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A Step-by-Step Guide to Connecting Your Stames Account to Business Email to Receive Customer Emails Using Postmark

September 1, 2023

In today’s fast-paced business landscape, effective communication with your customers is paramount. Whether it’s responding to inquiries, addressing feedback, or handling complaints, a seamless email integration can significantly enhance your customer service capabilities. In this guide, we’ll walk you through the process of connecting your Stames account to your email system, using Postmark as our example, to efficiently manage customer interactions.

Step 1: Sign Up and Set Up Your Postmark Account

  • If you haven’t already, visit the Postmark website (postmarkapp.com) and sign up for an account.
  • Complete the account setup process, including email verification and configuration of your sender details.

Step 2: Gather Necessary Information

  • Log in to your Stames account, where you’ll access the settings or integration section.
  • Identify the specific email integration feature you wish to set up. This could include a general support email, an email for feedback and complaints, or any other email-based customer interaction channel.

Step 3: Configure Your Postmark Account

  • Access your Postmark dashboard and navigate to the “Server” section.
  • Create a new or use the default Inbound Server in Postmark, which will serve as the dedicated email channel for your Stames account.
  • Click on the Inbound Stream you just created and then on “Setup Instructions” tab.
  • On “Webhook”, enter the Postmark webhook endpoint: https://www.stamesoft.com/channel/v1/postmark/, then click on “Save changes”.
  • Copy and save the server’s inbound email address. Example: e073db273527378e3f177d043e7b17d1e@inbound.postmarkapp.com

Step 4: Configure Your Stames Account

  • Return to your Stames account settings and the integration settings.
  • Click on Channels & Apps tab and then on Postmark Inbound Mail to popup a dialog box.
  • Go to Postmark integration dialog box on Stames integration page to paste into Postmark Inbound Email Address field.

NOTE: To be able to connect your business email for inbound mails, you must first setup that email for outbound mails.

Step 6: Add Postmark Inbound Email Address to Forwarding List

  • Log into your business domain email and add your Postmark Inbound Email Address to your mail forwarding list. Click “Save changes”. You ‘re now all set.

Step 6: Test the Connection

  • Before finalizing the setup, it’s crucial to test the connection to ensure seamless email communication.
  • Send a test email from your any email account to the designated email address associated with your Postmark server.
  • Check your Postmark dashboard to confirm that the test email was received successfully.
  • Log into your Stames software module, then go to the Manage Requests page to access the test email.
  • Click on Reply and send a test response to the test email sender. Check your test sender email to see the response.

Screenshot of how email response appears to customers from Stames software.

Step 7: Automate Responses and Routing

  • To streamline customer interactions, consider setting up automated responses and routing rules within your Stames account.
  • Automated responses can acknowledge receipt of customer emails and provide initial information or instructions.
  • Routing rules can direct emails to the appropriate team or department.

Step 8: Monitor and Optimize

  • With your email integration in place, regularly monitor your email channel for incoming customer inquiries, requests, feedback, and complaints.
  • Gather data on response times, customer satisfaction, and common issues to continually optimize your customer service processes.

Step 9: Train Your Team

  • Ensure that your customer service team is well-trained in using the integrated email system.
  • Provide guidelines for responding to different types of customer emails and empower your team to resolve issues effectively.

Step 10: Maintain Security and Compliance

  • Pay careful attention to data security and compliance with regulations like GDPR when handling customer emails.
  • Implement encryption and data protection measures to safeguard sensitive customer information.

By following these steps, you can seamlessly connect your Stames account to email, allowing you to receive and manage customer emails, requests, queries, feedback, and complaints efficiently. This integration enhances your customer service capabilities, ultimately leading to improved customer satisfaction and loyalty.

Articles, Featured, How to

A STEP-BY-STEP GUIDE TO CONNECTING YOUR STAMES ACCOUNT TO FACEBOOK BUSINESS PAGE

August 3, 2023

Are you looking to streamline your customer service and efficiently manage inquiries and requests from your Facebook Business Page? Connecting your Stames account to your Facebook Business Page is the perfect solution. With a few simple steps, you can seamlessly integrate the two platforms and enhance your customer service capabilities. Let’s walk through the step-by-step process to get you started:

Step 1: Log into Your Stames Subscription Account
To begin, log into your Stames subscription account (https://www.stamesoft.com/signin) using your registered credentials. Ensure you have administrative access to both your Stames and Facebook Business Page accounts for a smooth integration process.

