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Calling and SMS Price Plans in Gridlex Zip
Gridlex Zip usage based calling and prices are based on a combination of factors. It is important to note that prices are subject to change based on different market conditions and locations. To view the detailed country specific information, please click here for this spreadsheet. Please refer to the table below for the pricing structure of US to US calls and SMS using Gridlex Zip: Calls Pricing: Location To Make Calls To Receive Calls United States & Canada $ 0.0140/ min $ 0.0085/ min (local numbers) United States & Canada - Toll Free $ 0.0140/ min $ 0.0220/ min (toll-free numbers) United States - Alaska $ 0.0140/ min United States - Hawaii $ 0.0140/ min Phone Numbers Pricing: Phone Number Type Phone Number Price / month Inbound Voice Price Inbound Trunking Price / min Local Calls $ 1.15 $ 0.0085 $ 0.0034 Toll-Free Calls $ 2.15 $ 0.0085 $ 0.013 SMS Pricing: Number Used Type To Send To Receive Local Numbers Inbound SMS Price / msg $ 0.0079 $ 0.0079 Toll-Free Numbers Inbound SMS Price / msg $ 0.0079 $ 0.0079 Local Numbers Inbound MMS Price / msg $ 0.0200 $ 0.0100 Toll-Free Numbers Inbound MMS Price / msg $ 0.0200 $ 0.0200 Other Details: Browser / App Calling $ 0.0040/ min (to make calls) $ 0.0040/ min (to receive calls) Call Recording $ 0.0025/ min $ 0.0005/ min per mo Answering Machine Detection $ 0.0075/ call Calls Per Second (CPS) 1 CPS/ Free How to use Calling Solution in Gridlex Zip? Step 1: Sign Up for Gridlex Zip 30-Day Free Trial To start your free trial, fill out the required information, including your name, email address, and desired password. Click "Sign Up" to complete the registration process and activate your free trial. Step 2: Receive $2 Credit in Your Gridlex Zip Wallet After successfully signing up, Gridlex Zip will automatically add $2 to your wallet, which can be used to avail the calling feature. Step 3: Buy a Phone Number Click on “Buy a Phone Number”. Browse the available phone numbers and choose the one you prefer. Note: If the cost of the selected number exceeds $2, you need to add more funds to your wallet. To add funds, navigate to the "Wallet" section and follow the prompts to deposit the required amount. Once you have sufficient funds, proceed to purchase the chosen phone number. Step 4: Start Making Calls In your Gridlex Zip account, go to the "Make & Receive Calls" section. Dial the phone number you wish to call by entering the number in the “Phone Number” field. Press the "Call" button to initiate the call. Now you can enjoy making calls using your Gridlex Zip account! If you encounter any difficulties or need assistance, feel free to reach out to us at apps@gridlex.com.
Published | Aug. 23, 2023, 8:30 a.m.
How to Manage Print Themes in Gridlex Sky?
Follow the steps below to learn how to manage print themes in Gridlex Sky Step 1: Log in to Gridlex Sky and click on the “Accounting & ERP” button located under the Sky section in the menu bar. Step 2: In the Accounting & ERP section, find the Settings option and click on it. Under Invoices/Bills/Transactions Section choose "Manage Themes." Step 3: In the Manage Themes section, you will see a list of predefined (Standard) templates. You have two options: To use a predefined template, simply select the one that suits your needs. To customize a template, choose the "Clone & Edit" option for the template you want to modify. Step 4: If you decide to clone and edit a template, you will be directed to the editing interface. Here, you can modify various aspects of the template, such as the layout, fonts, colors, and content. Make the necessary changes according to the specific requirements of your company. Step 5: Once you have finished editing the template to your liking, you have a few options: To publish the changes and make the modified template live, click on the "Publish" button. The updated template will now be applied to your print themes. If you're not ready to publish yet and want to save your progress, you can use the "Save" option. This allows you to come back and continue editing later. To preview how the changes will look before publishing them, click on the "Preview" option. This will show you a preview of the modified template, helping you ensure everything appears as desired. To reset the recently published version, click on the “Reset” option. By following these steps, you can effectively manage print themes in Gridlex Sky and customize them according to your company's specific requirements. If you need any help with any feature, data migration of your old accounting data, questions on Chart of Accounts (COA) or anything at all, just email apps@gridlex.com, and our team of expert accountants will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 23, 2023, 8:48 a.m.
