Mail Box Integration

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english

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(
    [slug] => mail-box-integration
    [articleid] => 25
    [articlegroup] => 4
    [subject] => Mail Box Integration
    [description] => <p class="mb-2">Mailbox is a module feature where you can add each staff email smtp and imap settings seperately and allow them to access its own.</p>
<p class="mb-2">Navigate to Mailbox &gt;&gt; setting</p>
<p class="mb-2"></p>
<p class="mb-2"><img src="https://crm.podcator.com/media/articles/230702-205050.png" width="1873" height="703" alt=""></p>
    [active_article] => 1
    [active_group] => 1
    [group_name] => Lead manager
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)

1

Array
(
    [0] => Array
        (
            [articleid] => 23
            [articlegroup] => 4
            [subject] => Twilio Integration with Lead manager
            [description] => <p><b>Note:</b><span>&#160;</span>Before make a call kindly set your Geographic Permissions click<span>&#160;</span><a href="https://support.twilio.com/hc/en-us/articles/223180168-What-Are-Geographic-Permissions-and-Why-do-They-Exist-" target="_blank" rel="noreferrer noopener">here:</a></p>
<p class="card__body"></p>
<p class="mb-2">Install the lead mamanger module and activate from modules.</p>
<p class="mb-2">1- Open then N anzaCRM click into Setup</p>
<p class="mb-2">2- Setup--&gt; Settings--&gt; Lead manager--&gt; Twilio Voice call</p>
<p class="mb-2"><b>Enter below fields:</b></p>
<p class="mb-2"><b>1-</b>Account SID:</p>
<p class="mb-2"><b>2-</b>Auth Token:</p>
<p class="mb-2"><b>3-</b>Twilio Phone Number: There is no space allowed in phone number. Correct formate is- +1123456789</p>
<p class="mb-2"><b>4-</b>Twiml app SID:</p>
<p class="mb-2"></p>
<p class="mb-2"><strong>2nd Step</strong><br>Find details in Twilio account</p>
<p>Login the twilio account it will be redirect on dashboard page.</p>
<p>URL- https://www.twilio.com/console</p>
<p>1- Account SID</p>
<p>2- Auth Token</p>
<p><img src="https://zonvoir.com/lead_manager/Api's-document/img/twilio-auth.png" alt="twilio-auth.png"></p>
<p></p>
<div class="steper_cl"><strong>3rd Step</strong></div>
<p>Find the Twilio Phone Number.<br>URL- https://www.twilio.com/console/phone-numbers/incoming</p>
<p>Login the twilio account and click on Phone Numbers --&gt; Manage --&gt; Active Numbers</p>
<p><img src="https://zonvoir.com/lead_manager/Api's-document/img/twilio%20number.png" alt="twilio%20number.png"></p>
            [slug] => twilio-integration-with-lead-manager
            [active] => 1
            [datecreated] => 2023-07-02 18:35:08
            [article_order] => 0
            [staff_article] => 0
        )

    [1] => Array
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            [articleid] => 24
            [articlegroup] => 4
            [subject] => Whatsapp Integration
            [description] => <div class="steper_cl"><strong>1st Step</strong><br>In Twilio</div>
<div class="steper_cl"></div>
<div class="steper_cl">
<p class="card__body"><b>Note:</b><span>&#160;</span><i>There is no support available without having facebook business approved account for whatsapp features.</i></p>
<p class="card__body">Navigate to the Messaging &gt; Senders &gt; WhatsApp Senders section in the Twilio Console. Click the "Submit a WhatsApp Sender" button to create a new sender profile. If you already have a WhatsApp sender, the button will say "New WhatsApp Sender". Here you can create a new sender with your verified facebook business id.</p>
<p class="card__body"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204522.png" alt="new-sender.png" width="1351" height="610"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204516.png" alt="sender-link-to-facebook.png" width="1366" height="1288"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204508.png" alt="twilio-whatsapp-seder.png" width="1366" height="993"></p>
<p class="card__body"></p>
<p class="card__body"><img src="https://crm.podcator.com/media/articles/230702-204500.png" alt="sender-endpoint.png" width="1366" height="1738"></p>
<div class="steper_cl"></div>
<div class="steper_cl">
<div class="steper_cl"><strong>2nd Step</strong></div>
<div class="card__container"><span style="font-size:12pt;">Whatsapp Templates</span></div>
</div>
<p>Access the WhatsApp Message Templates page in Console by navigating to Messaging -&gt; Senders -&gt; WhatsApp Templates. Click the Submit a Message Template button. If you are not creating a template for the first time, you will see the New message template button. Click it to create additional templates. Read more about it click here.</p>
<p><img src="https://crm.podcator.com/media/articles/230702-204452.png" alt="twilio-whatsapp-temp.png" width="1366" height="762"></p>
<p></p>
<div class="steper_cl"><strong>3rd Step</strong></div>
<div class="card__container">
<h1 class="card__header">IN CRM</h1>
<p class="card__body">Integration of Lead Manager with whatsapp is easy if you have a verified bussiness account on Facebook and approved by whatsapp.</p>
<p class="mb-2">Staff contact (number provided by twilio) should be whatsapp enabled. To nevigate this action go to you staff profile and update `Is twilio number whatsapp enable` to "yes"</p>
<p class="mb-2"><img src="https://crm.podcator.com/media/articles/230702-204437.png" alt="whatsapp-enable.png" width="470" height="136"></p>
<p class="mb-2">Client/Lead contact (phone number) should be whatsapp enabled. To navigate this action go to you Client/Lead profile and update `is twilio number whatsapp enable` to "yes".</p>
<p class="mb-2"><img src="https://crm.podcator.com/media/articles/230702-204432.png" alt="whatsapp-enable.png" width="470" height="136"></p>
</div>
</div>
<div class="card__container"><b></b></div>
            [slug] => whatsapp-integration
            [active] => 1
            [datecreated] => 2023-07-02 18:42:47
            [article_order] => 0
            [staff_article] => 0
        )

