OneBox Documentation

This internship is for 2-3 days so that everyone can understand the basics of OneBox, how to set it up and how different parts interact with each other. Just step through the internship steps and you'll end up with the basics of OneBox, why OneBox is a business software builder and what its real strengths are. You can find more detailed tutorials on our official website YouTube channel

Install the cloud OneBox and activate it

  1. Visit the site /ru/ ;
  2. Fill out the form on the main page https://i.imgur.com/ax5hPqP.png ;
  3. Please wait for the download to finish https://i.imgur.com/U0TOr8Q.png . After the download finishes, you are You will be redirected to the OneBox login page;
  4. Additionally, you will receive an email with permissions so you don't lose them;
  5. Please fill in your login details and press “Login” https://i.imgur.com/pZEhifR.png , after which the system is ready for use and you can customize it.

Check out the basic elements of the OneBox

OneBox - this is a constructor that consists of a lot of functions, which in turn divided into sections. Among all the sections, the following can be distinguished:

  • Contacts and Events.
  • OneBox will allow you to form a customer base, split them into the desired groups, view statistics on clients, as well as communicate with them (email, sms, calls, messengers).
  • Tasks, Orders, Projects …
  • These are all business processes that you can customize to fit your needs.
  • Finance.
  • Fixing all financial transactions by different accounts and viewing statistics on them.
  • Documents.
  • Create invoices, commercial offers, certificates of completion, etc..д., by advance customized templates.
  • Products and their categories.
  • OneBox will allow you to create a database of products and divide them into the desired categories.
  • Warehouse.
  • Posting, selling, moving goods from warehouses, inventory, information on the movement stock items.

For each section, you can customize the interface for yourself, adjust the automation to reduce it amount of manual work, set access rights to each section.


Business Processes

Create your first business process “Ordering” and run it

A business process is a schematic map (flowchart) along which objects can move inside OneBox. In order to create a business process, you must complete the following steps:

Our business process is ready, now we can start it.

  1. Open the section “Orders” → “Add Orders” https://i.imgur.com/P0GhfOY.png;
  2. In section “Additional Settings” Please select the business process you created earlier https://i.imgur.com/n4KuobE.png and click the button “Save” https://i.imgur.com/oB22cMa.png. After that the business process will be created and you will see an interface like this https://i.imgur.com/YlMzhTE.png.

Below are the stages of the business process that you can go to at the moment https://i.imgur.com/KvT2gWO.png, also displayed current process status https://i.imgur.com/owxLIIO.png. To go to another stage - click on its name https://i.imgur.com/j0S98tl.png and the transition will be done https://i.imgur.com/K2flvZl.png. After navigating to the next step, below you will display other steps to switch, which are match the previously configured flowchart.

To see a list of all orders and information on them, open the section “Orders” → “All Orders” https://i.imgur.com/KnemKcg.png. In the opened page you will see a general list with processes that belong to the group “Orders” https://i.imgur.com/aGvbBtK.png.

You can filter all orders according to certain criteria in order to display only required. You need to filter the order:

  1. Open the filter panel in the list of all orders https://i.imgur.com/aa9oY83.png;
  2. Fill in one or more fields by which you want to filter orders https://i.imgur.com/TumpFe2.png (For example date business process creation and stage https://i.imgur.com/Zu1lgnF.png );
  3. Click the button “Filter” https://i.imgur.com/qO7qrBY.png .

As a result, only orders that match the specified filters will be displayed https://i.imgur.com/HjFj879.png.

Connect employees and assign processes to them

You can connect new employees to OneBox. There are several ways to do this. First way:

  1. Open the section in the global menu “Communication Center” https://i.imgur.com/GCxLRvF.png;
  2. Click the button “Add employees to OneBox” https://i.imgur.com/1UBNmM2.png;
  3. In the form that appears, enter the Email of the employees you want to invite to your OneBox, as well as what permissions they need to be granted https://i.imgur.com/MhHn5Ev.png;
  4. A letter with a link to the form will be sent to the specified email addresses https://i.imgur.com/62x3km6.png https://i.imgur.com/rkjmS3h.png . (IMPORTANT! To mail sent must be configured mail integration).
  5. The invited employee must fill out the form, after which they can enter the OneBox.

