Mailbox Power is a robust partner platform that allows our clients to send automated marketing materials directly to their clients’ physical mailbox as part of an Action Plan within ClientTether.

Using the Mailbox Power add-on as part of your action plans, you can now send personalized gifts such as:

• Cards
• Drinkware
• Food
• Pet Gifts
• Personalized Boxes
• Gift Cards
• etc.

as an action step within your action plans.

When setting up your account with Mailbox Power please make sure you select a package that gives you access to third party integrations.

1. Make sure you have an active Mailbox Power Account
   1. If you need to sign up click here
   2. If it asks for an invite code use: CT2020
2. Get your Mailbox Power API Key
   1. While you are logged in to Mailbox Power click on the settings Icon in the top right corner
   2. Then Click on the ClientTether Logo under the Integrations section
   3. Copy your API Key
      1. If no API Key appears please click the “Generate a new API Key” button
3. Log in to ClientTether and go to settings
4. Go to the Add-Ons Tab
5. Check the box next to Mailbox Power
6. Paste your API Key into the field Next to the Mailbox Power logo.

1. Go to Action Plans
2. Select the Action Plan to which you would like to add a Mailbox Power step.
3. Add a new Action Plan step
4. For Action Type select Mailbox Power
5. Give the action step a name
6. Select if you want a notification
7. Select the action timing (NOTE: These items usually take a business day or two to process and ship, and shipping can take a few business days as well. Keep this in mind as you plan how to use these steps in conjunction with texts and emails that deliver immediately when scheduled)
8. Select Mailbox Power Contact list which will activate the set campaign.
   1. Please make sure that in Mailbox Power you have assigned you contact group(s) to trigger the correct campaigns. Click here and watch “How to Manage Campaign Recipients” to learn how to assign contact groups to campaigns.
      • We have found it is most effective to name the contact group the same as the action plan it triggers.
   2. If you do not have any campaigns Click Here, and watch “Campaigns” to Learn How to build them
      1. FYI – Mailbox Power was formerly known as Banner Season and Rocket Notes
9. Click

If you lock a sales cycle it will only lock the sales cycle for the Accounts directly under you.

It will not lock the sales cycle for accounts that are sub accounts for other accounts in your system.

It will not lock the sales cycle for other accounts that are the same level as you.

If the ClubReady add-on is not available in the Add-Ons section in your account settings, please reach out to your Customer Success Manager. They will help you coordinate getting access to it.

Otherwise to turn on the Club Ready integration Add-On

1. Go to Add-On in Settings
2. Click Check Box next to Club Ready logo
3. Put in your API Key and Store ID from ClubReady

To move new prospect and client records from ClubReady to ClientTether, follow these steps.

1. Go to ClubReady Integration tab within ClientTether account settings
2. Select Prospect type (from ClubReady)
3. Match it to a Lead Source (Within ClientTether)
4. Click Add Mapping
5. Repeat as much as needed
6. Click Clone Mapping to SubAccounts if you want this passed down to SubAccounts
7. You can assign Prospect Types to Action Plans.
8. Click to Add Mapping
9. Repeat as much as needed.
10. Once those are set go to top of page to Import Now and click Go.
11. You can also see the date of your last import at the top of the page in the Last Import Date group.

To send information into ClubReady

1. Go to action plans.
2. Select plan that you would like to update ClubReady from ClientTether.
3. Add a step in the action plan called “ClubReady – New User Push”
4. Move any user or group of users into an action plan that contains this step, and it ClientTether will automatically push these records to ClubReady

The steps for creating a Type are:

1. Click the directly under Bid Type and to the right of “Add New Bid Type”
2. Enter the Type name
3. Select if you would like the room measurement feature to be on for this type.
4. Select any sub accounts you want to allow access to this type.
5. Click the button
6. Click the at the type right part of the window
7. You will see your new Type displayed at the bottom of the type list.

The steps for adding a new category are:

1. Hover your mouse over any of the existing Bid Types
2. Click on the icon next the Bid Type you hovered your mouse over
3. Enter the name for the category
4. Select the display order
5. Select the bid Type
6. Click button
7. Click in top right part of window
8. Click next to Bid Type you assigned the new category to
9. Your new category will be displayed below the Bid Type

In the proposal settings you cannot share the following directly to sub accounts

• Sub-Contractor emails
• Pre-Notes
• Quote Types

However, you can directly share a bid type with sub accounts.

This will autmotically share the categories and line items under the bid type.

Please be aware sub accounts cannot edit line items that have been shared with them. If they wish to make a change they can duplicate the line item and make their desired adjustments to that duplicate.