How to Edit Saved Views in Gridlex Zip CRM?
Follow these steps to edit your saved views: Step 1: Log in to the Gridlex App Suite and click on 'Contacts,' which is located under the Zip section in the navigation menu. Alternatively, if you want to edit a saved view, you can navigate to the specific page where the view is stored. Step 2: Locate the dropdown menu near "Saved View." Click on the dropdown and select the specific view you want to modify. Step 3: After selecting the view you want to display, find the “Edit View” button. Click on it to initiate the editing process. Step 4: This is the stage where you can make required changes to the saved view, such as altering the name, sharing it with specific units, and more. After making the necessary adjustments, click on “Edit and Save.” If you want to delete the existing view, you can do so by selecting the delete option. Note: If you want to create a new saved view from an existing one, you can click on the “Save as New” button. You have successfully edited a saved view in Gridlex Zip CRM. The process is now complete, and you can utilize the modified view as needed. Important Points to Consider Users cannot “edit and save” the Saved Views on the Tickets List Page. Saved views can be edited and saved on the Call Inbox Page, Contacts Page, & Organizations Page. Be mindful of the permissions and units with whom you are sharing the view to ensure it aligns with your organization's policies and procedures. By following this guide, you can easily manage saved views to suit your specific requirements, enhancing efficiency and collaboration within your team.
Published | Aug. 24, 2023, 11:33 a.m.
A2P 10DLC Approval for Using Gridlex SMS Text Feature
What is A2P 10DLC? Application-to-Person (A2P) 10-Digit Long Code (10DLC) refers to a new standard set by telecom carriers in the United States for all business-to-customer text messaging. This system provides businesses with a designated 10-digit phone number for sending automated or bulk messages to their customers. Here's a bit more detail on each component: A2P (Application-to-Person): This refers to the automated sending of messages from an application to individual phone numbers. This could be for purposes like marketing, notifications, reminders, or two-factor authentication. E.g., a bank using A2P 10DLC to send transaction alerts to customers. 10DLC (10-Digit Long Code): Traditional short codes used for mass texting are typically 5-6 digits long. A 10DLC is a regular 10-digit phone number that has been registered and approved for bulk messaging. Why was A2P 10DLC created? A2P 10DLC was created to help regulate and improve the delivery of A2P SMS messages in the United States. It's an initiative within the telecommunications industry to create a more secure and transparent environment for business messaging. Here are some of the key reasons why A2P 10DLC was introduced: Improved Delivery: The A2P 10DLC system allows businesses to send messages through a more direct and controlled route, leading to better delivery rates and customer experiences. Spam and Fraud Reduction: By registering 10DLC numbers, carriers have more information on the sender, which helps in identifying and preventing spam, phishing, and fraudulent messages. This creates a more secure environment for both the sender and receiver. Compliance with Regulations: Implementing A2P 10DLC helps in adhering to various regulatory requirements, including the TCPA (Telephone Consumer Protection Act) in the United States. This allows businesses to send messages in a compliant manner. Cost-Efficient: A2P 10DLC allows businesses to send messages at a lower cost compared to using short codes, making it an attractive option for small and medium-sized enterprises. Branding: With a 10-digit number that can be associated with a business, it's easier for recipients to recognize and trust the sender. This can lead to better engagement and conversion rates for businesses. Overall, A2P 10DLC was created to facilitate a more secure, efficient, and transparent messaging ecosystem for businesses, carriers, and consumers, helping to maintain the integrity of the A2P messaging channel. It enables businesses to communicate with their customers more effectively while complying with regulations and ensuring a higher quality of service. Who needs to register for A2P 10DLC? Any entity or individual that intends to send SMS/MMS messages over a 10DLC (10-digit long code) number from an application to recipients in the United States must complete the registration process for A2P 10DLC. Carriers categorize all SMS traffic originating from Gridlex as being sent from an application. As a result, anyone utilizing a 10DLC number through Gridlex to transmit SMS messages to the US is obligated to go through the registration procedure. Note: It is essential to note that Toll-Free numbers and shortcode numbers operate outside the A2P 10DLC system and remain suitable for messaging end-users in the United States. Registering for A2P 10DLC offers several benefits, including reduced message filtering and increased messaging throughput. Conversely, customers who send messages from a Gridlex 10DLC number without completing the registration will incur additional carrier fees for sending unregistered traffic. How do I get registered? The registration process for A2P 10DLC can be accomplished by filling out this form, here. What information will you require from me to be registered? The information required for 10DLC registration includes your business details (such as legal name, address, and tax ID), your anticipated messaging volume, and the intended use case (e.g., marketing, alerts, 2FA, customer service). Additionally, you'll need to provide details about your messaging content. A2P 10DLC Campaign Approval Requirements Once you submit your information, Gridlex and its telephony and SMS partner will evaluate the application