Second way:

  1. Open the section in the global menu “Contacts” → “Add an individual” https://i.imgur.com/HMLuFMO.png;
  2. Fill in contact information (be sure to check the box “Employee”) and click the button “Save” https://i.imgur.com/oazrQ2L.png;
  3. Go to the tab “Settings” https://i.imgur.com/uVAJde5.png .
  4. Please specify the access level “Administrator”, and also set a username and password for this employee https://i.imgur.com/NZu7juE.png.

Once employees are created, processes (orders, tasks, etc.) can be assigned to them.д.). You you can assign new processes to employees, and assign them to be responsible for already existing processes.

To make an employee accountable in an existing process, you need to:

  1. Open an existing process (order, task) https://i.imgur.com/YlMzhTE.png
  2. Find a field in progress “Responsible”. Click to edit this field https://i.imgur.com/K4rTB1I.png and select employee https://i.imgur.com/gR4yI0H.png .
  3. Click the button “Save” https://i.imgur.com/bXZ9y5j.png . Then the person responsible for this The process will be modified.

To create a new process for an employee:

  1. Open the section “Tasks” → “Add task” https://i.imgur.com/Owu6mFD.png
  2. Please select a business process, for example “Simple task” https://i.imgur.com/hngALes.png and fill in form. In the field “Responsible” specify the employee to whom this process should be assigned https://i.imgur.com/EHOjPEA.png.
  3. Click the button “Save” https://i.imgur.com/XTMhEc3.png, after which the process is created and will be look like this https://i.imgur.com/OyzFaCH.png.

“Simple task” - This is the same business process as the one you created earlier. He also has flowchart of stages connected by arrows to each other. You can edit this business process, this requires:

  1. Go to section “System Settings” → “Business Processes” https://i.imgur.com/x1XimRa.png;
  2. select a business process “Simple task” https://i.imgur.com/SPpm0ss.png;
  3. You will see a flowchart that you can edit as you see fit https://i.imgur.com/nR1h1Jo.png.

Each employee has their own calendar, which can display processes assigned to it. To view a specific employee's calendar, you need to:

  1. Go to section “My processes” https://i.imgur.com/bk8nrAK.png;
  2. Open the filter panel https://i.imgur.com/A2GJ5DP.png;
  3. In filter “Responsible”, select the desired employee and press “Filter” https://i.imgur.com/mBwjZWo.png.
  4. This employee's processes will be displayed for you https://i.imgur.com/rGMp7eJ.png .

By opening any process you can view information on it, as well as leave comments there. For this:

  1. Open any of this employee's processes by clicking on it https://i.imgur.com/OEhubPD.png;
  2. You will see a block with comments in progress. Please enter some comment in it https://i.imgur.com/dWMOpG1.png .
  3. Click the button “Save” https://i.imgur.com/RyhRUls.png . Your message will be added to as a comment to this process https://i.imgur.com/ftYn9jt.png . And the person in charge of the process the employee will receive a notification in the communications center https://i.imgur.com/SsSQUoA.png.

Customize the order (process) interface for yourself

When the business process is just created, the interface of the process itself looks something like this https://i.imgur.com/YlMzhTE.png . But everyone's interface business process, even every stage business process can be customized separately. In order to change the interface of the business process, you need to do the following:

  1. Open the section “System Settings” → “Business Processes” https://i.imgur.com/x1XimRa.png;
  2. Select the business process for which you want to customize the interface, for example https://i.imgur.com/P49H0PX.png;
  3. Select the stage for which you want to customize the interface and click “Interface” https://i.imgur.com/MvbB9B1.png;

The interface is made up of blocks https://i.imgur.com/p06mKM6.png , each block to its own queue contains specific list of fields. You can customize the block by clicking the button “Settings” inside the block https://i.imgur.com/H1bizWd.png . Blocks are placed inside the markup https://i.imgur.com/jOd74S3.png. Every block can be moved according to the markup, to do this drag the block from one markup section to another https://i.imgur.com/xXlUxsM.png https://i.imgur.com/TuSqcUR.png . For example, in this block https://i.imgur.com/6AmEz8z.png you want add another field for this:

