Video PhoneTree Training

Learn step-by-step with our narrated video tutorials and see exactly how to carry out common PhoneTree® telephone messaging system tasks. To view a clip, click once on an image below, then a new browser window will open which will prompt you for the passsword, then begin downloading and playing the movie. Depending on your Internet connection speed, download times may be up to a few minutes. Macromedia® Flash Player is required to view these clips. You may view these movies in your browser by clicking on an image below, or you can right-click and select "Save Target As..." to save a movie to your computer, should you want to view a movie again at a later time.
 

PhoneTree 2100, 2500, 3500

How to set the Call Window There are a number of ways you can control when your PhoneTree® system's calls will be made. This movie will demonstrate some of the basic ways you can adjust the calling window.	Using The Remote Call-In Feature This movie demonstrates how to configure and use the PhoneTree® Remote call-in feature. This capability allows you to activate a call job from any touch-tone phone, which is useful when it is inconvenient or impossible to get to the computer. You can even use the free Remote Access Pocket Reference Card to access your system away from your computer.
How to use the Configure Phone Lines Option Make sure your phone lines are ready for calling! This movie demonstrates how to use the Configure Phone Lines option on the Administration desktop.	How to Configure the Dialing Translator Usually phone numbers are stored in only one format in a membership management/database program. therefore, your PhoneTree® system may need to translate the numbers before they can be correctly dialed. Here's the complete process.
How to use the CSV Translator Import data into the PhoneTree® software from Microsoft® Excel® or similar applications for use in a PhoneTree® calling list.	How to Use the PhoneTree® OnDemand™ Software Creating an Account — this movie covers all steps of signing up with PhoneTree® OnDemand™ in order to place Internet-based calls.
How to Configure Your Unit for E-mail This movie outlines the settings you'll need to use emailing with a PhoneTree® system. The "Configure Email" icon on the Admin Desktop allows you to set up your system not only for email messaging, but also for emailing of autoreports. This latter function is available on all PhoneTree® USB systems, including the PhoneTree® 2100.	How To Create a PhoneTree® Task Icon "Tasks" are like macros for PhoneTree® systems. You can string together several commands and perform them with a single click on an icon on the Tasks Desktop. Available commands include file importing, report printing, calling, and more. Here's how to create a task.