USER GUIDE Click2Pop

8x8 Click2Pop User Guide

Getting Started with Click2PopApril 2014

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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

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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 .

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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 .

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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 .

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Step 3

Follow the 8x8 Click2Pop Setup Wizard .

Step 4

Select and click Install Now .

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Step 5

You will see a message indicating that 8x8 Click2Pop has been successfully installed .

Step 6

Restart your computer .

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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 .

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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 .

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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 .

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Step 3

Enter your administrator credentials to authorize the installation .

Step 4

Click Close to complete the installation .

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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 .

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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 .

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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 .

Note: For best results using Click2Pop with Gmail contacts, open Google Chrome or the Firefox browser and select that browser as the default .

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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 .

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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 .

USER GUIDEClick2Pop

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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