  1. Find this block in the interface settings and go to its settings https://i.imgur.com/OSdt41o.png;
  2. Check the boxes you want to display https://i.imgur.com/FbgZXzP.png;
  3. Click “Save” https://i.imgur.com/I6lILfy.png;
  4. You can save the interface settings specifically for this status, or if necessary for all statuses of this business process https://i.imgur.com/MGAKH3i.png . Customize it unique interface for each stage of the business process.

As a result, we see that the order interface has been changed and a new field has been added to it https://i.imgur.com/phlX3QV.png.

Create an extra field for the process

OneBox allows you to create your own interface fields. For example, if the standard fields are not enough for you, then you can create your own and add it to the business process interface.

To create an additional field for the process, you need:

  1. Open the section “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
  2. Please select a subsection “Additional fields” → “Additional fields for processes” https://i.imgur.com/VHjDB3A.png;
  3. Click the button “Add field” https://i.imgur.com/Or4DgF5.png;
  4. Please enter field name and type https://i.imgur.com/MScOjdw.png;
  5. Click “Insert new record” https://i.imgur.com/LOa6tKT.png.

An additional field has been created, now you need to display it in the process interface, for this:

  1. Go to the interface settings of the stage where you want to display the created field;
  2. Select a universal block to display this extra field https://i.imgur.com/4mwzOR6.png;
  3. Check the created additional field and save the settings https://i.imgur.com/kkoFG25.png.

Then this additional field will be added in the process https://i.imgur.com/eNgohik.png.

Customize your order filter

When you open the order list, they are displayed as a table with a list of columns and values https://i.imgur.com/9yqSAAQ.png . List of columns and theirs You can customize the order for yourself, for this:

  1. While in the order list, click on the icon in the table header https://i.imgur.com/VjBAaRj.png.
  2. In the window that opens, check the boxes you need to display https://i.imgur.com/EdL6yL1.png;
  3. Change the display order of the columns by moving the cell locations;
  4. Please enter the number of orders you want to display on one page https://i.imgur.com/iPnX9jb.png;
  5. Save your settings https://i.imgur.com/pqNLwyr.png.

This will result in a customized list with orders https://i.imgur.com/6n5aQmN.png.

While in the list of orders, you can filter them https: // i.imgur.com/mEXi3bM.png https://i.imgur.com/TumpFe2.png, to display only the necessary ones among the entire list of orders. Given The filtering panel is customizable and follow these steps to customize it:

  1. Open the section “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
  2. Please select a subsection “Filters” → “Business Process Filters Interface” https://i.imgur.com/zNBajCV.png .
  3. You will see a list with filters that are currently displayed in the order list https://i.imgur.com/WUpIFD7.png . Remove unnecessary filters https: // i.imgur.com/0kUVM7o.png;
  4. Add new filters https: // i.imgur.com/oYE05vh.png;
  5. Save settings https: // i.imgur.com/T6jj1wz.png;

As a result, the filter panel will be configured and only the selected filters will be displayed.

Switch the order list to different display options

When you open the orders section, by default they are displayed as a list / table https://i.imgur.com/6n5aQmN.png. That is, a set columns and rows with information for each order. But You can change the way orders are displayed, for that:

  1. Move the mouse cursor over the current display method https://i.imgur.com/bshMnTA.png;
  2. Display a list with available display methods https://i.imgur.com/CWMR0xV.png, select the desired display method;

After you select one option from the proposed list, change your orders display. Here are some examples of display methods:

Set up automation when navigating business process steps

As a rule, automation is installed at the stages of the business process. This automation added as actions, where each action has its own functionality. To add steps to step, you need to do the following:

  1. Open your business process flowchart. Click on the stage and select “Actions” https://i.imgur.com/9E0v8QZ.png.
  2. The window that opens will display a list with all currently available actions https://i.imgur.com/3xvzUzw.png . To add action on current status, drag it to right region https://i.imgur.com/IkeXtzQ.png
  3. Configure the added action https://i.imgur.com/nh1IhPD.png.
  4. Open next step action settings https://i.imgur.com/uk5iA8M.png and add action.
  5. Make action settings https://i.imgur.com/qxAQUg1.png .

