

- The Call Notes Summary Report: During a call you can use the BoldCall Express desktop client application to take notes about the prospect or customer you’re talking to. This report shows you all calls for which notes were taken.

Scheduling Reports

The schedule the regular delivery of one or more reports to an email address, follow these steps

Step 1: Access the Reporting Area from the My Account section of www.boldcall.com

Step 2: Select how often you want the report to be delivered – daily, weekly, or monthly.

Step 3: Input the email address to which you want the report delivered.

Step 4: Hit the Schedule button. The button will change to “Unschedule” confirming that you have successfully scheduled the report.

Running Reports On Demand

To run a report immediately, follow these steps

Step 1: Access the Reporting Area from the My Account section of www.boldcall.com

Step 2: Select the reporting range for the report you want – daily, weekly, monthly

Step 3: Hit the Execute button.

Step 4: Hit the Refresh button.

Step 5: A link to your report will appear under the Recent Reports list. Hit the link to view a PDF of the report.

BoldCall Express Desktop Client

Downloading and Installing

The set-up wizard includes a step which helps you to download and install the client. If you skipped that step, follow these instructions to download and install:

Step 1: Access the My Account section of www.boldcall.com

Step 2: Either launch the wizard and page through until you reach the client step or, go directly to that step by clicking the link.

Step 3: Download the client application to your computer – remembering its location. Double click the file and follow the instructions to install it.

Client States

The BoldCall Express client, once started, can be in one of three states:

Client Options and Their Functions

Each of the functions described in the table above are discussed below.

- Set Me To Be Away: Keeps the user logged in, but changes their status to “Away”. Product functions as described in the table above under “logged in as away”.

- Recent Calls: This allows the user access to a list of their most recent calls. If the user logs out, the list clears itself and only repopulates calls for the same day when they re-login. If the user remains logged in, the list will hold calls beyond a single day.

- My Account: This option will take the user to the login page of the BoldCall website.

- Help: This option launches this user guide.

- Alerts: The user can toggle three types of alerts:

a. Automatically Show Call Data – pops up when a call comes in

b. Play Sound for New Calls – makes a ringing noise when a call comes in

c. Flash Icon Until Call Data Shown – System tray icon will flash until double-clicked to show the call data

- Preferences: The user can access three preference settings:

a. Remember Username/Password – Toggle on or off

b. Network Settings – In case you need to turn on a proxy to access the Internet or turn on SSL encryption.

c. Startup on Windows Startup – Starts the BoldCall express client when Windows boots.

- Exit: Closes the BoldCall Express client – BUT DOESN’T CHANGE THEIR STATUS. Note: When you exit the client, it maintains the status you were in when you exited. If you have enabled hours of availability, they will ultimately control when you are available for calls, but because you can manually override those settings from the client, users should be aware of this fact.

Call Details

The Call Details screen appears when a new call comes in (assuming that alert is properly set – see above). The information on the call details screen provides you information about the caller: