Click-and-Connect® Instructions

Using Click-and-Connect is easy! You can manage your account preferences by logging into your account.

Setting Up Your Account
After purchasing your Click-and-Connect product online, your product will be available for download by logging into your account.

Downloading your E-mail call button
Login to your account and select "E-mail call button" under the "Web Call Settings" section. Preview your e-mail call button in the first section for accuracy and if changes to your information are required, skip to the instruction titled "Setting or Updating your 'Forward To' Number and account preferences", then return to this step. The icon that users will click on can be changed by selecting one from the list in the "Call Button Selection" section. In addition, you can select which fields of information to include in your signature by selecting from the list in the "Profile Fields to Show" area. Once you are satisfied with your e-mail button, simply click on the link to "e-mail this code:" and an e-mail with an attachment will be sent to you. That's it! You have now downloaded your e-mail call button signature.

Setting up your e-mail signature in Outlook or Outlook Express
Once you have received the e-mail with your call button code, all you have to do is follow these simple steps to set up a signature, that when selected, will display your call button to e-mail recipients at the bottom of all your e-mails.

  Outlook Express Users

1. Save the attachment to your "My Documents" (or other as desired) folder.
2. Go to the area of your e-mail client that allows you to edit your signature. (Tools>Options>Signatures)
3. Select the signature you would like to edit or click on "New" to create one.
4. Choose the option that allows you to select a file, click on "Browse" and import the file that you saved to your "My Documents" (or other) folder. Click on the "OK" or "Apply" button to save your new signature.

1. Save the attachment to your "My Documents" (or other as desired) folder.
2. Go to the area of your e-mail client that allows you to edit your signature (Tools >Options >Mail Format) and select the "Signatures" button.
3. Create a new signature by selecting the "New" button.
4. Enter a name for your new signature. Select the "Use this file as a template" option, click on the "Browse" button, import the attachment you saved to your "My Documents" (or other) folder and click "Next".

• You must use the HTML mail sending format to properly show your button.
• If you make changes to your call button via the Control Panel, you may need to download your e-mail button again and go through the previous steps for the changes to be reflected in your email messages.

Downloading your Website Call Button
Login to your account and select "Website call button" under the "Web Call Settings" section. You can preview your website call button in the "Preview/E-mail Links" section. To change the icon, simply select one from those available in the "Call Button Section". You can either click the link to "email this code:" or you can copy the code from the "Code Export" section and paste it into your HTML website. It is that easy! Once inserted into your website, all you have to do is wait for your phone to ring.

Setting or Updating your 'Forward To' Number
You will have setup your initial 'Forward To' number when you signed up. You can update your 'Forward To' number, as well as any other account information, at any point by logging into your account and selecting "General settings" under the "Account Settings" section. Once your 'Forward To' number or any account information has been updated, you will have to download your e-mail call button or website call button again.