Several actions may be added at one stage, or there may be no actions at all. After how actions will be configured in stages, you can check their work, for this:

  1. Open the section “Orders” → “Add Orders” https://i.imgur.com/P0GhfOY.png;
  2. In section “Additional Settings” select a business process https://i.imgur.com/n4KuobE.png , client and click the button “Save” https://i.imgur.com/oB22cMa.png. When creating a process the actions set at the start stage will work. In our case, it should have gone letter https://i.imgur.com/7cyloyB.png.
  3. Proceed to the next step https://i.imgur.com/AernDyp.png - get error https://i.imgur.com/fDnm3Wo.png , т.к. worked Automation. Please fill in the specified field https://i.imgur.com/WycKY7X.png;
  4. Go to stage https://i.imgur.com/EGGe7rH.png and see that the transition worked https://i.imgur.com/vsqSGjZ.png.

Important: the library of actions inside OneBox is huge, and anyone can add their own Actions. To do this you need to contact a Sales Partner, Integrator Partner or become yourself Certified Integrator.


Integration with other services

Connect your mail (email)

By enabling Email integration, you have the opportunity to communicate with clients through exchange letters. To enable email integration, you need to do the following:

  1. Go to section to section “System Settings” → “OneBoxMarket” https://i.imgur.com/Ptb2k8C.png;
  2. Select Email Integration https://i.imgur.com/He47WqC.png;
  3. Please complete the following mail settings https://i.imgur.com/gpg6k4N.png. IMAP and SMTP settings may differ depending on the mail server. So every mail server has your IMAP Host, IMAP Port, SMTP Host, SMTP Port.
  4. Check the box “Active”.

If you want to customize the integration with gmail, the settings are as follows:

  1. Complete your integration settings https://i.imgur.com/jNcEnvr.png.
  2. Open your mail settings and enable IMAP https://i.imgur.com/Q3VSLp9.png
  3. Go to your google account and disable 2-Step Verification if enabled.
  4. Allow access to unsafe apps http://i.imgur.com/jVN3ogJ.png https://support.google.com/accounts/answer/1064203?hl=ru.
  5. Complete the Captcha by clicking on the link https://accounts.google.com/b/0/DisplayUnlockCaptcha и Click" Continue" .

After the integration with email is connected, letters received by mail will be imported into OneBox, to section “My events” https://i.imgur.com/pqRxEy4.png https://i.imgur.com/i8iBegQ.png. If The letter came from a contact that is not in your database, a new contact card will be created. You can see the correspondence with the contact, you need to do this:

  1. Open your contact card https://i.imgur.com/lTeuOcB.png;
  2. Go to the tab “Events” https://i.imgur.com/uF0GFWW.png.

This tab will display all events for this contact, including email correspondence https://i.imgur.com/iT9bFij.png.

Connect Telephony

By enabling telephony integration, you can make and receive calls calls. To enable telephony integration (for example, Binotel telephony) execute next steps:

  1. Please register on the site https://www.binotel.ua/ , so you have an account that can use API.
  2. Contact Binotel Technical Support to get the API Key (Key) and Secret (Password) for telephony integration.
  3. Go to section to section “System Settings” → “OneBoxMarket” https://i.imgur.com/Ptb2k8C.png;
  4. Select Binotel Integration https://i.imgur.com/uFbjQOL.png;
  5. Enter the received API Key and Secret in these fields https://i.imgur.com/ngwbS1Y.png;
  6. Binotel provide a list of internal telephony numbers (901, 902, etc.д.). Number data Please write as in the contact card of the employees who will use these internal ones with numbers and type binotel https://i.imgur.com/TGQgYB5.png;
  7. Email technical support support@binotel.ua next letter (replacing the highlighted ones data in brackets to your own:
  8. Hello dear Binotel support.ua! We ask you to integrate your CRM system with yours open telephony service for the site <OneBox domain name> (IP = ) PUSH API must also be enabled">API by addresses <site domain name>/binotel/push/ и <site domain name>/binotel/push-caller/ и <site domain name>/binotel/push/complete/ (to receive a call record)
  9. You have done this more than once, and there shouldn't be any problems;
  10. Install a softphone on your computer, for example Zoiper, where you connect own extension number. That is, if you have number 901 registered in OneBox, then it should be in the program too be connected number 901.