for approval by a third-party board called Campaign Registry. To ensure successful approval of your data, certain criteria must be met. Note: Please be aware that occasionally campaigns may be rejected. In such cases, you will need to resubmit your information, and each resubmission will incur an additional fee. How to ensure campaign approval? To ensure campaign approval in A2P 10DLC (Application-to-Person 10 Digit Long Code), you should follow the guidelines and best practices set forth by the carriers and the Campaign Registry. The process may vary slightly depending on the specific requirements of each carrier, but here are some general steps to increase your chances of getting your campaign approved: Use a Legitimate Business Use Case: Ensure that your campaign serves a legitimate business use case and adheres to the carrier's guidelines. Avoid any deceptive or spammy practices that may lead to rejection. For example., XYZ.Inc uses SMS to send transactional messages related to important updates and reminders to its customers. These messages include order confirmations, delivery updates, and appointment reminders. XYZ.Inc ensures that each message is relevant to the recipient and improves their overall customer experience. Comply with Regulations: Make sure your campaign is compliant with all relevant regulations, such as TCPA (Telephone Consumer Protection Act) and CTIA guidelines. Respect opt-in and opt-out requests and only message users who have consented to receive your messages. Use a Recognizable Sender ID: Choose a recognizable and consistent sender ID that clearly represents your brand or business. Avoid using shortcodes or random numeric sender IDs. Provide Clear Opt-Out Instructions: Include clear opt-out instructions in all your messages, and ensure that recipients can easily unsubscribe from your campaigns. Content Review: Review your message content to ensure it is appropriate, non-misleading, and relevant to the recipient's expectations. Avoid using excessive capitalization, symbols, or misleading language. Volume and Throughput Management: Gradually increase your message volume and throughput as you build a positive reputation with the carriers. Sudden spikes in messaging can trigger suspicion. What is OPT-IN and OPT-OUT process? OPT-IN and OPT-OUT processes refer to the procedures through which end-users can choose to either consent to receiving messages from a specific brand or application (OPT-IN) or request to stop receiving messages (OPT-OUT). These processes are crucial for maintaining compliance with messaging regulations and ensuring that users have control over the messages they receive. OPT-IN: The OPT-IN process involves obtaining explicit consent from the recipient before sending them A2P messages. This consent can be in the form of the user voluntarily subscribing to a service, texting a specific keyword to a shortcode, or any other method that clearly indicates their willingness to receive messages from your business. Example: Let's say you run a retail store and want to send promotional offers to your customers. To collect OPT-INs, you might run a marketing campaign like this: "Text 'JOIN' to 12345 to receive exclusive deals and discounts from XYZ Store. Msg&Data rates may apply. Reply STOP to opt-out." When a customer texts 'JOIN' to the shortcode 12345, they have provided explicit consent (OPT-IN) to receive promotional messages from XYZ Store. OPT-OUT: The OPT-OUT process allows recipients to stop receiving A2P messages whenever they want. This process should be effortless and immediate for the user. When a recipient texts a specific keyword, such as 'STOP,' 'UNSUBSCRIBE,' or 'QUIT,' the system should immediately stop sending them any further messages. Example: Following the earlier example, if a customer wants to stop receiving promotional messages, they can text 'STOP' to the same shortcode 12345. Once the system receives the 'STOP' message, it should immediately remove the customer from the messaging list and acknowledge their OPT-OUT request. What happens after registration? Post A2P 10DLC registration, once your campaign use case is approved, you will be assigned a trust score based on your company's credibility as perceived by carriers. This score will determine the maximum number of SMSs you can send per day per carrier. If you exceed this threshold, your messages may fail to deliver. To maintain a high trust score and ensure smooth SMS delivery, it's essential to adhere to the following guidelines: Opt-in Compliance: Ensure that you only send SMS to customers who have explicitly opted in to receive messages from your company. By doing so, you can keep your opt-out rate low, which is crucial. A high opt-out rate suggests to carriers that you are sending unsolicited, or cold SMS, which is against regulations. If you plan to use SMS for cold outreach, make sure to obtain consent from the recipients through email or phone calls before sending any messages. If your account is flagged for having a high opt-out rate, it could be suspended unless you provide proof of opt-in for a random selection of leads that the affected carrier picks. Minimize High Failure Rate: Prior to importing your contact list to Gridlex and initiating SMS campaigns, use third-party sites to validate the contacts. This step helps you avoid sending SMS to landline numbers, which is considered a signal of spam messages without proper consent. Having a high error rate due to sending messages to invalid numbers or landlines will significantly lower your trust score and may affect SMS delivery success. Conclusion A2P 10DLC is a vital component for businesses that engage in mass messaging. The process of registration, adherence to carrier guidelines, and maintaining an ethical opt-in and opt-out system are essential. By following the prescribed methods, businesses can effectively use A2P 10DLC for a variety of communication needs.
