TapTapGo Installation Instructions
Welcome to TapTapGo! You're about to enable powerful new features for your Ontraport account.
Please watch this welcome and overview video first.
Once you're ready to get going, please follow the steps below to get everything set up and linked it to your Ontraport account.
Please submit a support ticket if you get stuck and we will assist with the installation process - we're here to help!
Overview of the installation process
At a high level, here's what you need to complete in order to install TapTapGo :
- Link Ontraport via API keys to TapTapGo - 5 minutes - Link to instructions
This will allow TapTapGo to talk to your Ontraport account. Once this is done, you'll be able to search for and view contacts on your mobile phone, take notes and access contact groups whilst you're away from your desktop.
- Create and/or Link your Twilio Account to TapTapGo - 10-30 minutes - Link to instructions
This is only required if you are planning to use the Twilio Phone Dialler feature in TTG.
TapTapGo uses a service called "Twilio" to make phone calls. In this section we'll show you how to set up a new Twilio account, purchase a number and link it all up to TapTapGo. Once this is completed you will have one-click access to making and recording phone calls from Ontraport, and link the notes and recordings of those calls directly back into the Ontraport Contact Record.
- Configure your Ontraport account to use the TTG Video system - 10 minutes - Link to instructions
This is only required if you plan to use the TTG Video feature.
We've already done all the hard work and created all of the assets you need. These will automatically be imported into your Ontraport account for you. Once you've double-checked that all the landing pages, messages, tasks and custom fields required for video are configured correctly, you'll be good to go.
You will only need to do this one time. It will take about 10 minutes to complete.
Ready? Let's do this!
Section 1: Link Ontraport via API keys to TapTapGo
OVERVIEW
Before we can use TapTapGo we need to make sure that it can communicate with your Ontraport account.
This is done by creating what's called "API Keys" in Ontraport (think of it as a password), and then linking those keys to TapTapGp in the settings screen.
This gives the required access between the system. It should take about 5 minutes to complete.
INSTRUCTIONS
Log in to ONTRAPORT
Navigate to ADMINISTRATION > INTEGRATIONS
Click on ONTRAPORT API INSTRUCTIONS AND KEY MANAGER
Click the blue NEW API KEY button.
Set the title of the API Key to "TTG" in the top-left corner.
Select a CONTACT OWNER form the drop-down menu. It does not matter which contact owner you select here.
Leave all the checkboxes UNCHECKED.
Click SAVE in the top-right corner.
Once the key is created, you should be taken to a screen that looks similar to the image below.
Note down the APP ID and API KEY values in the columns for the entry titled TTG. You'll need these in the next step.
Log in to TapTapGo.
Click the burger menu in the top-right, and navigate to the ACCOUNT SETTINGS page.
At the very top of the settings page you will see two fields in the ONTRAPORT API CREDENTIALS section, as per the image below.
Enter the APP ID you created earlier into the OP APP-ID field.
Enter the API KEY you created earlier into the OP API Key field
Click the blue SAVE ONTRAPORT CREDENTIALS button. It could take a few seconds to save and encrypt your keys, so please be patient and wait for confirmation.
Once your keys are saved, we can continue to testing the integration.
Click the burger menu in the top-right and navigate to the CONTACT SEARCH section in TapTapGo.
Type a name that you know exists in your Ontraport account into the search field and click SEARCH.
If you've completed the setup correctly, you should see search results for the contacts in your Ontraport account that match your search term be displayed.
The search field searches for partial matches of your search term in EMAIL, FIRST NAME, LAST NAME, ADDRESS and PHONE / SMS NUMBER fields in your contact records. This is very useful if you only know part of someone's name, address, email or phone number and want to find their data quickly when you're out and about on your mobile phone.
The first 20 results are retrieved from Ontraport.
It can take a few seconds to load and display the results.
If you do not see the results, then it is likely that the API Key and APP ID fields were not set up correctly. Follow the instructions again, and if you still can't get it to work, please raise a support ticket and we'll be in touch to assist you.
That's it, the basic integration between TapTapGo and Ontraport is now completed.
Here's a quick diagram that explains what each of the buttons on the TapTapGo interface do:
What's next?
Next, in Section 2 we will describe how to integrate Twilio into TapTapGo so that you can make and record phone calls, and store notes of those calls directly into your Ontraport account against Contact Records.
If you do not want to use the phone dialler then you can skip to Section 3 where we show you how to install TTG Video email service.
Section 2: Set Up the Twilio Integration
OVERVIEW
This is only required if you are planning to use the Twilio Phone Dialler feature in TTG.
TapTapGo uses a service called "Twilio" to make phone calls. In this section we'll show you how to set up a new Twilio account, purchase a number and link it all up to TapTapGo. Once this is completed you will have one-click access to making and recording phone calls from Ontraport, and link the notes and recordings of those calls directly back into the Ontraport Contact Record.