This completes the binotel telephony integration, you can now make calls. For this:

  1. Go to the card of the contact you want to call.
  2. Click on the phone number you want to call https://i.imgur.com/loRej9k.png;
  3. Your softphone will receive an incoming call. Answer it.
  4. After you answer an incoming call, an outgoing call will be made to the number on which you clicked. This function is called click-to-call.

After the call ends, it (the call) will be added to the section “My events” https://i.imgur.com/NRYbLu4.png.

Connect sms sending service

By enabling the integration with the SMS service, you will be able to send SMS messages, for example, to notify your customers about promotions, orders, special offers and more friend. To enable the integration with the SMS service (for example, TurboSMS service) do next steps:

  1. Go to your TurboSMS account https://turbosms.ua/;
  2. Open API Settings https://i.imgur.com/oCdrR8r.png ;
  3. Fill in the SOAP fields, login and password for authorization on the server https://i.imgur.com/8e0vlta.png;
  4. Create new signature https://i.imgur.com/agTD9nu.png , or use existing;
  5. Go to OneBox, OneBoxMarket https://i.imgur.com/Ptb2k8C.png;
  6. Open TurboSMS Integration https://i.imgur.com/e8kAfKw.png , fill in the fields with data, which you indicated in your TurboSMS account https://i.imgur.com/o00LyIb.png.

Then you can send SMS messages. To send an SMS message:

  1. Go to the card of the contact you want to send an SMS message to;
  2. Click on the word SMS https://i.imgur.com/Qg7Tj4U.png;
  3. Please enter your message text https://i.imgur.com/IaWBmOt.png;
  4. Click “Send” https://i.imgur.com/RMtUBzA.png.

As a result, the SMS message will be sent and displayed in the “My events” https://i.imgur.com/re5rbSX.png.

Connect email sending service

To enable the integration with the email sending service (for example, SendPulse service) do the following:

  1. Register on the SendPulse website https://sendpulse.ua/ и login to your account.
  2. Go to your account settings https://i.imgur.com/0M4hK2y.png
  3. Select the API tab https://i.imgur.com/3rHh8uD.png , enable API and get ID and Secret https://i.imgur.com/JJLYtXD.png .
  4. Go to the SMTP tab https://i.imgur.com/oMwU2sh.png, specify the Email from which emails will be sent.
  5. Open in OneBox, section OneBoxMarket https://i.imgur.com/Ptb2k8C.png
  6. Connect the SendPulse integration https://i.imgur.com/74URPn3.png , and fill in the fields with data received in the personal computer SendPulse https://i.imgur.com/ndsQOxT.png
  7. Enter the mail that is connected on the SendPulse SMTP tab and is used to send emails https://i.imgur.com/ecmy0E9.png .

What field, when sending letters with the specified mail integration setting, they will be sent via SendPulse service and displayed in the section “My events”.


Manage contacts

Create and manage contacts

Follow these steps to create a contact in OneBox:

  1. Open the section in the global menu “Contacts” → “Add an individual”/ “Add legal entity (company)” https://i.imgur.com/xfPwxFn.png .
  2. Fill in your contact information and click the button “Save” https://i.imgur.com/gYtnakP.png . Then the contact will be created. IMPORTANT! By default phone or email required by filling.

