Direct Merchant Setup Checklist
Thank your for adding ContactAtOnce! to your website. ContactAtOnce! is designed to operate with default settings whenever possible such that minimal to no configuration is required. However, to optimize the value received we suggest the following:
| Area | Step | Benefit |
| Website Integration | Ensure your webmaster adds the ContactAtOnce! integration tags to your website. ContactAtOnce! will not work on your website until your webmaster completes this activity . An email was automatically sent with the integration instructions to the technical contact specified when you enrolled in the service. See recommended placement matrix for suggested placements | Get ContactAtOnce! leads from your website! |
| DropIn Configuration | Change the dropin configuration to meet your needs. Review configuration options at http://www.contactatonce.com/support/interventiondropinconfiguration. Send email with your configuration change requests and they will be processed same business day | Better response rates |
| Sales Agent Definition | Define multiple sales agents to respond to customer leads. To define additional agents: 1. Login to https://portal.contactatonce.com. 2. Go to Provisioning > Provision Agent | Greater lead stimulation Higher connection rate with prospects |
| Sales Agent IM Installation | Each individual sales agent must install an IM client software on their computer. Each sales agent defined (in prior step) will receive a personalized email with a setup link. That setup link will guide the individual sales reps through the installation process. | Many sales agents can use ContactAtOnce!. "No hassle installation" |
| Click-to-Call | Define a "forward to" number for the click to call standalone. To set the click-to-call target number: 1. Login to https://portal.contactatonce.com. 2. Go to Settings > Contact Settings 3. Specify a number in the Click-to-Call field. 4. Save | Click-to-call can call your designated number. |
| SMS Alerts | Define a cell phone to receive SMS alerts if an IM lead is missed. To set SMS alerts: 1. Login to https://portal.contactatonce.com. 2. Go to Settings > Contact Settings 3. Specify a number in the SMS Notification Number field. 4. Save | Instantly respond to customers if you miss an IM lead. |
| VoIP & Video | Ensure your sales agents have appropriately equipped computers. A webcam and audio equipment (headset recommended) are required for full functionality of the VoIP and Live Video options. | Quicker conversion of IM leads into buying customers. The ContactAtOnce! IM lead is a phone call. |
| Presence Icon Selection | Select icons that will work most effectively with your site design. To set presence icons: 1. Login to https://portal.contactatonce.com. 2. Go to Settings > Manage Placements 3. Click "Edit" next to the placement corresponding with the presence icon you wish to change. 4. Click "Choose Icon" to select a different icon 6. Save | Better response rates. ContactAtOnce! provides an extensive library of selectable icons. |
| Placement Configuration | Define, as desired, additional placements to tracked web site activity based on different portions of your website. 1. Login to https://portal.contactatonce.com. 2. Go to Settings > Manage Placements 3. Specify the placement number that you wish to add. 4. Provide a name and description for the new placement. 5. Select he presence icons to be used (online/offline). 6. Save 7. Alert your webmaster to use the newly created Placement Id on your website. | Improved trackability of web site performance. |
Recommended Placement Matrix
Having worked with hundreds of individual websites, we have developed recommendations for placements of ContactAtOnce! components that will drive the highest response rate:
| Site Location | DropIn Business Card | IM Icons | Click-to-Call Icon |
| Home Page | √ | ||
| Search Results Pages | √ | ||
| Listing Details Pages | √ | √ | √ |
| Contact Us Page | √ | √ |
If you require assistance, at any point in this process, click on the “We’re In” button at the top left or call +1 (678) 648-6961.