Hi There
Welcome to Myphoner, we're excited to have you on board!
Our aim in this article is to get you onboarded quickly so you can start calling today.
First, how a new account gets set up. After that, there are 4 main components to Myphoner. We'll provide an overview of each section & link to important articles to help you understand each tool & feature.
Working solo? You are both the manager and the agent. You can skip the User Setup section below -- your account is ready to go. Jump straight to uploading your leads.
Signing up and the setup wizard
Signing up
Enter your work email address. We email you a six-digit code. Enter it within 15 minutes to confirm the address. Each code allows 5 tries, you can ask for a new code after 30 seconds, and we send at most five codes to an address in 24 hours. To skip the code, sign up with Google or Microsoft instead.
Enter your name and your company name, and choose the address you and your team will sign in at. Myphoner creates your account there.
Free email providers such as Gmail and Yahoo aren't accepted. See Why can't I sign up with a free email address?
The setup wizard
The wizard has 7 steps, and the progress bar at the top shows "Step N of 7". Your account is ready as soon as you sign up, so you can leave later steps unfinished and come back to them from Your setup (below).
Your account: the sign-up above.
About your team: optional. Tell us how many people will use Myphoner, your industry and what you want Myphoner to help with. Your first answer sets the number of seats on your trial.
Dialing: choose how you call: Myphoner Voice with a phone number, mobile phones, Twilio, or another softphone. Ordering a phone number may need documents and a payment, and the payment can wait until later.
Leads: start from a template list, import a file (CSV or Excel), or connect HubSpot or Pipedrive. HubSpot and Pipedrive depend on your plan.
Defaults: review the outcome names and categories, your calling hours and your time zone. We fill these in for you, so you can accept them as they are and change them later.
Invite your team: appears when your account has a free seat, so it follows the team size you gave in step 2. You can skip it and invite people later.
Password: set a password, or keep signing in with a code we email you. This step doesn't appear if you signed up with Google or Microsoft.
Your setup
Your setup is a checklist page that shows where each step stands (Dialing, Phone number if you use Myphoner Voice, Leads, Defaults, Invite your team and Password) with an action next to it, such as "Add leads" or "Change". Email, CRM and Clients are listed below under "Optional". They don't count toward "N of M done", so you can leave them for when you need them. Click "Go to Myphoner" to start working in the app.
Until the steps are done, the classic home page shows "Finish setting up Myphoner" with a link back to Your setup. Your setup belongs to the account owner. Other admins see how far the owner has come.
People you invite choose how they'll call the first time they sign in. See New Agent? Start Here.
Main Components
Telephony
Campaigns (Lists)
Workflow
User Setup
Telephony
Depending on the plan you signed up for you have a few different options:
Myphoner Dialer : The dialer includes options as Myphoner Voice and Twilio.
Click to Cal l: Use your own softphone to make calls, Myphoner will send the number to your default softphone which you'll use to make calls.
Mobile App : Myphoner will send a notification to the app to call the leads number, you'll complete the call using your default calling app.
Depending on which solution you choose you'll setup Myphoner up differently. The Dialing step of the setup wizard walks you through the choice, and you can change it later in Settings. See our articles on each option below:
Campaigns
At Myphoner we call campaigns lists, but they are essentially one and the same. A place where leads reside in order for agents to work on them. Setting up lists is rather simple, however, there are a few aspects to keep in mind:
Upload Leads
List Settings
Dispositions & categories
Segments
Email Templates
Upload Leads
In Myphoner the most popular way to upload a list of leads when getting started is via a CSV or excel file. Secondly, you can use our API or Zapier to send leads automatically into lists within Myphoner. The Leads step of the setup wizard offers the file upload (with column matching), a template list, and a HubSpot or Pipedrive connection.
For a detailed overview of how to upload your first list click here.
List Settings & Deduplication Options
Once your list is uploaded you'll need to make sure you have the right settings selected to ensure the agents are working in the best way possible. This includes:
Standard list settings such as prepend phone & call centre tools.
Queue settings: decide how best to prioritize the queue within the list.
Deduplication detection settings: deciding what a duplicate means to you.
See articles below:
Dispositions & Categories
You are able to change the dispositions (the buttons agents use to categorize call outcomes) within Myphoner as well as the specific list categories. The dispositions change is an account-wide change while for each list the categories can be changed.
The default names depend on the account. Older accounts use Winner, Loser and Call back. Accounts created through the setup wizard start with Won, Lost and Follow up, and either set can be renamed.
You can create integration or API based triggers based on these buttons within your workflow.
Segments
Segments are subsets of leads in a list, defined by adding conditions for what criteria a lead must fulfil in order to be part of the segment. For example that it must have a specific time zone or its zipcode must be within a certain range.
You can use Dispositions and fields to create segments, for detailed information go here.
Email Templates
You're able to set up email templates for each list, this means that agents can quickly send emails with a click of a button. By using merge tags you can create personalized emails using field information. For detailed information click here.
Workflow
These settings make changes for the entire account such as:
Allowing agents to search all leads.
Deciding on disposition names
Deciding when auto claiming should be enabled & rules for it.
User Setup
Once you've got your calling figured out and set up a list you're ready to add agents to start making calls. There are a few aspects to understand when doing so:
Add a seat & the user
Optional: configure the user's caller id and email address.
Add a Seat & User
Before adding a user you'll need to add seats. The number of seats will equal the number of users you want to add.
Once the seat has been added you'll add users and provide them specific user roles.
Optional Configurations
Once the user is created you are able to configure their account as much as needed. We've created an in-depth article on user configuration that will take you through the sections that are important to you.