Published | Aug. 23, 2023, 8:38 a.m.
How to Use Call Recording Feature in Gridlex Zip?
Step 1: Log in to your Gridlex App Suite account. Step 2: After logging in, navigate to the Inbox & Omnichannel module and click on “Call Settings”. Step 3: In the Call Settings section, click on “Create New Message”. Step 4: Use the provided feature to record or upload the desired voice. For example, you can record a voice message stating, "This call may be used for training and quality purposes." Step 5: After recording or uploading the tone, click on the "Finish recording" button. Review the recording and ensure it meets your requirements. Once satisfied, submit the recording by clicking on the appropriate button. If you want to record the voice message again, click on “Discard” and create a new voice record. Step 6: Navigate back to the "All Voice Messages" section. Locate the recorded file you just submitted. Fill in all the required fields for the call recording. Select the inbox where you want this call recording to play, select the connection where you will utilize this recording and then click on the "Call Recording" option. Double-check that all the fields are filled correctly. Step 7: Once you have filled in the required fields, click on the "Submit" button. This will activate the call recording feature. From now on, the recorded message will play each time you connect with a prospect. You can repeat these steps to activate the voicemail feature as well by creating a separate voice message for voicemail and configuring the necessary settings. Remember to save any changes and ensure that the recorded messages and settings are configured correctly before using the call recording and voicemail features in Gridlex App Suite.
Published | Aug. 23, 2023, 8:42 a.m.
How to Edit Unit Permissions in Gridlex App Suite?
Follow the below steps to edit unit permissions in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Select the unit you want to add users for. Step 4: Click on the “MDM - Permissions” tab. Step 5: Add permissions for all the sections by checking the checkboxes. Once done, click “Save.” Note: By default, these permissions are enabled only for enterprise admins. So, be extremely cautious while giving these exclusive permissions to units. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:03 a.m.
How to Add Units in Gridlex App Suite?
Follow the below steps to add units in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Click on “Add Unit” from the menu bar. Step 4: Choose the entity, unit type, and unit status from the dropdowns. Add the unit name, active status date, and description. Note: If you do not have any unit types, refer to this help doc to add unit types. Step 5: Scroll to the “Map Unit to Apps” section and select the checkboxes next to the apps you want the unit to access. Select the super admin checkbox only if you want the unit to have complete access to the app without any restrictions. Note: Super admin access provides extensive privileges, so exercise caution before giving this access. Step 6: Next, select the parent unit for the unit you are adding. In case the unit isn't part of any other unit, you can skip this step and click “Add.” Note: If you don’t select a parent unit for the unit you are adding, it will be automatically added as a parent unit. Your unit is created, and you can view it under the “Units” tab. You can edit the unit whenever needed by clicking on the unit and then clicking on “Edit Unit” tab. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:02 a.m.
How to Map Users to Units in Gridlex App Suite?
Follow the below steps to map users to units in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Select the unit you want to add users for. Step 4: Under the “Map Users” section, search for the user you want to map to the unit, select them and click “Add.” Step 5: Once you have added all the users, click “Map.” If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:04 a.m.
How to Change and Reset Your Password in Gridlex App Suite?