Setting up Twilio may seem a bit daunting at first, but if you follow the instructions carefully it will be well worth the trouble.
You'll only need to do this once and it requires 10 - 30 minutes of your time, depending on your needs.
INSTRUCTIONS
There are a few sets of instructions here, depending on your situation.
- If you do NOT already have a Twilio account, then you'll need to start with the NEW TWILIO ACCOUNT section (5 minutes).
- If you already have a Twilio account, then you can skip directly to the EXISTING TWILIO ACCOUNT section. Once you have completed this section you will be able to make calls (5 minutes)
- Need more numbers? When you first install Twilio you will be linking your mobile number to the account. This is already enough to use TapTapGo, but if you would like to set up additional numbers, then we've provided some instructions for you in the section titled PURCHASING NUMBERS IN TWILIO. You'll need to purchase, activate and register the new numbers as Validated Caller IDs before you will see them in TTG. (10 - 20 minutes)
NEW TWILIO ACCOUNT
Need a new Twilio account? Great. You are about to set up something pretty awesome. Twilio is amazing and will allow you to make calls directly from your browser using the TapTapGo software.
Before we walk through the installation, we should note that, due to the complex nature of this process, you will need to consult with Twilio support to get set up if you get stuck during this account setup process. We have tried our best to provide instructions so you can follow along, and we've made sure that they are crystal clear and detailed enough, but ultimately setting up Twilio and all its features is out of scope for TapTapGo. That said, we are going to show you exactly what worked for us as at February 2020 so that you can get up to speed quickly.
We recommend you get a few things ready before going any further (you'll need this at some point when setting up your account).
- Credit Card - During the installation process your credit card will be charged USD 20.00 for Twilio credits.
- Company Tax File Number / VAT Number/
- Company details, including your registered address, contact person etc.
- In some jurisdictions there are special regulatory requirements associated with purchasing a phone number, and those requirements further vary depending on the type of number you are purchasing. This could make things a little more complex for you.
- It is therefore useful at this stage to have documents ready such as an article of incorporation or other documents that can be used to verify your affiliation with the company you are setting up an account for, and ind most cases these need to indicate your registered address.
- You should also know that, if you are subject to such conditions, the process to establish an account with Twilio and get a number purchased can take around 5 days. They manually review each request and there is nothing we can do on our side to speed up the process.
- HOWEVER, we suggest starting with purchasing a LOCAL (not mobile) number in the area that your business address is in. In most cases this is a relatively straightforward and immediate process, so you can start dialling immediately.
- In some jurisdictions there are special regulatory requirements associated with purchasing a phone number, and those requirements further vary depending on the type of number you are purchasing. This could make things a little more complex for you.
So, with that said, let's get going.
INSTRUCTIONS
Click here to open a new Twilio account (this link gets you USD $10 FREE credit).
Once you've filled out the form, you will need to verify your email address before continuing.
Open your email and click the link Twilio sent you.
Once you've verified your email address, you'll need to enter your current mobile number and click the red VERIFY button.
This number will later be available as a caller ID when dialling from TapTapGo.
A VERIFICATION CODE will be sent to you via SMS. Enter this code here and and click SUBMIT
Click NO
Click SKIP TO DASHBOARD in the lower-right hand corner.
Your Twilio Project will not work with TTG if it is in Trial status. Therefore, we need to upgrade your account.
Click UPGRADE PROJECT in the top right.
A quick note on Twilio's pricing. When you use Twilio, you generally pay only for what you use and there is no recurring monthly fee to access the service. This is great for you as you can have the flexibility of having access to a phone dialler even if you make infrequent calls. Monthly fees are however applicable when you purchase additional numbers and the cost of these vary between number type and location.
During this upgrade process Twilio is going to charge your credit card USD 20 in order to fund your account with calling credits.
This is a call balance that will be drawn down against on a per-call basis depending on the length of the call and the number dialled. Think of it like a pre-paid phone card. As far as we know, these credits never expire.
Complete the upgrade process by entering your details as requested. If you get stuck here, please consult the Twilio documentation.
Once you account is upgraded successfully, you will see the following screen.
Click on GO BACK TO THE DASHBOARD.
Well done, you've just set up your first Twilio account and you have one mobile number set up as a Verified Caller ID.
Next, continue following the instructions to connect it up to TapTapGo.
EXISTING TWILIO ACCOUNT
If you already have an existing Twilio account and you'd like to link it up with TapTapGo, then you're in the right place. (I'm in the wrong place, show me how to set up a new account instead).
Log in to TWILIO and navigate to the DASHBOARD CONSOLE.
Click on the menu on the left to expand all of the options.
Navigate to Programmable Voice > TwiML > TwiML Apps or click here to go there directly.
