This onboarding guide will help you get your agency set up on Crikle Outbound.

If you have any questions please reach out to us on our live chat on the website or email us at support@crikle.com

Accessing your Crikle account

If setting up your own account

  • To first sign in to your account, access the Crikle login page here

  • Enter your name and email address in the relevant fields. You will then receive an email with your username and temporary password, which you can use to access your Crikle account.

You can change the password at any time by going to Settings > My Account > Profile.

If Crikle's support team has set it up for you

  • In this case, you should already have an email in your inbox with your username and temporary password

  • Go to app.crikle.com to enter the details and access your account

Note: If you have forgotten your login details, you can reset your password quickly and easily. Click here for more info on how that can be done.

How to Set Your Team up

Go to Admin Settings > Account and Team Details to add team members to your Crikle account.

  1. Write in your team members first and last name as well as their email in the relevant field.

  2. Click "send invite".

  3. You can then make this team member an admin (which would give them access to settings such as branding and account details), and/or make them an agency contact (which would mean their availability is included when a customer is trying to schedule a meeting with one of your team). Click the three dots next to a team member's name and click "admin" and/or "make agency contact".

How to Upload your Agency's Branding

You can customise your Crikle account with logos, taglines, background images, colours and more. These will appear in meeting invitations, virtual waiting rooms, documentation sent as a follow-up post call and so on. To upload your agency branding, follow these steps:

  1. Go to Settings > Customisation > Brand.

  2. Upload or edit branding by clicking "upload" next to the relevant fields.

  3. Click 'Save' once you have uploaded a piece of branding.

Please note: You can preview your branding in the graphic at the bottom of the screen.

How to Set up Your Domain Branding

Step 1: Create the CNAME in your domain provider

1. Log into your domain provider

In a new browser tab or window, log into your domain account. Navigate to the section for managing your DNS records. Depending on your domain provider, this may be called Zone File Settings, Manage DNS, Domain Manager, DNS Manager, or something similar. Here, you’ll create the record so your domain correctly links to your Crikle account.

2. Copy the CNAME record from Crikle

Next, in a different browser tab or window, log into Crikle account. You’ll need to copy the CNAME record in Settings:

  1. Log into Crikle

  2. From the Home Screen, click ‘Settings’

  3. Click ‘Domain branding’ from the bar on the left

  4. Copy the ‘Value’ in the CNAME record from the table

3: Create the new DNS record on your domain provider

Go back to the browser tab opened for your domain provider to create the new record. Each provider has a slightly different method for entering your record, however most will have a table in the DNS settings page that is similar to the below.

Alias, host, host name, or name

Record, record type, or type

Points to, details, or data

www

CNAME

regthwhyej6ur57kilo86.crikledns.com

  1. Type your ideal subdomain into the ‘alias’ or ‘host name’ column. To do this, simply add a word in front of your primary domain to create a subdomain, for example: calls.mydomain.org or meetings.mydomain.com’.*

  2. Select ‘CNAME’ from the ‘record or record type’ column

  3. Paste the ‘Value’ you copied from the table within ‘Settings’ of your Crikle account into the ‘points to or details’ column. Note: some domain providers require a ‘.’ (full stop) to be added to the end of the value you paste into the ‘points to’ column.

*If your provider doesn't accept a full hostname (meetings.mydomain.org) as an ‘alias or host name’, we recommend typing only the first portion of the hostname in (meetings). Failing this, please consult your domain provider for help setting up a correct CNAME.

Don’t forget to save this once you have finished (if you are given the option to do so).

Step 2: Add the hostname into Crikle’s settings

Finally, you’ll need to copy the hostname from the created CNAME record in your domain provider’s control panel, into the Settings of your Crikle account.

As mentioned before, each domain provider will have a slightly different way of displaying the CNAME record, but most will have a table looking like this:

Alias, host, host name, or name

Record, record type, or type

Points to, details, or data

subdomain.mydomain.org

CNAME

regthwhyej6ur57kilo86.crikledns.com

To add the hostname into your Crikle Settings:

  1. Copy the hostname from the column labelled ‘Alias’, or Host, or ‘Hostname’ in your domain providers control panel

  2. Return to the browser tab opened for your Crikle account, which should still be open on the ‘Domain branding’ section of ‘Settings’

  3. Click ‘Add’ on Step 2 of the table

  4. Copy the hostname into the field and click ‘Save’

Step 3: Test connection

Whilst the connection is usually active within 30 minutes, it can take between 24 to 72 hours for the connection to start working properly, depending on the TTL of your domain provider. TTL (Time to live) is the amount of time your domain provider usually takes to make the changes you made to the DNS record.

