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.
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.
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 such as Myphoner Voice and Twilio.
Click to Call: 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 lead's number. You'll complete the call using your default calling app.
Depending on which solution you choose, you'll set up Myphoner differently. 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.
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 disposition change is an account-wide change, while for each list, the categories can be changed.
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, 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 with 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.