Click to Present

📋 Video Summary:

This video introduces the Click to Present feature in PhoneBurner, which allows you to play pre-recorded audio files (like success stories, disclaimers, or testimonials) live during a call—without needing to initiate a 3-way call or conference someone in.

Key Steps Covered:

1. Enable Click to Present:

   • Go to Settings > Dial Session > Click to Present.

   • Review and agree to the terms and conditions to activate the feature.

2. Add Audio Files (via Voicemail Library):

   • Go to the Voicemail Library.

   • Upload or record an MP3 file (e.g., “Success Story”).

   • Save the audio file.

3. Add Audio to Click to Present Library:

   • Return to the Click to Present section.

   • Scroll down, locate your new voicemail recording, and click Add to Library.

   • Once added, you can optionally delete the file from the voicemail library—it will remain in Click to Present.

4. Using Click to Present in a Dial Session:

   • Start a dial session from the Contact Manager.

   • Once connected with a contact, open the Click to Present tab.

   • Choose your audio file from the dropdown and click Play.

   • The file will play to both you and the contact.

   • You can stop the audio at any time (note: there is no pause option—stopping restarts it).

5. Best Practices:

   • Always disclose that the person is about to hear a recorded audio to avoid misrepresentation.

   • Useful for testimonials, legal disclaimers, or scripted success stories during calls.

This feature is a great way to enhance professionalism, maintain consistency, and streamline parts of your pitch, making it easier to close deals.

🏷️ Tags:
click to present, PhoneBurner features, live audio playback, voicemail upload, recorded message, sales automation, disclaimers, testimonials, outbound dialing, sales tools

🧹 Cleaned-Up Transcript:

[Music]

Hello there! Have you ever been in a dial session, connecting with people and having great conversations, but wishing you could play an audio file—like a testimonial or disclaimer—without needing to three-way in another line?

Good news! PhoneBurner has a feature just for that—it's called Click to Present, and here’s how you can use it.

Step 1: Enable Click to Present

From your PhoneBurner back office:

• Click on your profile icon in the upper-right corner.

• Go to Settings > Dial Session.

• Click Click to Present on the left.

• Agree to the terms and conditions to enable the feature.

Step 2: Add Audio Files

Before you can use audio files in Click to Present, you need to upload them to your Voicemail Library.

• Go to Voicemail Library from the same settings menu.

• Click Add Voicemail.

• Give your file a name (e.g., “Success Story”).

• Choose Upload, select your MP3 file, and click Save.

Don't worry—this file doesn’t have to remain in the voicemail library. We're just using this step to get it into the system.

Step 3: Add to Click to Present Library

• Return to Click to Present.

• Scroll down to your voicemail recordings.

• Click Add to Library next to the audio file you want.

• Now it's in your Click to Present Library!

You can go back to the voicemail library and delete the file if it’s not needed there—it won’t affect its availability in Click to Present.

Step 4: Use It in a Dial Session

• Go to Contacts and start a dial session.

• Once connected to a contact, click on the Click to Present tab on the right side.

• Use the dropdown menu to select your audio file.

• Click Play—the audio plays to both you and your contact.

• Use Stop to end playback (note: there's no pause; stopping resets it).

Pro Tips:

• Always disclose that the person will hear a recorded message to avoid confusion or misrepresentation.

• Great for disclaimers, success stories, or scripted info you want to share consistently.

And that’s how you can use Click to Present to play pre-recorded audio live during your PhoneBurner dial sessions—no need to conference anyone in!

Thanks for watching, and as always—happy dialing!

[Music]