By going to the general contact list https://i.imgur.com/MmERYgl.png , you can filter yours contacts by certain fields to display only necessary ones among all contacts. For this, you need to filter contacts:

  1. In the list of all contacts, open the filter panel https://i.imgur.com/QqJrIWd.png;
  2. Fill in one or more fields by which you want to filter contacts https://i.imgur.com/je2S1iP.png (For example by type contact https://i.imgur.com/f21GEV3.png );
  3. Click the button “Filter” https://i.imgur.com/bjqgbEv.png.

As a result, only those contacts that match the specified filters will be displayed.

Divide contacts into groups

Contacts can be assigned to different groups. You need to create a contact group do the following:

  1. Open the section in the global menu “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
  2. Open the section “Contact Groups” https://i.imgur.com/3NDxImu.png;
  3. Create a new group by clicking “Add group” https://i.imgur.com/Yd9IUt7.png;
  4. Fill in the details and click “Insert new record” https://i.imgur.com/KCVaoA6.png (For To create a group, you only need to specify the group name).

Now sort your contacts into the groups you have created:

  1. Open the section in the global menu “Contacts” → “All contacts” https://i.imgur.com/1G3XMhZ.png;
  2. Please select a display method “Contact list” https://i.imgur.com/bTuRk4g.png;
  3. Check the box for the contacts required to be added to the group and open the bulk panel operations https://i.imgur.com/H6l6ERR.png;
  4. Please select a group to add the selected contacts to https://i.imgur.com/q0HUuIm.png;
  5. After selecting the group, press “Save” https://i.imgur.com/Qw4pwle.png .

To make sure that the contact is added to the specified group, select the section “Contacts” → “All contacts”. Open the filter panel https://i.imgur.com/KpS0K2s.png and click on contact group of interest https://i.imgur.com/j6jO47z.png , will be filtered out contacts in this group https://i.imgur.com/I5F0eDn.png.

When you create the first contacts in the system, the contact card interface looks like this https://i.imgur.com/n6wr4Xs.png. But card interface the contact can be customized and the interface for each contact group can be different.

In order to change the interface for a specific contact group, you need to do the following Actions:

  1. Open the section in the global menu “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
  2. Open the section “Contact Groups” https://i.imgur.com/3NDxImu.png;
  3. Select the contact group you want to customize the interface for https://i.imgur.com/ajLLgWX.png;
  4. Click the button “Interface” https://i.imgur.com/ITZht8r.png.

The interface is made up of blocks https://i.imgur.com/Zz39iR4.png, each block, in turn, contains specific list of fields. You can customize the block by clicking the button “Settings” inside the block. For example, in this block https://i.imgur.com/YBqdP5H.png you want to add another field for this:

  1. Find this block in the interface settings and go to its settings https://i.imgur.com/NW1LDJE.png;
  2. Check the boxes you want to display https://i.imgur.com/neVsLT6.png;
  3. Click “Save” https://i.imgur.com/x8c8UPB.png;

Once a contact is added to this contact group, this interface will be applied to it https://i.imgur.com/gj0mbFz.png.

Create additional contact field

OneBox allows you to create your own interface fields. For example, if the standard fields are not enough for you, you can create your own and add it to the contact card interface. To create an additional field for a contact, you need:

  1. Open the section “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
  2. Please select a subsection “Additional fields” → “Additional fields for contacts” https://i.imgur.com/uDgBh5k.png;
  3. Click the button “Add field” https://i.imgur.com/ePe2MSf.png;
  4. Please enter field name and type https://i.imgur.com/5NeIQYW.png;
  5. Click “Insert new record” https://i.imgur.com/MuhVBrQ.png.

An additional field has been created, now you need to display it in the contact interface, for this:

  1. Go to the contact group interface settings where you want to display the created field;
  2. Select a universal block to display this extra field https://i.imgur.com/4aC1BoJ.png;
  3. Check the created additional field and save the settings https://i.imgur.com/yXtLJB6.png.

Then this additional field will be added to the contact https://i.imgur.com/hC2AK5g.png.