Crikle automatically tests the connection after step 2, so you may not need to test the connection. If it’s not connected immediately, there’s are a few ways to continue checking:

1. Test connection in settings

  1. In Crikle, go to the ‘Domain branding’ section in ‘Settings’.

  2. In the table, on step 3, click ‘Refresh’

  3. When the red label ‘NOT CONNECTED’ becomes a ‘CONNECTED’ green label, the connection is successfully made.

2. Visit your personal call link

Open a new tab and copy your personal call link into the search bar. If the URL in the search bar contains your business domain, the link has been fully set up.

If you see ‘NOT CONNECTED’ after 72 hours, reach out to us on live chat, where you can access a Crikle expert to help set up your domain branding.

Your SSL certificate on Crikle

An SSL certificate ensures you and your clients are using https, the secure version of http. With https, your calls are encrypted for greater security. Your participants are also redirected to https after the certificate is activated, even if they entered http.

Crikle automatically generates your SSL certificate when you enter the hostname into step 2 of the ‘Connect your domain’ table in the settings of your Crikle account.

In the vast majority of cases, you’ll see a green label with ‘SSL CERTIFICATE ACTIVE’ appear in the ‘SSL Certificate’ section immediately after step 2 is completed. If you do see a red SSL CERTIFICATE NOT ACTIVE’, please contact support.

Connecting Your Calendar

  1. Go to Settings > My Account > Calendar and CRM integrations.

  2. From here choose Google or Outlook by clicking "connect +" next to the one you're connecting

  3. If connecting with Google:

    1. Sign in to your Gmail account

    2. Grant Crikle access

  4. If connecting with Outlook:

    1. Sign in to your Outlook account

    2. Grant Crikle access

Connecting Your CRM

You can connect your Crikle account to either a Salesforce or Hubspot CRM profile. Below are instructions on how to do so for each of those systems.

Salesforce

  1. Go to settings > calendar and CRM integrations.

  2. Click the 'Connect +' button next to Salesforce.

  3. A pop-up will appear from Salesforce prompting you to login to your profile.

  4. Once you have logged in, you will then be asked to grant Crikle access to your Salesforce account. Click 'allow'.

  5. You will now see in settings > calendar and CRM integrations that your Salesforce profile has been connected to your Crikle account.

Please note: For Salesforce, enterprise level accounts have access to Crikle’s API.
For Professional Edition organisations, all requests for API access must be purchased and can be processed contacting your Account Executive.

Hubspot

  1. Go to settings > calendar and CRM integrations.

  2. Click the 'Connect +' button next to Hubspot.

  3. A pop-up will appear from Hubspot prompting you to login to your profile.

  4. Once you have logged in, you will need to select which Hubspot profile you want to connect to Crikle. To choose a profile, click on the circle on the left of the company name followed by the 'choose account' button.

  5. You will now be prompted to grant Crikle access to your Hubspot account. Click 'connect app'.

  6. Verify you are not a bot by clicking through the prompt.

  7. You will now see in settings > calendar and CRM integrations that your Hubspot profile has been connected to your Crikle account.

Navigating Your Dashboard

Your 'My Calls' Dashboard is where you will be able to start a call or schedule a meeting. Below is how you can access and use your dashboard.

  1. Instant Calls: This is where you can start a call in a private meeting room. The URL for this meeting room will always be the same - share it with customers, paste it into your email signature - wherever you want customers to be able to contact you on the go.

  2. Schedule a Meeting: This is where you can schedule a meeting for later. You can either do this yourself, or click on 'send meeting scheduling link' to let your customer choose the date and time for your meeting together.

  3. Upcoming Meetings: This is where your scheduled meetings will appear.

  4. Archived Meetings: This Is where past meetings will appear. Please note: Only past scheduled meetings will appear here, not past instant calls.

  5. Library:

    1. Presentations: Here you can create a new presentation or open an already saved one. These can be used during calls and meetings to showcase relevant product or service information in the form of images, videos, maps, brochures and more.

    2. Checklists: Here you can create a new checklist or open an already saved one. Checklists can be used during calls and meetings to gather customer information. Any checklist information you input during a call can then be synced to the customer's profile in your connected CRM.

  6. Settings: This will take you to your account settings. From here you can do things such as set your call availability, connect your calendar and more.

Subscriptions and Upgrades

Here's how to manage your Crikle subscription or to upgrade your account.

  1. Go to Settings > Subscription Manager.

  2. Click "Upgrade".

  3. Here you can change your number of seats (I.e. how many of your team members are on your Crikle account) and/or your billing cadence.

  4. Click "Proceed to checkout".

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