To share the bid type:

1. Hover your cursor over the bid type
2. Click
3. In the window click on the field under “Select SubAccounts”
4. Select the account(s) you wish to share this with.
   • Please note that any accounts you have already shared it with will appear in this field, and will appear with light grey text in the drop menu.

The Account Information page allows you to have direct control over the key information about your company and account.

It also has settings to help you control the look and feel of your account.

Please remember after making any changes you need to click .

Below are the following setting options you have in the Account Section:

Active/Pause Switch – If this switch shows active then all action plans will be running. If it reads paused then no actions plans will run in that account.

First and Last Name – The first and last name of the main contact for the Account.

Company – The company name. This will also be how your company name is displayed.

Account Holder – the name of the Account Holder. This is usually the same as the first and last Name.

Address 1, 2, 3 – These are used to store your company’s mailing address.

Phone – This sets the default phone number for the account. This is the number that will be called by default for all Action Plan automated calls.

Office-Phone – The number that will be inserted into your email unsubscribe footer to ensure CANSPAM compliance. It is a display only field in that place.

Website – Allows you store your company’s website information in ClientTether.

Email – Sets the default email for the account. Unless other options are selected, this is the default email that will receive daily reminder notices and will be the reply-to email for outbound emails from Action Plans.

Notification Auto-Delete Days – This allows you to set how many days a notification will be in the notification bar before it will automatically be removed.

Record Call Switch – If green, or on, all calls in and out of will be recorded. If grey, or off, the calls will not be recorded.

Notification Switch – If green, or on, you will hear a ding every time you get a notification. If it is grey, or off, you will not hear the ding.

This allows the Account Owner to change their log in password. To do this:

1. Type your current password in the field marked “Current Password”
2. Type in the new password in the field marked “New Password”
3. Confirm the new password by retyping it in the field marked “Repeat New Password”

Common mistakes include mistyping your current password or having the two instances of the new password not match.

Theme Color will adjust the text color in certain areas of your account.

Header Color will adjust the color of the header.

Footer Color will change the color of the footer.

Logo allows you to upload your company logo. This will then be displayed in the top left of the header and the bottom right of the footer.

Email settings allow us to set up SMTP and IMAP configurations with outside email services.

In other words, you can send email out from ClientTether from your email account, whether it be GMail, Outlook, iCloud, etc. This can help boost your deliverability rates and keeps a record of all sent emails in your email account Sent folder.

Always make sure, when you use this feature to check the box in the top that says enable SMTP and IMAP as you set up your connection.

Make sure you have done everything with your email service to allow SMTP and IMAP options to be available. This differs by service, so you will need to verify with your email provider anything you need to do on your end.

If you need to find out who hosts your email service please follow the directions in this link.

The Custom option allows you to use any email provider to set up your SMTP/IMAP service with.

You will need to look at documentation provided by your email provider to get the

• SMTP Host address
• SMTP Port
• IMAP Host
• IMAP Port
• Password (Usually App Specific)

Make sure you check the Check Box for Enable SMTP and IMAP

Gmail is by far the simplest setup. This can be used with any google email system.

1. Check box for Enable SMTP and IMAP
2. Select Gmail (Auth Process)
   1. If you set up Gmail through the old process you will need to do this new process. You will see the word’s OLD and NEW. Select the Gmail with NEW. See this video.
      1. If you don’t see New and Old then you never set up on the old system.
3. Type your email address into the box
4. Click “Sign in with Google” button
5. Select the google Account you wish to use
6. Click “Allow”
7. You will see a message appear in green that will say “Success: Congratulations, token for your gmail is generated successfully.”
8. Click “Test SMTP Send” and you will get a test email sent from ClientTether that will display that it was sent from your email address.

Please note that the name that shows on your GMAIL SMTP sent emails is your First Name and company name in your ClientTether Account.

The the SMTP Host/port and the IMAP Host/Port are already provided for you here. You will just need to

1. Check box for Enable SMTP and IMAP
2. Enter your email address
3. Get the correct password
   • This should be an app specific password
4. Log in to the app to connect your email account to ClientTether

Connecting ClientTether to Outlook

To connect to Outlook please follow these steps

1. Go to Settings in Hello! menu
2. Go to Email (SMTP & IMAP) Tab
3. Select “Outlook via OAuth2” from the dropdown Menu
4. Click “Sign in with Microsoft”
5. Select the Microsoft account you wish to link to ClientTether
6. You will be directed to a sign in page
7. Once your sign in has been verified you will be directed back to ClientTether and see you are connected.

Email capabilities

This connection will allow you to send emails directly from your Microsoft Outlook account via ClientTether.

As long you have clicked the checkbox next to read email your incoming Microsoft emails will create a notification in ClientTether and be accessible via the history notes.

Please be aware that there can be up to a 15 minute delay from when the reply email hits your Outlook account and it shows up in ClientTether.

