Importing is the process where you can bring your existing client list into ClientTether.

To do this effectively, and save yourself a headache, you will need to follow the instructions on this page exactly.

You have to use our template in order for the import to work.

The very first step in importing is you have to download the template.

You will not be able to import if you do not use our template.

1. Go to “Contacts” on the main menu
2. Click any of the options on the drop down menu except “Archived”
3. Click on the top right of the screen, which will open a dialogue box.
4. Click
5. Close Dialogue Box
   

1. Make sure import file is prepped and Saved
2. Go to Contacts in ClientTether, again any option other than Archive is fine.
3. Click
4. IF you are putting all imports in the same action plan then select it from the drop down menu
   1. Please also remember if you are importing and assigning all imports to a specific action plan you want to be careful. If you import 1000 contacts and put them all in one action plan that has an immediate call, you will receive 1000 immediate calls as soon as the import completes. Also, PLEASE NOTE that if you do not select an Action Plan, your contacts will be placed into the “Default Action Plan”, which may have messaging in it you do not wish to send to your contacts. Please create a placeholder Action Plan for importing if you do not have a specific plan you want to run, or delete all of your actions from the “Default Action Plan” to avoid sending communications you did not intend to send.
5. Click “Choose File”
6. Select your file
7. IF you are importing more than 1000 please check the box indicating that fact.
8. Click
9. Read notice click “Okay”

Please be patient as the system works through the import process:

• importing and validating each row of data
• creating History Notes as it goes
• assigning Lead Sources
• assigning Sales Cycles
• assigning and initiating Action Plans
• generating Pending Actions

Sometimes, very large imports can take a few hours to process and finish setting up all the automation.

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