Step 2: Access Integration Settings Page
Once logged in, navigate to the integration settings page within your Stames account. Look for the “Channels and Apps” tab to proceed with connecting your Facebook Business Page.

Step 3: Click on Facebook Messenger
In the “Channels and Apps” tab, locate and click on “Facebook Messenger.” This action will open a dialog box with options related to integrating your Stames account with your Facebook Business Page.

Step 4: Connect with Facebook
Within the dialog box, click on the “Connect with Facebook” option to initiate the Facebook authentication process. This step will ensure the secure connection between your Stames account and Facebook Business Page.

Step 5: Log into Facebook
After clicking “Connect with Facebook,” you will be prompted to log into your Facebook account. Please provide your Facebook login credentials to proceed with the integration process.

Step 6: Choose Business Page
Upon successful login, you will have the option to choose the specific Business Page you wish to connect to your Stames account. Select the relevant Business Page from the list presented to finalize the integration.

Step 7: Redirect to Stames
After selecting the Business Page, you will be automatically redirected to your Stames account. Congratulations! Your Stames account is now successfully connected to your Facebook Business Page.

Testing the Integration:
To ensure the successful integration, conduct a quick test by sending a test message from your Facebook account to the Business Page connected to Stames. Follow these steps:

  1. Log back into your Stames software account.
  2. Access the “Manage Requests” section, where you will find a comprehensive list of all inquiries, requests, orders, feedback, complaints, and more.
  3. Locate the test message within the list and click on it to access its details.
  4. To respond, click on the “Reply Message” option within Stames.
  5. Check your Facebook account to access the response from Stames.

Connecting your Stames account to your Facebook Business Page opens up new avenues for efficient customer service and inquiry management. By following this step-by-step guide, you can seamlessly integrate the two platforms, empowering your business to deliver exceptional customer experiences and achieve higher levels of customer satisfaction. Embrace the power of Stames and elevate your customer service to new heights!

Articles, Featured, How to

A STEP-BY-STEP GUIDE TO GENERATING A WHATSAPP PERMANENT TOKEN

August 3, 2023

WhatsApp has become a powerful tool for businesses to connect with their customers. By integrating WhatsApp with Stames, you can enhance your business’s communication capabilities. One essential step in this process is generating a WhatsApp permanent token, which allows you to access WhatsApp’s APIs and utilize advanced features. In this article, we will guide you through the process of generating a WhatsApp permanent token via developers.facebook.com and Meta Business Suite.

Step 1: Access the Developers.Facebook.com Platform

To begin, navigate to developers.facebook.com and log in with your Facebook account credentials. Ensure that you have the necessary permissions to manage the Facebook Page associated with your business.

Step 2: Create a New App

In the dashboard, click on “My Apps” and then “Create App” to start the app creation process. Provide a unique name for your app, select the appropriate purpose, and click on “Create App.”

Step 3: Add WhatsApp as a Product

Once your app is created, go to the “Products” section on the left-hand side of the dashboard and click on “Set Up” under the “WhatsApp” product.

Step 4: Configure WhatsApp Settings

In the WhatsApp settings, you will need to provide some details, including a Display Name for your business, a Business Profile, and a Privacy Policy URL. Fill in the required information accurately and click on “Save.”

Step 5: Verify Business and Phone Number

WhatsApp requires your business and phone number to be verified before you can proceed. Follow the verification process outlined on the developers.facebook.com platform. This typically involves entering a verification code received via SMS.

Step 6: Enable Webhooks

Since Stames has already set up a webhook, proceed by filling the callback URL field with https://www.stamesoft.com/channel/v1/whatsapp/ and verify token field with stames. Webhooks enable real-time communication between Stames and WhatsApp, ensuring seamless integration.

Step 7: Generate a Permanent Token

See the second video below on how to generate permanent tokens.

Step 8: Store and Safeguard Your Permanent Token

Once you have generated your permanent token, make sure to securely store it. Treat it as confidential information and avoid sharing it openly. Leaking or misusing your token could compromise the security and integrity of your WhatsApp integration.