1. Uncheck Check box for Enable SMTP and IMAP
2. Go to Custom option
3. Make sure all fields clear
4. click “Save Settings”

Zapier is a no-code or pseudo-code integration hub that allows you to integrate (through APIs) or send “Zaps” between two other software platforms.

A “Zap” is a packet of information that is pulled from one software platform, and formatted by Zapier so it can be used by the other.

ClientTether takes in information to our API from Zapier through “Zaps”, and sends information into Zapier as well.

You can register to use our pre-made Zaps here.

Please keep in mind this a support page for ClientTether not Zapier. This content focuses on how to use Zapier with ClientTether, not how to use Zapier in general. For more information on just Zapier, please visit their support pages by clicking here.

1. Go to Zaps (Menu on left side of screen)
2. Click “Create Zap” Button
3. Select Application you are sending information into ClientTether from
4. Select the triggering event
5. Select Account
6. Run Test to ensure it can access the needed information
7. Select ClientTether to receive the information
8. Select what you would like ClientTether needs to do with that information
9. Select ClientTether Account – If you need to add a new account here click new account and update the web key.
10. Fill out correct information
11. Run Test
12. Your Zap is good to go!

For creating contacts in Zapier you have a simple and detailed options. Generally simple will be sufficient if not use detailed

1. Go to https://parser.zapier.com/
2. Select “Log in with your Zapier Account”
3. Select “Authorize”
4. Click “Create Mailbox”
5. Click “Skip Waiting”
6. Name the Mailbox (all letters need to be lowercase) something that tells you exactly what it is used for.
7. Click “Save Address in Template” button on lower left part of the screen.

1. In your ClientTether account go to Action Plans menu
2. In the Action Plan that you will use to send information, create a step that sends an email (with the “Client excluded” option checked) to the Zapier Mailbox.
3. Create a format for information to be sent. We recommend using easy headers, such as “First Name:”, “Phone:”, etc. You’ll want to use each corresponding Token following each header, which will be automatically populated by ClientTether when sent.
   1. Example:
      First Name: {{client.firstName}} ||
      Phone: {{client.phoneCell}} ||
4. Next use a contact to test this on.
5. Go back to your Zapier Parser Mailbox list.
6. Select settings Icon on far right of the row of the Mailbox you wish to add a template for
7. The Template will auto fill the email you just sent.
8. Highlight where the information is with the mouse and name them accordingly.
9. Click “Save Address and Template”
10. Go back to ClientTether, and send a second email.
11. Check your Zapier Parser Mailbox by clicking on “View Emails” just right of the correct mailbox.
12. Look over the email you sent in. Make sure that it has extracted the information correctly.
    1. If it has not, then click “Report inaccurate” and re-highlight the correct portions. Then retest.
    2. If it has, then your parser is set up and ready to go.

1. Click “Zaps” on menu on left side fo the screen
2. Click “Create Zap”
3. For Choose App & Event look at Built-In Apps, and Select “Email Parser by Zapier”
4. For Choose Trigger Event select “New Email”
5. Click “Continue”
   1. If first time using a parser click “Sign in to Email Parser” by Zapier
   2. Click Authorize in pop up window
   3. Click Continue again
6. Select Correct Mailbox
7. Click “Continue”
8. Click “Test Trigger”
   1. If nothing fills in then there are no emails in that Mailbox.
9. Click Continue
10. Select the App you wish to send to
11. Choose what Action Event you want Zapier to do in the Application
12. Click “Continue”
13. Select the correct Account
14. Fill in correct information for Zap as prompted
15. Click Continue
16. Click “Test and Continue”
17. Check You application and make sure everything was entered correctly

1. Get URL from Zapier Zap
   1. Create new zap (Each Zap will have its own URL)
   2. Select Webhooks for Zapier as the App Event for the Trigger
   3. Copy URL Address from Custom Webhook URL
   4. Don’t click Continue yet
2. Build a Webhook action plan step in ClientTether
   1. Go to the action plan you wish to add the step in
   2. Paste URL from step 1.3 into the URL field
   3. Leave headers blank
   4. Select Post Method
   5. Select JSON for Payload style
   6. Add in the information you want sent in the Payload fields
   7. Save Action
3. Send Test from ClientTether
   1. Assign action plan to test contact
   2. Check contacts history notes
      • Note made with response from Zapier will be there
      • make sure it says status: success
4. Run the test in Zapier
   1. Go back to our Zap from earlier and click continue to run the test
   2. Your test contact’s information you sent from 3.1 should be there
5. Extract Information from Webhook to Other Software in Zapier
   1. Select the software you need to send the information to
   2. Plug it in like you would with any other Zap