How to change Your Password in Gridlex App Suite? Follow these steps to change your password on Gridlex App Suite. Step 1: Go to the Gridlex app suite login page and login to your Gridlex account with your current password. Step 2: Hover over your account name at the top right corner. You will see the 'Change Password' option. Click on it. Step 3: Now, enter your current password and the new password, and confirm it. Once you’re done, click on “Change Password.” Your password will be changed, and you can use the new password to log in. How to Reset Your Password in Gridlex App Suite? Follow these steps to reset your password on Gridlex App Suite. Step 1: Go to the Gridlex app suite login page and click “Forgot Password? Click here to reset your password.” Step 2: Enter your registered email address and click “Send Reset Password Link to My Email.” Note: If you don’t have an email address or can’t remember your email address, please contact your organization’s administrator. Step 3: Check your email inbox for a password reset link. Check your spam folders if you can’t find the email in your inbox. Step 4: Now open the email and click on the “Click Here” link. Step 5: You will be redirected to the password creation page. You can now create a new password. Enter the new password, confirm it, and click “Reset Password.” Step 6: Now login with the new password that you just created. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:07 a.m.
How to Create Custom Objects in Gridlex App Suite?
Step 1: Log in to your Gridlex App Suite account and click the ‘Enterprise Admin Settings’ option under the Enterprise Admin tab. Step 2: Click ‘objects’ under the Settings section. Step 3: Click ‘Add New Object.’ Step 4: Name the custom object and give it an optional description. Step 5: Select the entity with which you want to associate the custom object. Step 6: Right below the save button, you have to map which entities will have access to the custom object. Step 7: Click ‘Save’ once you have selected the entities. How to Manage Fields in the Custom Object? Step 8: Click on the custom object you just created. Step 9: Click ‘Manage Contract Details Fields’. Note: “Contract Details” here refers to the name of the custom object you created. Step 10: Select the custom fields you want to add to the custom object. Once you’re done, click ‘Save.’ Note: If you want to add custom fields, please refer to this guide: How to Create Custom Fields in Gridlex App Suite? How to Manage Custom Object Permissions? Step 11: Click ‘Manage Contract Details Permissions.’ Step 12: Select the units and the type of permissions you want to map. Click ‘Save’ once you’re done. How to Edit Custom Fields? Step 13: Click ‘Edit’ on the corresponding custom object in the List of Objects page. Step 14: Edit the details as required, and click ‘Save’ once you’re done. How to Arrange Custom Fields Order? Step 15: Click ‘Arrange Custom Fields Order’ on the List of Objects page. Step 16: Enter the order in which the custom fields appear. The numbers under the Order column represent the order in which they appear. Congratulations! You have now learned how to create a custom object in Gridlex App Suite. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:01 a.m.
How to Add Unit Types in Gridlex App Suite?
Follow the below steps to add unit types in Gridlex App Suite. Step 1: Log in to your Gridlex App Suite account and click on the "Enterprise Admin Settings" option under the Enterprise Admin tab. Step 2: From the left navigation bar, select “Units.” Step 3: Click on “Add Unit Type” from the menu bar. Step 4: Now, add the unit type name and description. The unit type ID is auto-generated and the enterprise is added by default. Once done, click “Add.” Your unit type is created and you can view it under “Unit Types” tab. If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:03 a.m.
What are Standard Fields in Gridlex Zip?
Welcome to our tutorial on standard fields in Gridlex Zip. Like the backbone of any great system, Gridlex Zip comes with a set of predefined data fields, called 'standard fields'. These fields are crafted to capture crucial client data seamlessly, ensuring you maximize your relationship management capabilities. In this short guide, we'll delve into what these fields entail within Gridlex Zip. Viewing Standard Fields: Step 1: Log in to the Gridlex App Suite and click ‘Enterprise Admin Settings’ under the Enterprise Admin section. Step 2: Click ‘Fields’ under the Settings section. Step 3: You can view all the standard fields that exist in Gridlex Zip on this. You can also search by typing on the search bar on the top right. Standard Fields are used in modules such as Contract Templates, Ticket Templates, Contacts, Organizations etc. Please refer to the following guides: How to Add a New Contact in Gridlex Zip? How to Create a Contract Template in Gridlex Zip? How to Create a Ticket Template in Gridlex Zip? If you need any help with any feature, data migration of your old data, or anything at all, just email apps@gridlex.com and our team will be here to help you. Remember, that one of Gridlex’s core values is Customer Success. We want you to be successful.
Published | Aug. 31, 2023, 10:07 a.m.