Send email to group

For email newsletters to work, you must have mail integration configured and preferably integrated service for sending letters, for example SendPulse. Letters will be sent to those contacts who are in the card has an email address and a checkbox is installed “Subscribed to mailing list” https://i.imgur.com/7ABsI4E.png . To send email to a contact group, you need:

  1. Open the section in the global menu “Mailings” → “Bulk email distribution” https://i.imgur.com/r89w2ez.png;
  2. Open the filter panel https://i.imgur.com/MWIZhJv.png;
  3. Select a contact group by clicking on it. This will be mailed to https://i.imgur.com/pmJJXs9.png;
  4. In the field “Return address” specify the email from which the mailing will be performed https://i.imgur.com/jPLXoVP.png;
  5. Fill in the email content fields and the sending date https://i.imgur.com/lokcYVG.png. (If not indicate the date of sending the mailing will be done immediately).
  6. Click the button “Send” https://i.imgur.com/2O3S0S6.png. Then the mailing list will start by the specified settings.

Send sms by group

For SMS messaging to work, you must have an integration with the SMS messaging service configured, eg TurboSMS. SMS will be sent to those contacts who have a phone number on their card, and checkbox is also installed “Subscribed to mailing list” https://i.imgur.com/7ABsI4E.png . To send SMS to a group of contacts, you need to:

  1. Open the section in the global menu “Mailings” → “Bulk SMS sending” https://i.imgur.com/WAjKcBD.png;
  2. Open the filter panel https://i.imgur.com/td6LKwN.png;
  3. Select a contact group by clicking on it. This will be mailed to https://i.imgur.com/82Hts7g.png;
  4. Select an SMS template if necessary https://i.imgur.com/RVMU9ok.png , which is customizable here https://i.imgur.com/Pn6Q47D.png . Or just specify the text of the SMS message https://i.imgur.com/Msm5oJx.png;
  5. Click button “Send” https://i.imgur.com/CW0e33x.png. Then the mailing list will start by the specified settings.

Automatic

Automation (automatic actions) are triggers and actions that are triggered in OneBox when moving through the stages of processes, when editing any object: order, task, contact, document, payment, etc..д.

Configure background automation

In addition to the automation actions that are performed at the stages of the business process, there is also a background one Automation. These are automatic actions that fire at specified times and these actions are performed regardless of your business processes. To configure these actions you need to:

  1. Open the section in the global menu “System Settings” → “Automation” https://i.imgur.com/tzX4WWz.png;
  2. This section has 3 subsections. Each of them is responsible for which actions The frequency of triggering is configurable. eg select “Automatic actions once every hour” https://i.imgur.com/2K73mqZ.png;
  3. The window that opens will display a list with all currently available actions https://i.imgur.com/OOEAKJw.png. To add an action for this automation, drag it to right region https://i.imgur.com/46lQvol.png;
  4. Configure the added action https://i.imgur.com/3TUMvRW.png;

As a result of configuring this action, the system will be sent once per hour (since this is subsection “Automatic actions every hour”) add all clients who have between 3 and 10 business processes for all time in the group “Loyal customers”.

Set up automation for contacts

OneBox allows you to automate some of the actions that need to be performed when creating a contact, or when editing it. Follow these steps to configure this automation:

  1. Open the section “System Settings” → “Other” https://i.imgur.com/27bCsZx.png;
  2. In subsection “CRM” Please select an item “Automation for contacts” https://i.imgur.com/cP7h8Qg.png;
  3. This section has 2 subsections. Each of them is responsible for when needed start automation https://i.imgur.com/SXn9Eai.png , eg select “Actions for save to contact card”;
  4. Click on “+” to add actions to this automation https://i.imgur.com/26Q0DOL.png;
  5. Please select one from the list provided https://i.imgur.com/kySntpe.png;
  6. Configure action settings and save https://i.imgur.com/EGRkHDx.png;

Т.к. This is an automation for contacts, namely “Actions when saving to contact card”, then The actions added here will be triggered every time the card is saved contact.

