ClickPoint

Sam Sanchez

Gabriel Buck

Articles relating to purchasing and assigning phone numbers, configuring call tracking, and Text SMS

RingResponse Communications IVR, Dialer, Text SMS

RingResponse Demo Video

Learn the basic functionality of RingResponse in a demo video

RingResponse Demo Short

Only pay for what you need by adjusting your RingResponse features

Enable and Disable RingResponse Features

Everything you need to know to get started with RingResponse

Getting Started Checklist

Navigate the RingResponse numbers purchase screens including buying toll free or local numbers

Navigation of Manage Numbers Screen

How to turn RingResponse on to start using inbound IVR and outbound dialing solution

Enabling RingResponse

Purchase phone numbers to be used for inbound call tracking, outbound dialing, local presence, and voice mail drops

How to Purchase a Local or Toll Free Phone Number

Configure phone numbers within RingResponse for the purpose of warm transferring your calls

Configure External Numbers for Warm Transfer

Getting Started

Configure My Account so a salesperson or user can use RingResponse to more efficiently receive inbound calls and make outbound dials

RingResponse Navigation - Individual User Setup

Access call transfers, pause your call recording, voicemail drops, and more with the Live Call panel.

Accessing the Live Call Panel

Pull, Power Dial or Click to Dial a lead using local presence to increase your contact rate

Making an Outbound Call

Receive an inbound call, use screen pops, to quickly work your leads and close more deals.

Receiving an Inbound Call

Using RingResponse, easily place your active calls on hold.

Placing an active call on hold

Input IVR selections or access direct extensions using the dial pad

Accessing the Dial Pad

While on a call, pause call recordings at any time

Pause Call Recordings

Use your recorded voicemails at the end of a call to efficiently move between leads.

Using Voicemail Drops

Efficiently move from lead to lead by creating or uploading recorded voicemails which can be used at the end of a call.

Manage Your Voicemail Drop Library

Quickly transfer calls to other users or into other call flows

Transferring Calls

Quickly access your call history to view outbound calls made, inbound calls received as well as those you have missed.

Using the Call  History Panel

Increase your opportunities to connect and close more deals by sending Text SMS Messages to your leads through ClickPoint with RingResponse

Sending Text SMS Messages

As a manager, train your sales team by monitoring, provide call coaching and when the need arises, take over a call!

Monitoring, Coaching, and Barging Calls

Troubleshooting Audio Issues

User Navigation

Quickly build call flows so that you can accurately route inbound calls to your sales teams across your organization

Introduction to the Call Flow Builder

This general call flow will meet most of your inside sales needs.

General Purpose Call Flow

Use call recordings to revisit conversations you had with your leads

Enable Inbound Call Recordings

Enable Browser notifications or Ring Through notifications to alert your sales teams of an incoming call.

Call Notification Options

Purchase a phone number and use it for inbound call tracking.  Track inbound calls from online or offline marketing and route instantly

How to Configure a Number for Inbound Call Tracking

Groups can be part of a call flow and reside within a calling queue.  This allows for call routing like shotgun to specific users in a group

Create a User Group for Inbound Call Routing

Call flows are used to get inbound calls to the right team, ensuring each call has a great customer experience and is matched quickly

Inbound Call Routing - Manage Call Flows

Setup a call flow to manage call backs from your outbound numbers so that a member of your sales team always answers.

Managing Call Backs

With criteria like state, zip code, area code, and more you can route all of your calls to the right team, queue, or salesperson

Inbound Call Routing - Using Criteria for Call Routing

Use gather to capture inbound caller insights that can be used to intelligently route calls to teams, queues, salespeople

Inbound Call Routing - Gather Caller Details

Enter a call node which allows you to logically terminate a call at a specific part of a call flow.

Inbound Call Routing - Terminate Calls

Use an IVR Menu when you want to deliver a message and await for key presses for the purposes of routing a call.

Inbound Call Routing - Routing using an IVR Menu

Play a message to a lead when they move through a call flow.

Inbound Call Routing - Play a Recording to Callers

Create queues which can be used to route calls to the appropriate agents.

Inbound Call Routing - Create a Queue

Allow a caller to record a message which is then tagged to a lead

Inbound Call Routing - Record Message

How to initiate lead creation on inbound call using the RingResponse IVR call flow

Inbound Call Routing - Create a Lead from Call

Build and route calls which allow pull leads from the Holding Bin. Great feature to use for Direct Mail pieces.

Inbound Call Routing - Searching the Holding Bin

Redirect a call to either an external phone number or to another call flow.

Inbound Call Routing - Redirect a Call

Inbound IVR - Call Routing

Segment your outbound and SMS RingResponse numbers by teams or users within a team.

Outbound and SMS Phone Number Ownership

Enable Outbound Call Recordings

Configure your numbers for local presence and regional dialing to increase your contact rate to win more deals.

Configure a Number for Outbound Dialing

Outbound Dialing with Local Presence

Update SMS user notifications to suppress opt-out requests

Filtering SMS Opt-Outs from Notifications

SMS for ClickPoint Mobile

Configure a phone number for the purposes of sending a Text Message

Configure a Phone Number for SMS Text Messages

To help you remain compliant, we automatically send a configurable Opt-In template. Before any SMS Text is sent, a lead must opt-in.

Compliance - SMS Text Opt-In and Opt-Out

Disable SMS Text Opt-In functionality if your organization already captures opt-in consent via your lead providers.

Compliance - How to Disable Text SMS Opt-in

Draft Text Message Templates to quickly engage and connect with your leads.

Text SMS Templates

Use your sales workflow to send timely messages to your leads following the outcome of a call

Configure an Action to send an Text SMS Template

Increase your contact rate by automatically sending Text SMS templates to newly created leads.