Step 9: Utilize the Permanent Token

Go to Stamesoft.com and access the “Integration Settings” page and then choose “Channels & Apps”. Launch the Whatsapp dialog box and click on “Connect Whatsapp”. Fill the form fields with your generated permanent token, Whatsapp Business Account ID, Facebook email, phone number and more. Click on “Submit” to complete the process.

Generating a WhatsApp permanent token via developers.facebook.com and Meta Business Suite is a crucial step in unlocking the full potential of WhatsApp for your business. By following the steps outlined in this article, you can establish a secure and reliable connection between your application and WhatsApp’s APIs. Remember to handle your permanent token with care and adhere to best practices for data security. With this token, you can enhance your communication strategies and provide exceptional customer experiences via Stames.

Articles, How to

How to easily embed a simple contact form into your website using Stames

July 19, 2022
Note: This article applies to software modules created under the Entry plan. Stames contact forms have predefined fields that can easily be customized. If you are looking to process custom fields, try using the Stames API. Learn more here.

Wondering why you need a contact form on your website? Why not just publish an email address instead?

Making a contact form sounds like hard work, but it’s easy with Stames. And a Stames contact form is actually vital if you want to grow your business.

What is Stames Contact Form?

A Stames contact form is a short web-based form that can be published on a website. Any visitor can fill out the form and submit it to send a message to the site owner(s).

Behind the scenes, a contact form triggers Stames to converts customer data into tickets and send to chosen department or default department connected to the contact form. Notifications are then sent to the email inbox of site owners and their teams and if enabled, an automated response is sent to customer’s email address to acknowledge receipt.

This lets you get messages from visitors easily without revealing your email address to spammers. Installing Stames contact forms in your website is as simple as copying a piece of code and embedding in the HTML code of your website.

If you have your own contact form and would like to process more complex custom data into your Stames module, the Stames API is able to easily help you achieve that. Learn more about Stames API here.

Why Is It Important?

Let’s finally try to understand how Contact forms are important for your online business and why it is an absolute necessity for you to include one on your website

It helps you generate more leads
When a visitor is going through your websites’ products and services, it is considered to be the right time to collect their details. It will eventually help you create your email list.

Customizable to suit your needs
The Stames web widget are highly customizable. From changing the color and side text of the widgets, form etc to hiding some optional form fields. For example: a user can hide the issue category form field by setting a default department or issue category for the widget. One can also hide priority, phone number form fields etc.

Keep Track of Inquiries
As your business grows, you’ll constantly get more and more inquiries from your website.

How will you keep up?

Stames modules allows users with admin credentials and staff with access to tickets in various departments to track all customer requests/issues. You would be able to track how long the resolution process takes for staff assigned to particular tickets and what is being communicated to the customer in real time.

It makes you more reachable
You can’t be available on your phone number 24*7, and you also cannot afford to lose your potential customers. Thus, contact forms play a vital role in the visitors believing that they can reach you anytime.

Provides convenience to your visitors
Having a contact form makes it easier for the visitors to have a conversation with you. They don’t have to worry about emails when contacting is just a click away.

Gives you assembled information
When customers send you to message on email, they may miss out on a lot of information like phone number or order number. In contact forms, you can mention the fields according to your needs and audience and make it mandatory for them to fill.

Delegate Tasks to Your Team
Most contact forms let you send email notifications. Stames however send email notifications and customer data to the right people in the department that is connected to the form submission.

Offer Support to Customers
Most businesses offer some kind of customer support or tech support. And your contact form is just 1 of the ways customers can get in touch. Wouldn’t it be great if you customized the form and help them out faster? With Stames contact form, customer data submission are converted into a support tickets that can be accessed easily via a software module.

Make Quoting Easier with File Uploads
Did you know that you can accept uploads through your contact form? Stames lets visitors attach files to contact form submissions. For example, if you need to assess files or documents before sending quotes to customers, you can add a file upload field to Stames contact form. That way, you can quickly get all of the information you need to produce an estimate without extra admin.

Automate Email Responses
Stames contact form does not only make things easier for only visitors but saves your time a lot as well. When a user contacts you through your website, wouldn’t it be nice to let them know that you received their message? Stames contact form turns this email response process into a piece of cake.

