3-Step Guide for a Perfect CallPage Trial

Step 1: Select a team or consultant to answer CallPage calls 

First, you need to decide what teams/users will be picking up your CallPage calls. Depending on your company size and needs, you can:

• Direct all calls to one person (e.g., reception desk or yourself).
• Direct calls to a few people from one team (e.g., to the sales team).
• Add a few departments (teams) and direct the call depending on the caller’s needs.
   

For the purpose of the trial, we recommend adding fewer consultants and adjusting the number of consultants after the trial period ends. However, to ensure high-quality customer service, please take into account your expected number of calls. 

Step 2: Sign up for the CallPage trial and adjust widget settings

To create your free account, you just need to provide contact details, company details, and your company website address. You don’t have to provide your credit card details at this stage. 

Once you finish the registration, your 14-day free trial begins. For this reason, we recommend finalizing the setup and installation as soon as possible.

When you log in to the CallPage panel for the first time, a step-by-step guide will lead you through the most important tabs on the panel. The most important steps in widget configuration are:

• Adding your consultants and teammates.
• Setting up your company’s working hours and time zone.
• Personalizing the look of the widget.
   

Step 3: Install the widget on your website

The last step is adding the CallPage widget to your website. You can select one of the recommended installation methods: 

• Install the widget using plugins for popular CMS systems, such as WordPress.
• Install the widget through Google Tag Manager.
• Copy and paste the installation code directly into the website code.
   

Detailed instructions for installation can be found in CallPage's knowledge base.  

That’s all! So, are you ready to receive your first calls through CallPage?

Sign up for your free trial here. 

Have more questions? 

Order a demo presentation and gather all the information you need before launching your test.