    [2] => Array
        (
            [articleid] => 47
            [articlegroup] => 4
            [subject] => Adding filter on Leads
            [description] => <p>If you want to add another filter to Leads, you'll need to do so:</p>
<p>1. Go to "Setup' at the bottom right part of the settings panel.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Choose "Custom fields" option and inside press on "New custom field".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Custom%20Fields%20CRM.png" width="250" height="151" alt=""><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Button%20CRM.png" width="250" height="71" alt=""></p>
<p>3. Fill in the fields and press "Submit".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/New%20Custom%20Field%20Form%20CRM.png" width="600" height="539" alt=""><br>4. Go to "SI Lead Filters" on the settings panel and choose "Settings".&#160;</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/SI%20Lead%20Filters%20CRM.png" width="250" height="134" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/SI%20Lead%20Filters%20Settings%20CRM.png" width="250" height="161" alt=""></p>
<p>5. Type in the name of your new filter. And submit.&#160;</p>
<p></p>
<p>6. It will now appear in "Leads". You can find it by going to "Leads" in the settings panel.</p>
<p>If you ever decide to delete the particular filter, you've got to follow the same steps and re-submit it in "SI Lead Filters" in the "Settings". By resubmitting it, the filter will dissapear from the feed.&#160;</p>
            [slug] => adding-filter-on-leads
            [active] => 1
            [datecreated] => 2024-02-08 09:16:15
            [article_order] => 0
            [staff_article] => 0
        )

    [3] => Array
        (
            [articleid] => 69
            [articlegroup] => 4
            [subject] => Web to Lead (registration settings)
            [description] => <p><video width="359" height="231" style="display:block;margin-left:auto;margin-right:auto;" controls><source src="https://crm.podcator.com/media/public/Knowledge%20Base/Videos/Web%20To%20Lead%20Registration%20Settings%20Final%20Compressed.mp4" type="video/mp4"></video></p>
<p>1. <span>Go to "Setup" at the bottom of the settings list.</span></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20CRM.png" width="250" height="146" alt=""></p>
<p>2. Choose "Leads" and press on "Web To Lead".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20CRM.png" width="250" height="147" alt=""></p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Main/Setup%20Leads%20Web%20To%20Lead%20CRM.png" width="250" height="244" alt=""></p>
<p>3. Press on new form to customize your form or on the default "Registration".</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20New%20Form%20Button%20CRM.png" width="250" height="51" alt=""></p>
<p></p>
<p style="text-align:center;"><span style="text-decoration:underline;"><strong><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Registration%20Button%20CRM.png" width="600" height="186" alt="">Form Builder</strong></span></p>
<p>1. Customize the fields by dragging the boxes into the form.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20Editor%20CRM.png" width="600" height="354" alt=""></p>
<p>2. Press "Save" button at the bottom of the page.</p>
<p><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20Builder%20Save%20Button%20CRM.png" width="250" height="131" alt=""></p>
<p style="text-align:center;"><span style="text-decoration:underline;"><strong>Form Information and Setup</strong></span></p>
<p style="text-align:left;">1. Go to "General". Fill in the information according to the requirements. The fields marked with red Asterix symbol (*) are required.&#160;</p>
<p style="text-align:left;">&#160;<img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20General%20CRM.png" width="600" height="407" alt=""></p>
<p style="text-align:left;">2. Go to "Branding". The fields marked with red Asterix symbol (*) are required.&#160;</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Branding%20CRM.png" width="600" height="189" alt=""></p>
<p style="text-align:left;">3. Go to "Submission". The fields marked with red Asterix symbol (*) are required.&#160;</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20%20Submission%20CRM.png" width="600" height="275" alt=""></p>
<p style="text-align:left;">4.&#160; Go to "Notification", choose a staff member if needed.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Form%20Notifications%20CRM.png" width="600" height="183" alt=""></p>
<p style="text-align:left;">5. Press "Submit" button at the bottom right side of the screen.</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Submit%20Button%20CRM.png" width="150" height="56" alt=""></p>
<p style="text-align:center;"><b><u>Integration Code</u></b></p>
<p style="text-align:left;">1. Go to "Integration Code".</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Integration%20Code%20CRM.png" width="600" height="362" alt=""></p>
<p style="text-align:left;">2. Insert your link in "INSERT LINK HERE" field.</p>
<p style="text-align:left;">As the result, the form on your cite will look like this.&#160;</p>
<p style="text-align:left;"><img src="https://crm.podcator.com/media/public/Knowledge%20Base/Genie%20Images/KB%20CRM%20Other/Web%20To%20Lead%20Integration%20Code%20Form%20CRM.png" width="600" height="493" alt=""></p>
            [slug] => web-to-lead-registration-settings
            [active] => 1
            [datecreated] => 2024-07-16 10:55:22
            [article_order] => 0
            [staff_article] => 0
        )

)

Mail Box Integration

1

1

1

1

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/**
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                        Mail Box Integration                    </h1>
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                        <p class="mb-2">Mailbox is a module feature where you can add each staff email smtp and imap settings seperately and allow them to access its own.</p>
<p class="mb-2">Navigate to Mailbox &gt;&gt; setting</p>
<p class="mb-2"></p>
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