3CX Click-To-Call User Guide

1.Introduction

Any business can get more successful with happy and returning customers only when you implement good business ideas and follow great marketing plans. For this, you need to look for an easier way to connect with your customers to satisfy them with your services. 3CX Click-to-Call is a web-based communication that allows your website customers to enter their phone number and click on a button to initiate an immediate phone connection with your service. It is not only a free call for the customer, but is also a super easy way to request for a call. You can set the extension of your choice based on your requirement. With this feature on your website, you can expect better conversion rates, higher average orders and increased sales.

1.1. What is 3CX Click-To-Call?
3CX Click-to-Call is a 3CX/ PBX plugin enables your customers to enter their phone number and immediately receive a phone call from your customer service Department. For instance, if the web component is on the “support” page of the website, the call goes to the technical support queue, and if the web component is on the “Contact Us” page, the call goes to the sales queue. 3CX Click-To-Call can be integrated into your existing ASP.Net website. It requires only a few lines of code. Since 3CX Click-To-Call runs as a web service, you can run 3CX Click-To-Call from any server. Even if your website is hosted remotely, or is not running on windows (Apache and PHP for example) you can still use Click-To-Call by using an iframe. The web component occupies a small area of your screen and appears as shown below:


Figure 1: 3CX Click-To-Call by VoipTools

1.2. Why 3CX Click-To-Call?

1. Free calls for the customer.

2. Call request made super easy.

3. The extension can be of your choice to meet your requirement.

1.3. How to use 3CX Click-To-Call?
3CX Click-To-Call is a onetime installation process. Once you install it, the product will cause the phone system to call the number that the customer had entered in the Call text bar and diverts the call to the appropriate queue by making use of the extension set for that queue.

2.Prerequisites

Before installing 3CX Click-To-Call, you need to ensure that your computer meets the minimum requirements mentioned below:

1. Windows 10 and above / Windows Server 2012 and above (64 Bit)

2. Internet Information Server (IIS) 7+

3. ASP.Net 4.0 (C# or VB) or above

4. Basic knowledge of web programming and IIS configuration

5. 3CX Commercial License V15.5

  • When installing SQL Server, we recommend you install it in “Mixed Mode” to include SQL Authentication, and install SQL Management Studio
  • When installing IIS, be sure to install Basic Authentication, .Net Extensibility, and ASP.Net 4.X

3.Installation


Download software

You can order 3CX Click-To-Call on-line at http://www.voiptools.com.  Your order confirmation email will include your license key and a link to download the software.

 


Install Prerequisites

There are a number of prerequisites that must be installed prior to installing 3CX Click-To-Call. These prerequisites include Microsoft Internet Information Server (IIS).

 


Install 3CX Click-To-Call

This User Guide contains step-by-step instructions to successfully install 3CX Click-To-Call.  Begin by extracting the installer from the downloaded zip file (Step 1 above), then run the setup program named 3CXClickToCall.exe


Register your License Key

You must register your license key to activate 3CX Click-To-Call. Your license key is included in your order confirmation email, and can also be found in your order history on our website.

3.1.Step by step Installation Procedure

The following section guides you through a detailed walk-through of the installation process.

Step 1: Download 3CX Click-To-Call
You can check for the software download link included in your order confirmation email. As an alternative, you can also find the link from your order history on our website.

Step 2: Extract the installer from the downloaded .zip file
The file you downloaded in the above step is a compressed .zip file.

1. Position the mouse on the zip file and right-click.

2. From the popup menu, select Extract All to extract the software.

Step 3: Start the installation process

1. From the extracted folder, find the file 3CXClickToCall.exe.

2. Double-click the file to start the VoIPTools Setup Wizard.

3. Click Next to continue.


Figure 2: VoIPTools 3CX Click-To-Call Setup Wizard

Step 4: Download the VoIPTools 3CX Relay (if required)
3CX permits one 3rd party application to communicate with the 3CX server at a time. To overcome this limitation, VoIPTools created the 3CX Relay Service. The Relay is a lightweight application that is installed directly on the 3CX server. The Relay exposes the 3CX Call Control API (and other VoIPTools services) to all our applications, and manages requests and events between by VoIPTools products and 3CX. The Relay also makes it possible to install our VoIPTools products on a remote server (including over the internet).

1. If you have not previously installed the Relay on your 3CX Server, you can download the Relay installer by clicking on the Download Relay button. The Relay must be installed directly on the 3CX server.

