8x8 Click2Pop User Guide
Getting Started with Click2Pop
April 2014
Contents
Introduction . . . . 3
What’s new . . . . 3
8x8 Click2Pop . . . . 3
Here is how Click2Pop works . . . . 4
8x8 Click2Connect . . . . 4
Requirements . . . . 4
Installation on Microsoft Windows . . . . 5
Start the application on Microsoft Windows . . . . 8
Installation on Mac OS 10 .6 .x or higher . . . .10
Start the application on Mac . . . .12
Using 8x8 Click2Connect . . . .14
Using 8x8Click2Pop . . . .14
Create your own custom screen-pop searches . . . .16
Questions or assistance . . . .17
Introduction
8x8 Click2Pop is one application with two important functions: Click2Pop to search online for matches to Caller ID names and/or numbers and Click2Connect for outbound calling .
What’s new
• Added SugarCRM support as predefined integration option
• Added Zoho CRM support as predefined integration option
8x8 Click2Pop
8x8 Click2Pop enables a website search of the inbound Caller ID number or Caller ID name when calls are received . We have included 16 predefined integrations/searches for your convenience:
• LinkedIn (search by Caller ID name)
• Facebook (search by Caller ID name)
• Gmail Contacts (search by Caller ID name)
• Gmail Contacts (search by Caller ID number)
• Google Search (search by Caller ID name)
• Google Search (search by Caller ID number)
• Bing (search by Caller ID name)
• Bing (search by Caller ID number)
• Yahoo! (search by Caller ID name)
• Yahoo! (search by Caller ID number)
• Ask .com (search by Caller ID name)
• Ask .com (search by Caller ID number)
• Reverse Phone Number Lookup
• Zoho CRM (Search by Caller ID number)
• Zoho CRM (Search by Caller ID name)
• SugarCRM (Search by Caller ID)
Pick your preferred search URL from the drop-down list or add a different search URL of your choosing by selecting Custom .
Here is how Click2Pop works
• Inbound calls to your 8x8 extension are received as normal and your telephone rings .
• Simultaneously, the inbound Caller ID phone number or name is being searched by your selected website or CRM .
• If a match is found, the contact with the matching telephone number or name pops up in your web browser .
• Even if your browser is closed, Click2Pop will open in a new browser window .
8x8 Click2Connect
8x8 Click2Connect is an easy way to make calls from 8x8 Virtual Office by clicking from your browser . Go from browsing the web to making a call in one easy click . Once you install 8x8 Click2Connect, telephone numbers are highlighted with a green phone icon . Click the icon and your call is connected . Click2Connect recognizes the following telephone number formats: 408-555-1212 or (408) 555-1212 .
Requirements
Apple Mac:
Apple MAC OS X 10 .6x or higher
MAC Browsers:
Safari Version 6 .0 .5 Firefox 22 .0
Chrome Version 27 .0 .1453 .116
Microsoft Windows:
Windows XP, Vista and Windows 7 and 8 .x
Windows Browsers:
Explorer version 6 .0 through 10 .x Firefox version 3 .0 and higher Chrome version 20 .x and higher
Opera is not supported .
Note: The person installing the plug-in must have administrator rights to the PC .
Installation on Microsoft Windows
Step 1
Download the 8x8 Click2Pop installer from http://www .8x8 .com/Support/BusinessSupport/PluginsandAPIs .aspx . The Windows MSI file is automatically downloaded . Locate the file and double-click on it to initiate the install .
Note: Click2Pop and Click2Connect are the same client application and share the same file name .
Step 2
A Windows Unknown Publisher warning will pop up . Press the Run option .
Note: The installer will now create a shortcut in Start Menu > Programs > Startup . 8x8 Click2Pop will start whenever the user logs in to Windows . If the user does not want this behavior, they can delete the shortcut from the Start Menu > Programs > Startup folder .
Step 3
Follow the 8x8 Click2Pop Setup Wizard .
Step 4
Select and click Install Now .
Step 5
You will see a message indicating that 8x8 Click2Pop has been successfully installed .
Step 6
Restart your computer .
Start the application on Microsoft Windows
1 . Locate and double click on the 8x8 Click2Pop shortcut on your desktop to launch the application .
Another option is to select 8x8 Click2Pop from the Windows Start menu .
2 . You will be prompted to install an extension for Mozilla Firefox browser and an extension for Chrome browser if these browsers are installed on your PC . Click on Yes to install; this will allow you to use Click2Connect from these browsers .
Enter your 8x8 Virtual Office username and password to log In .
3 . When login is completed, a notification is sent from Windows saying you are ready to handle calls .
4 . The web page plugin runs in the background and restarts when your computer is restarted . You can verify the plugin is running by looking in the Microsoft Windows system tray in the bottom right corner of the computer desktop .
Installation on Mac OS 10.6.x or higher
Step 1
Download the 8x8 Click2Pop installer from http://www .8x8 .com/Support/BusinessSupport/PluginsandAPIs .aspx . Locate the file and initiate the install .
Note: Click2Pop and Click2Connect are the same client application and share the same file name .
Step 2
Follow the on-screen instructions for installation .
Step 3
Enter your administrator credentials to authorize the installation .
Step 4
Click Close to complete the installation .
Start the application on Mac
1 . Use Launch Pad to start the application .
Once started, the application icon appears in the menu bar at the top of the desktop .
2 . The application will prompt you to allow access to your contacts .
To enable Click2Connect from your browser for one-click outbound dialing, click on Yes to continue .
Select and install the corresponding Click2Pop browser extensions
3 . Enter your 8x8 username and password . Select Remember Password and Launch on startup if preferred . Press the Login button to continue .
Using 8x8 Click2Connect
Once you install 8x8 Click2Connect, phone numbers on your web pages are automatically highlighted with a green phone handset icon . Simply click on the telephone icon and your 8x8 desktop phone or softphone will ring . Answer the 8x8 phone and your call will connect .
Using 8x8Click2Pop
1 . Configure Click2Pop by right-clicking on the application in the Microsoft Windows system tray and selecting Configure . On the Mac, click on the application located on the menu bar and select Configure .
2 . Select a website for your inbound call search . Your selection is active immediately; there is no need to Save .
3 . Now enable automatic lookup and browser pop by checking the box next to Automatically open the web page .
4 . Choose which action will trigger the browser pop: when receiving a call or when answering a call from the drop down list .
5 . Select the checkbox to Display a desktop alert when I receive a call .
6 . Manually close the dialog box by clicking the X in the upper right corner .
Closing the dialog box keeps Click2Pop running in the background and you can see Click2Pop in your Microsoft Windows system tray . Mouse over the 8x8 icon to see your current status .
7 . Place a test call to your 8x8 Virtual Office telephone number from another phone . If you checked Display a desktop alert when I receive a call, you will see the desktop alert in addition to the web page pop from the selected web page .
Create your own custom screen-pop searches
Click2Pop allows you to create your own custom screen-pop search within the listed websites or with a custom URL .
1 . Select the Customize option to create your search . The URL and variables are now exposed for you to modify as needed .
2 . You can also build your own search by selecting Custom and checking the Customize box . Enter your desired URL as your starting point . Your custom URL will remain active in Click2Pop until you decide to change it . We recommend you save the custom URL and variable in a safe place for future reference .
3 . Please note that your custom search will remain even if you should revert to a predefined URL . The custom search will be cleared only if you modify it with a new URL .
Questions or assistance
Additional resources are available online at: http://www .8x8 .com/Support/BusinessSupport/Documentation .aspx or call 8x8 Customer Service at 1 .888 .898 .8733