You should see the TwiML Apps dashboard, and there should be a RED PLUS SIGN somewhere on the page that you can click to Create a new TwiML App.
Click the RED PLUS SIGN to create a new TwiML App, or click here to go there directly.
Use the following details to set up your TwiML App:
- Friendly Name: TTG Twilio
- Request URL: https://twilio.taptapgo.info/support/call
Leave everything else empty and unchanged.
Click CREATE in the lower-left corner of the screen.
Navigate to the TwiML Apps dashboard if you're not there already.
Next, we're going to find the TwiML App SID identifier for this TwiML App and make a note of it somewhere safe.
This will later be entered into TTG Settings.
Click on TTG Twilio to view the details of this TwiML App.
You should now see the following screen.
Note the SID field indicated in pink above. Copy and paste this somewhere as "TwiML App SID" so that we can refer to it later.
Next, we are going to find your Twilio Account SID and Auth Token.
Click on the home button in the top-left of the menu to visit the Console Dashboard.
You should now see this screen.
Twilio is always making changes to their interface, so yours might look a little different than ours. However, the information we need to find somewhere on this screen is as follows:
- ACCOUNT SID
- AUTH TOKEN
We've highlighted where this can be found in the image above, but your interface might differ from this.
Once you've found these values, copy them somewhere safe and get ready to enter them (together with the TwiML App SID we noted earlier) into TapTapGo.
That's it, Twilio is now configured and we are ready to set up the integration between TapTapGo and your Twilio account, and add the one-click buttons to your browser.
Let's do it.
Log in to TapTapGo.
Click the burger menu in the top-right, and navigate to the ACCOUNT SETTINGS page.
Navigate to the second section in the settings page called TWILIO API CREDENTIALS.
Enter the required details into the three fields provided (you saved these earlier, remember?)
Take special caution not to get mixed up between the TwiML SID and the Account SID.
Click the blue SAVE TWILIO CREDENTIALS button. It could take a few seconds to save and encrypt your keys, so please be patient and wait for confirmation.
Once your keys are saved, we can continue.
Next, we're going to implement the one-click bookmarklet to allow you to call someone from Ontraport with a single click.
You should now still be in the TapTapGo Settings page, but if not, click the burger menu in the top-right, and navigate to the ACCOUNT SETTINGS page.
If you scroll down you should see a section titled ONE-CLICK LINKS.
The TTG DIALLER link is a special "bookmarklet" that will enable your one-click dialler. You can use this on any web browser, but for our instructions we are using the Google Chrome browser. In your browser you should have a "favourites" section or "Bookmarks Bar". Make sure that it is enabled.
DRAG AND DROP the blue TTG DIALLER link from the settings page onto the bookmarks bar.
(If you plan on using the TTG Video feature, you can go ahead and drag and drop that link into the bookmarks bar as well.)
That's it. You're now ready to make calls using TapTapGo's Twilio Dialler.
Let's test the integration.
Open up a contact record that has a phone number listed in Ontraport.
Once it is open and you are viewing the contact, click on the TTG DIALLER bookmark we just created
TapTapGo should now automatically open and you should be able to make a call.
If this is the first time you use the dialler, you will first need to refresh your CallerIDs to TapTapGo.
CLICK the REFRESH ICON and the Caller IDs should be loaded.
Once that is done, everything should work as expected and you're ready to go.
Important:
The Twilio dialler will default to the microphone as it is set up in your browser. If you have trouble getting it to work, then consult the documentation of your browser, set up and allow access to your microphone, and reload the page.
It is currently optimised for desktop use, but we have successfully tested it to be reliable on mobile when using the iOS SAFARI and Android CHROME browsers. Thus, if you wanted to make and record phone calls using your mobile device, then it could work.
If you can't get it working, please go back in the instructions and repeat the steps to copy and paste the CREDENTIALS into the settings page. If you still can't get it working, submit a support ticket for assistance.
Here's a quick overview of the TTG Dialler interface. Please read through each of the sections as there are some quick instructions in there:
PURCHASING MORE NUMBERS FROM TWILIO
You might want to purchase additional numbers from Twilio so that you can make calls to people from all sorts of different places.
For example, if you have contacts in New York, then ideally you'd ring them from a New York number, whilst contacts in Sydney could be dialled from a Sydney number. When you have multiple numbers set up like this and those numbers are localised to the area that your contacts are in, there is a much higher chance of getting the call answered.
In this section we'll show you how to purchase and activate additional numbers.
Before you can buy a number from Twilio, you'll need to save an address for your business. If you already have your business address set up in the Addresses section, then you can skip this part and continue from this step onwards.
INSTRUCTIONS
Log in to Twilio.
Navigate to Phone Numbers > Regulatory Compliance > Addresses or click here to go there directly.
Click ADD NEW ADDRESS.
Enter your business address details in the form.
Click CREATE.