2. If you are installing 3CX Click-To-Call directly on the 3CX server, you can install the Relay simply by clicking the Install/ Upgrade Relay button and following the Relay install instructions.

If you have already installed the Relay, you need not install it again unless a newer version is required.

Step 5: Test the VoIPTools Relay Settings

1. In the Relay Type drop down, select Legacy Relay for old Relay or New Relay for new Relay based on the 3CX version of your application.


Figure 3: Test VoIPTools 3CX Relay settings


If you choose ‘Relay Type’ as ‘Legacy Relay’ then ‘3CX Click-To-Call’ will communicate with old Relay Service, and if you choose ‘New Relay’ then it will communicate with new Relay Service.

2. In the Relay Services Host field, enter “localhost” if installing ‘3CX Click-To-Call’ on the 3CX server. If 3CX resides on a different server, enter the IP address or FQDN of the 3CX server.

3. In the Relay Services Port field, enter the value as 8700 for Legacy Relayor 8800 for New Relay.


Figure 4: Relay Services Port


The ‘3CX Click-To-Call’ will take default port as 8700 for ‘Legacy Relay’ and 8800 for ‘New Relay’. If the default port number doesn’t appear automatically, you can manually enter the respective default port number.

4. Click Test Relay Settings to confirm ‘3CX Click-To-Call’ can communicate with the Relay services running on the 3CX server.

5. If the ‘3CX Click-To-Call’ is successfully able to communicate with the Relay services that run on the 3CX server, a Success message box appears. Click OK.


Figure 5: Success message box

6. Click Next to continue the installation.

Step 6: Run the application
Once the installation is complete, click Run Application

Figure 6: Run Application
Step 7: Register Software

1. Enter registration information and click Register

Figure 7: License

2. In the confirmation message box, click OK.

Figure 8: Confirmation message box
3. In the Instructions tab, you can enter the extension that will receive the sample website call.

4. Press Sample Site button to access the sample site.

Figure 9: 3CX Click-To-Call Instructions
5. Once you install the software and configure it with the website, you will see the web component as shown below. Enter your phone number and click Call to get a call back from the customer support.

Figure 10: 3CX Click-To-Call web component

4.Support

Visit our website to access our on-line manuals and receive quick answers to most of your questions. Otherwise, you can contact us by phone, email, live chat and on the VoIPTools forums.

• Support Hours (USA and India)

Our team is ready to assist you with answers to your technical questions, during normal business hours, which is Monday through Friday, 8:00 AM to 6:00 PM (Central Standard Time), and 8:00 AM to 12:00 AM (Indian Standard Time).

• Windows Event Log (Applications and Services ? VoIPTools)

The Windows Event Log lists various errors, information messages and warnings related to all our VoIPTools applications and services. The data here can be used for troubleshooting various application errors.

• Forums

Our forum is intended for VoIPTools customers to collaborate on real-life challenges, solutions and best practices. You can participate on our forum at: https://www.voiptools.com/community/

• Submit a Bug

If you suspect a bug in any of our VoIPTools products, you can bring it to our notice by reporting your issue at: https://www.voiptools.com/report-a-bug/

• Live Chat

Our chat support team is ready to acknowledge your queries in real-time. You can start a live chat with us by simply clicking on the Live Chat button at the lower right corner of our web page.

• Email

You can email us at: support@voiptools.com. Be sure to describe your issue in detail. We’ll get back to you within one business day of receiving your request.

• Phone

You can call us at +1 801-642-4655 to reach a representative. VoIPTools will accept calls at this number from 8:00 AM to 6:00 PM (Central Standard Time).

• Support Services

Free Support:

If you purchased our products through a VoIPTools Partner, your Partner will provide first level support. Partners have access to 100% free technical support, provided they participate actively in the troubleshooting process.

VoIPTools customers have access to our on-line manuals and we will respond to emails (next business day) and live chat, but we will not login to your servers remotely.

Paid Support:

If you purchase “Installation Support’ our support team can login to your servers and install and configure all our tools for you. This includes installing SQL Server Express and Internet Information Server if required. Our team will work with you to configure our applications to best meet your needs.

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Get the Best Solution for your Business

Whether through one of our commercial products, or a custom solution built to meet your specific needs, we can help you get the most out of your 3CX investment. Call us today!

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