After a visitor submits a form, while you get an email notification, Stames automatically sends an automated email to the visitor to acknowledge receipt of message. Automated responses can be configured via a subscription account and can be turned on or off for each Stames module.

Secure Your Website
One of the most important reasons to have a Stames contact form on your website is to reduce spam and keep your website secure. You might think that after all, if your website visitor will want to contact you, he or she can simply write an email. However, when you put only your email address on your contact us page, you’re more likely to get undesired emails.

A contact form saves all your time and energy from clearing these out. This way, you have more control over all the messages you get. Some bots crawl the internet looking for exposed email addresses. Any email address that they find may end up in the hands of spammers. Stames contact form helps you keep a very secure layer around your website because it constantly works by filtering spams that get in your way!

To easily embed a Stames contact form:

  1. In the Stames subscription account, go to Account Settings > Integration Settings > Contact Form for the software module in question.
  2. On the Contact Form settings page, scroll down to the bottom and click on Embed Code button.
  3. This would bring up the pop up dialog box that contains the iFrame code snippets that can be embedded in any section of an HTML code.
  4. Copy and paste the code into the appropriate sections of your website HTML.
  5. Save the website HTML code and voila your contact form is properly installed.

To configure your contact form on your website:

  1. In the Stames subscription account, go to Account Settings > Integration Settings > Contact Form for the software module in question.
  2. On the Contact Form settings page, you can change the background theme of the contact form. That means if the background theme of the page you are embedding the contact form is dark then the background theme must be changed to dark and if its light, then the background theme must be changed to light .
  3. Choose from any of the form template available and scroll down to the button of the page and click Preview Form button to preview the form looks and active fields.
  4. Show or hide form fields like issues category (department) field, phone field or priority field.

Check out Tutorial video

Articles, How to

How to install & configure a free Stames Web Widget on any website

July 17, 2022
Note: This article applies to software modules created under the Entry plan. Stames web widgets are free to use and are functional even if software module expires or closes. Note however that customer data are processed to email address for closed software modules.

A website is the most essential part of a business online presence. It’s how one present their business to potential customers. So it’s very important that a website is as good as it can possibly be. A lot of factors go into this: the design, the functionality, the content posted, and more. And it’s the business job to constantly improve on them. But overhauling the entire website every week is not exactly a good solution. Instead, one should look into the advantages of using website widgets. Web widgets can help add almost anything to a website, from a simple event calendar to tools for processing customer requests and data online. But what exactly is Stames web widgets? And why should you use them?

What is Stames Web Widget?

A web widget is a web page or web application that is embedded as an element of a host web page but which is substantially independent of the host page, having limited or no interaction with the host. Stames web widgets fulfill a wide variety of purposes and provide users with the best possible experience. It helps businesses easily install, configure and process vital customer information and data including requests, queries, feedback, complaints, claims and much more.

After sign up for the Stames service, a provisioned JavaScript code snippets are automatically generated.

There are two types of widgets: call-to-action and one-click. Call-to-action widgets when clicked prompts user to take some specified action which includes filling a form to send a request, making a call to the customer service hotline or visiting the support center/helpdesk of the business. One-click widgets on the other hand when clicked pops up a form for the user to submit a request etc to the business.

Major advantages of using website widgets

So why are Stames web widgets great tool for modern business and website?

Free, quick, and easy to install
One of the best things about Stames web widgets is that they are quick and easy solutions that actually work. Adding a Stames web widget is nothing like installing new company software or even changing the theme of your WP website. Stames web widgets are not big modifications to your website. They won’t require any downtime and you don’t even need to put your website in maintenance mode to install them.

Instead, you can add them to your website very quickly and easily. Better yet, they are immediately available for use. Finally, Stames web widgets are FREE. So you don’t even have to pay for all the benefits they bring!

Customizable to suit your needs
The Stames web widget are highly customizable. From changing the color and side text of the widgets, form etc to hiding some optional form fields. For example: a user can hide the issue category form field by setting a default department or issue category for the widget. One can also hide priority, phone number form fields etc.

Enhance website functionality
The biggest advantage of using Stames web widgets is, of course, what they add to your website. The web widget instantly automates customer service and tech support, making them faster and leaving you and your employees with more time to focus on other things.

