Click-to-Call v18

Introduction #

Any business can become 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.

What is 3CX Click-to-Call? #

3CX Click-to-Call is a 3CX/ PBX plugin that 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:

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.

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.

Prerequisites #

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

1. Windows 10 or above / Microsoft SQL Server 2014 or above (Including the free SQL Express edition) (64 Bit)

2. Internet Information Server (IIS) 7.0 or above

3. ASP.Net 4.7.2 (C# or VB) or above

4. Basic knowledge of web programming and IIS configuration

5. 3CX Commercial License V16 and V18

  • 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

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.

Step by step installation procedure #

Step 1:  Download ‘3CX Click-To-Call’.  

You can locate 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:  Install Prerequisites

Click on the software installer that was downloaded in step 1 above. The installation wizard will automatically identify the needed prerequisites and assist you with the install of the prerequisites needed to run ‘3CX Click-To-Call’. These include .NET Framework (Web Installer), SQL Server Express (Web Installer) and, SQL Server Management Studio.

1). Click the downloaded installer executable to launch the Prerequisites Setup Wizard and click Next.

Figure 1: Prerequisites Setup Wizard


2). In the Prerequisites window, the installer will identify the missing prerequisites. It is important that you install all the required prerequisites. However, you can select/unselect the applications to be installed based on your unique requirements. Click Next to continue.

Figure 2: Select Prerequisites to Install

3). The installer will download and install the selected applications.

Figure 3: Prerequisites Installation in progress

4). In the confirmation message box, click Yes to reboot and continue the installation.

Figure 4: Reboot Computer

Step 3: Start the installation process

1). After all the prerequisites are installed, the 3CX Click-To-Call Setup Wizard appears. Click Next to Continue.

Figure 5: 3CX Click-To-Call Setup Wizard

2). On the Select Installation Folder window, the Folder field displays the location where the ‘3CX Click-To-Call’ will be installed. Note that you cannot change the path.

Figure 6: Installation Folder Location


3). Click Next to continue.

Step 4: Test Relay Settings

1). In the 3CX Relay Services window, in the Relay Host field, enter the IP address or FQDN of your 3CX server.

Figure 7: Test VoIPTools 3CX Relay settings

2). To maximize security, we strongly urge you to configure the Relay and 3CX Click-To-Call to use of https (TLS encryption).  To use TLS security, ensure the Relay Port is set to 8801 and the Protocol to HTTPS.  However, if your Relay is not configured to use TLS encryption, change the Relay Port to 8800 and the Protocol to HTTP.\

Figure 8: Relay Protocol

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

  • If the test was unsuccessful: (1) confirm you have the correct firewall port open (default TCP 8801) on the 3CX server and the firewall protecting the 3CX server.


(2) confirm that you have entered the correct IP address / FQDN for the 3CX server.
(3) confirm that 3CX Click-To-Call and the Relay are using the same port and protocol.

4). 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. If the test fails, you will not be able to continue until communication with the relay is established.

Figure 9: Success message box

5). Click Next to continue with the installation.

Step 5: Installing 3CX Click-To-Call

1). In the Ready to Install window, click Install to start the installation of the ‘3CX Click-To-Call’.

Figure 10: Install 3CX Click-To-Call

2). The application installation progresses.\


Figure 11: Installation of ‘3CX Click-To-Call’ in Progress

3). Once the installation is complete, check Launch 3CX Click-To-Call check box and then click Finish. The 3CX Click-To-Call configuration screen opens. If you want to simply close the installer without opening the configuration screen, then simply uncheck Launch 3CX Click-To-Call check box and then click Finish

Figure 12: Installation Complete

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.