You should now see this screen and your validated address should be in the list.
Ok, now that we have a validated address logged in the system, we can proceed to the next step and purchase a new Twilio phone number.
Navigate to Phone Numbers > Buy a Number or click here to go there directly.
Have a look at the parameters and click SEARCH when you're ready to see a list of available numbers that match your criteria. In our example, we're just going to grab the first landline number available in Australia.
Numbers are charged per month, in USD.
Select your favourite and click BUY.
Click NEXT
Select if you are a BUSINESS or INDIVIDUAL.
Click NEXT
Select the address we created earlier from the drop-down menu.
Click BUY in the lower right hand corner.
Once the number has been acquired, you'll see a screen similar to this one.
You can repeat this process as many times as you like to have numbers in various locales.
Copy and paste this number somewhere safe as we will require it in the following steps.
Your new number is now purchased but it is not yet ready to use.
Any new numbers you purchase will only show up in TapTapGo after you've added them to Twilio's "verified caller ID" list.
The process for setting a number up as a verified caller ID has two steps.
- Step 1: You need to set up call forwarding for this new number. Without this step completed, the caller ID verification system wouldn't be able to call you on this new number to tell you the unique code required to activate the caller ID.
- Step 2: Once call forwarding is set up and working, you need to go through the verification process to set the number up as a verified caller ID.
Let's set up the call forwarding now.
Set up Call Forwarding for your new number.
In this section we are going to set up a call forwarding. This is done via a "Studio Flow" in Twilio. Once you've completed this step, any calls made to the new number you purchased on Twilio will be forwarded to your current phone.
INSTRUCTIONS
Navigate to STUDIO > DASHBOARD or click here to go there directly.
Click on CREATE A FLOW.
Name your flow Call Forward
Scroll down until you see an option titled CALL FORWARDING.
Click that box to select it, and then click NEXT.
You should now see a screen that looks rather complex and intimidating. Do not be afraid - it is very simple what we are about to do as we only need to make a few quick changes here.
Double-click the box that says forward_call.
Enter your mobile number in the right-hand-side as shown below.
Click SAVE.
Click PUBLISH in the top right.
OK, so far so good.
Next, we need to link the new number you purchased to this flow, so that it can run this call forwarding instruction when someone calls that new number.
Navigate to Phone Numbers > Manage Numbers > Active Numbers or click here to go there directly.
Click on the number you purchased to view its settings.
Scroll down the page until you see a section titled A CALL COMES IN.
Change the dropdown from WEBHOOK and select STUDIO FLOW instead.
Now select Call Forward from the second drop-down menu.
You should end up with something that looks like this.
Click SAVE in the lower left of the page.
Things are looking good. We have a new number purchased and call forwarding enabled for that number to your mobile phone.
Adding a phone number as a "Verified Caller ID" in Twilio
Next, we need to add that phone number as a Verified Caller ID so that we can use it to make outgoing calls as well. The number will only show up in TapTapGo once this step has been completed.
INSTRUCTIONS
Navigate to Phone Numbers > Verified Caller IDs or click here to go there directly.
Click the RED PLUS SIGN.
Enter the number you purchased (without country code) and click CALL ME.
You will now receive a call from Twilio which should go directly to your mobile phone.
Follow the prompts and punch in the validation code you see on your computer screen.
All done. The number should now be active and ready to use. You can repeat these steps for as many numbers as you require.
Section 3: Configure TTG Video
OVERVIEW
This is only required if you plan to use the TTG Video feature.
INSTRUCTIONS
Watch the video below for a detailed walk-through on how to set up TTG Video with your Ontraport account.
It will take 10 minutes to install. The latter part of the video demonstrates how to use the video feature.
CODE for VIDEO VIEW PAGE
<!-- Video Script Start --> <link href="https://vjs.zencdn.net/7.5.5/video-js.css" rel="stylesheet" /> <script src="https://vjs.zencdn.net/ie8/1.1.2/videojs-ie8.min.js"></script> <!-- Video Script End --> <!-- OG Tags --> <meta property="og:image" content="[TTG Video GIF URL]"> <meta property="og:title" content="Video for [First Name]"> <meta property="og:site_name" content="Video for [First Name]"> <meta property="og:description" content="Video for [First Name]">
CODE for VIDEO REPLY PAGE
<!-- Video Script Start --> <link href="https://vjs.zencdn.net/7.5.5/video-js.css" rel="stylesheet" /> <script src="https://vjs.zencdn.net/ie8/1.1.2/videojs-ie8.min.js"></script> <!-- Video Script End --> <!-- OG Tags --> <meta property="og:image" content="[TTG Video Reply GIF URL]"> <meta property="og:title" content="Video for [First Name]"> <meta property="og:site_name" content="Video for [First Name]"> <meta property="og:description" content="Video for [First Name]">