Drastically improve user experience
The whole point of using widgets is to make your website more appealing to your users. By adding Stames web widget, you’ll improve their experience. Depending on the type of widget you choose, you can provide them with more information, let them interact with the website, make it easier for them to resolve issues on their own, and more. And any digital marketing agency will tell you that user experience is one of the most important things to work on. Plus, it sets you apart from other websites of similar businesses that don’t use widgets.

Increase engagement and conversion
Stames web widgets are interactive. This is definitely a benefit because engagement leads to more time spent on a page. And the more time people spend on your website, browsing your content, the more opportunity you have to convert them.

To install your web widget on your website:

  1. In the Stames subscription account, go to Account Settings > Integration Settings > Web Widget for the software module in question.
  2. On the Web Widget settings page, scroll down to the bottom and click on Embed Code button.
  3. This would bring up the pop up dialog box that contains the Head tag and Body tag code snippets for both call-to-action and one-click web widgets.
  4. Copy and paste the code into the appropriate sections of your website HTML. Head tag code snippet must be placed before the </head> tag and Body tag must be placed before the </body> tag of the HTML code.
  5. Save the website HTML code and voila your web widget is properly installed.
Note: Please note that some frameworks like worpress already have jQuery library installed and thus doesn’t require you to add the jQuery script that comes with Stames to the end of body tag. Simply update wordpress jQuery library (in the case your are using wordpress site) using a plugin for the widget to function properly.

To configure your web widget on your website:

  1. In the Stames subscription account, go to Account Settings > Integration Settings > Web Widget for the software module in question.
  2. On the Web Widget settings page, you can change the color theme of the widget by editing the theme field and replacing the color with the options you see or simply type in your preferred hex color code.
  3. Change the text besides the web widget to whatever text you want by editing the Side Label field..
  4. Change the notification email address to your preferred email address to receive copies of all mails coming from the web widget. Please note that, the email address you provide shall serve as the only channel to receive requests when your software module expires or closes as you would be unable to login or access the software module until it’s renewed.
  5. Show or hide form fields like issues category (department) field, phone field, priority field or whether to enable or disable file uploads.

Check out Tutorial video

Articles, How to

How to create a partner subscription Account

July 6, 2022

The Strategic Solution Partnership is a program created in early 2021 that enables Stames to Partner with business and freelance professionals to provide quality services to our global customers. There are 2 main components of the SSP which includes Sales Solutions Partners and Technical Solutions Partners.

Sales Solutions Partners are basically entrepreneurs, business consultancies, sales and marketing executives, customer experience specialists etc that can help onboard new clients and manage accounts of existing clients. Technical Solutions Partners are typically freelance web developers and companies that can provide technical solutions to our customers needs. Creating a partner subscription account typically applies to Sales Solutions Partners.

To create a partner subscription account:

  1. From the Stames website homepage, click on Get Started button on the header area or simply visit this link.
  2. On the pricing page, choose a subscription plan for the default module to start a free trial of the software that comes with creating the subscription account.
  3. Provide your email address on the Let’s Get Started page. Make sure the email account is active as you would be required to verify the account once registration is complete.
  4. Secure your account by inputting your preferred password on the next page.
  5. Fill in your first name, last name and all other required fields on the Personal Information page.
  6. On the company page, you would be required to provide information about your organization and the 8 digit partner ID you got after completing your Strategic Solutions Partnership application process. Please note that the partner ID is required to be able to create a partner subscription account. If you proceed without entering your partner ID, you would end up with a corporate subscription account.
  7. Enter the details of the default module you are creating. The name you choose for the module is typically used following .mystames.com as the default URL for the software module (eg. example.mystames.com).
  8. After submission, verify your email account and you ‘re all set.
Featured, How to

How to embed iframe in html

November 13, 2020

An iframe or inline frame is used to display external objects including other web pages within a web page. An iframe pretty much acts like a mini web browser within a web browser. Also, the content inside an iframe exists entirely independent from the surrounding elements.

The basic syntax for adding an iframe to a web page can be given with:

<iframe src="URL"></iframe>

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Featured, How to

Here’s how to get Started with stames

October 7, 2020

Stames is a powerful software which is super packed with awesome features and tools that allows businesses and enterprises to provide support as it relates to leads management, asset management, task management, building effective customer relationship and much more.

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