Set up automation for processes

Process automation triggered during business process stages. For example, when you are switching an order from one stage to another. To add an action to a stage, you must do the following:

  1. Open your business process flowchart. Click on the stage and select “Actions” https://i.imgur.com/9E0v8QZ.png.
  2. The window that opens will display a list with all currently available actions https://i.imgur.com/3xvzUzw.png . To add an action to the current status, drag it to right region https://i.imgur.com/IkeXtzQ.png
  3. Configure the added action https://i.imgur.com/nh1IhPD.png.
  4. Open next step action settings https://i.imgur.com/uk5iA8M.png and add action.
  5. Make action settings https://i.imgur.com/qxAQUg1.png .

Several actions may be added at one stage, or there may be no actions at all.


Check out the support forum

If during the OneBox setup process you have any questions or are not clear - please post your question on the support forum. Anyone can ask a question, get an answer or answer a question on their own. OneBox sponsors forum replies. If you answer someone's question on the forum and your answer turns out to be correct, you will earn money.

How to ask a question on the forum

  1. Visit http: // crm-onebox.com/;
  2. Log in to the site https://i.imgur.com/q94MCeU.png;
  3. Go to section “Support” https://i.imgur.com/Dlpv2QU.png;
  4. Click “Ask your question” https://i.imgur.com/Wyj24Hk.png;
  5. Fill out the form https://i.imgur.com/XT1j1D6.png (Example of filling https://i.imgur.com/MpZSDIY.png ). Then the question will be posted on the forum.

How to subscribe to a topic of interest on the forum

  1. Visit http: // crm-onebox.com/;
  2. Log in to the site https://i.imgur.com/q94MCeU.png;
  3. Go to section “Support” https://i.imgur.com/Dlpv2QU.png;
  4. Find a question of interest https://prnt.sc/vk9ncq ( use 'if necessary filter by category https://prnt.sc/vk9ot4 );
  5. Go inside the question you are interested in and press “Subscribe” https://prnt.sc/vk9pd4 .

How to subscribe to a forum of interest

  1. Visit http: // crm-onebox.com/;
  2. Log in to the site https://i.imgur.com/q94MCeU.png;
  3. Go to section “Support” https://i.imgur.com/Dlpv2QU.png;
  4. In the filter panel, select the forum section of interest https://i.imgur.com/2vJwRCt.png;
  5. Click the button “Subscribe” https://i.imgur.com/P071jmi.png.

Meet the OneBox partners

OneBox has many partners. These are the individual companies that work with OneBox, help implement it, customize it, provide customer support, and build the infrastructure together.

Meet the OneBox Integrators (OneBox Certified Integrator)

Integrators are companies that are good at customizing OneBox, modifying it, and knowing all the subtleties. If you want to customize something using the integrators, you can contact them and ask question of interest, for this:

  1. Visit http: // crm-onebox.com/;
  2. Log in to the site https://i.imgur.com/q94MCeU.png;
  3. Go to section “Integrators” https://i.imgur.com/3dBykos.png ;
  4. Select an integrator from the attached list by clicking on its name https://i.imgur.com/6whivEk.png;
  5. Press the button on the opened page “Send request to partner” https://i.imgur.com/IvD1MRt.png;
  6. Fill in the request text and press “Send” https://i.imgur.com/EmFSKia.png

Meet OneBox Sales Partners

These are the companies that sell OneBox and help find an integrator. If you have any questions about buying or recruiting integrators, then you can send them a request. For this:

  1. Visit http: // crm-onebox.com/;
  2. Log in to the site https://i.imgur.com/q94MCeU.png;
  3. Go to section “Contacts” https://i.imgur.com/BtOuJfQ.png;
  4. Select a sales partner from the attached list and contact them using the specified contact details https://i.imgur.com/CoAHSDX.png , or click the button “Send request to all sales departments” https://i.imgur.com/SMd0PUf.png;
  5. Fill in the request text and click “Send” https://i.imgur.com/4ct2DPA.png.

How to become a partner (integrator or sales partner) yourself?

If you want to become a OneBox partner, please email your request l.losik@crm-onebox.com. In your letter, please describe who you want to become a OneBox partner and Leave your contact details. The responsible manager will contact you and advise on this question.