FAQs / Support

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Please note: During the porting process your number will continue to work at existing carrier.  When the porting gets completed, you will get an email. Your number will stop working at existing carrier and start working at iPlum.


Unlock your number if required: If your current carrier is a digital provider like Google Voice, sideline or smartline, unlock your porting number at their site before porting.  This step is not required for porting from traditional carriers like AT&T, Verizon, Spectrum, Sprint T-Mobile, Bell, Telus etc.


Note: To port an additional line if you already have an existing iPlum number, jump to this section.



Port-in Form:

Select iPlum Line To Port External Number: Click the text box to select your iPlum account/sub-account where to want to port your external phone number.

Upload Documents: Some carriers would require you to upload letter of authorization (LOA) and copy of your latest invoice for verification.  You will see the template letter of authorization in the form itself which you can download, fill & upload as PDF.

Enter the Information Related To Your External Number Account.

Name of Your Current Carrier/Vendor: Enter the name of existing carrier/vendor of the porting phone number.

Current Carrier Account Type: Select Single-Line if there is only one number in the account which is getting ported.  Select Multi-Line if there are more numbers in the account but you are transferring only one number to iPlum.

Porting Number Type: Select Business Local, Business Toll Free or Residential. If Residential number is Toll Free select Business Toll Free option.

Business Name / Full Name (With Current Carrier): Fill the text box as per information on your carrier bill.

Authorized Owners's Name (With Current Carrier): For businesses, it is the name of the person authorized on the account. For residential accounts it is same as the subscriber's name.

Billing Account Number (With Current Carrier): Enter entire account number from your existing bill. Don't enter spaces, dashes or hyphens. If you don't have account number, enter the phone number you are porting.

Primary Phone Number On Your Current Carrier Account: For Single-Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

Security Code or PIN (With Current Carrier):Enter the security code or pin for your external vendor account.  Normally this is the code you give your vendor when you call them to access any information on your external account.  In case you don't have one setup enter 0000.  For certain digital accounts, you may need to unlock your existing number and the vendor will give you a code which you will enter here.  

Service Address (With Current Carrier): Please enter the service address of the phone number which you are porting. Keep in mind your service address may be different than the billing address.  If you are not sure, call your vendor to get that service address.  You can also request a CSR (Customer Service Record) from your vendor which has detailed address information.  Enter the address split as street number, direction and street name.  If there is no direction, leave it blank.  Do not enter PO Box addresses as service address can't be PO Box.

  • Back-End process: Once you enter the port order, the system will do some verification and submit the order to the losing carrier.  If there is any information mismatch responded by losing carrier, you will receive an email alert from iPlum. It takes approximately 2 - 7 business days to transfer a phone number into iPlum based on the carrier.  Wireless carriers do faster transfers than the landline carriers.  Meantime you can continue to use your service with existing carrier. There is no downtime.
  • Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
  • Download iPlum app from Apple iTunes or Google Play on your smartphone or tablet, login and start using it.
  • Check disconnect with the carrier: After your number has been successfully ported into iPlum, we advise that you call your carrier to confirm disconnect of the service and stop any further billing.

Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.


Porting Additional Line if you have an Existing iPlum Account:

  1. Login to your iPlum portal using your existing iPlum credentials.
  2. Accounts || Additional Line.
  3. You can select the Phone number or Email option to create the new sub-account.
  4. Get an iPlum subscription on this sub-account.  The subscription should be same type as the number you are porting. E.g. Porting a Toll Free number requires an iPlum Toll Free Number plan; For U.S. number porting buy iPlum USA local number plan; Canada number porting buy Canada local number plan.

    Note:
    When porting your existing Toll-free number please select ANY toll free number when you purchase a toll-free plan at iPlum.  If you select a vanity number at this step you have to wait for 1 business day for that number to be active at national registry before you can resume the porting process.
  5. Start Port-in.
    In the iPlum Dashboard left menu, click "Port Number"  || Port-In Form
    Enter the external phone number again which you want to transfer into iPlum & follow the prompts to fill the porting form.
  6. Optional: To setup multiple lines on same phone check this FAQ.


Note: During the port process, if you have any questions, you can always contact us.

Table of contents  

I.   Important information and effective dates.

II.   Costs for registration.

III.   Steps to complete registration.

I. Important information and effective dates.

What is changing for messaging in US?  

To enable texting (SMS/MMS), all the US mobile carriers (AT&T, Verizon, T-Mobile and others) are mandating users to register with The Campaign Registry (TCR). It is an organization setup to approve texting on phone numbers. The high level purpose is to prevent spam in carrier texting networks. This means TCR will verify and approve each brand and campaign to allow texting.

This process will significantly help in improving text deliverability as carriers increase trust for approved numbers in their networks. Subsequently carriers will start slowing texting traffic on the lines which are not associated with approved campaigns and eventually stop texting on those lines in future.

iPlum facilities this process for you in iPlum portal.

Are the same regulations affecting all competitor providers?

Yes, all providers whose solution makes texting available to their end users have similar requirements.  They are all mandated with same industry standards. They all have to register users to enable texting on their numbers.

Important date for new changes?

Carriers will start slowing SMS traffic (in and out) on the lines which are not associated with approved campaign starting March 31, 2023 and they may eventually stop it in few weeks/months after that.

Do I need to register every time I add a new number?

No, there is only one registration per iPlum account.  When you add new user/numbers in same iPlum account, they are automatically assigned to existing registration.

Can I opt out of texting registration?  

Yes, if you do not want texting on your lines, you can opt out of TCR registration.  If in future you need texting, remember to complete registration process in iPlum portal.

I only send conversational personal messages — Do I still need to do registration process?

Yes, TCR and carriers require a campaign associated with a number in order to enable texting even if it is used for personal messages.

Can I have a mix & match in my iPlum account, some lines have texting enabled and other disabled ?

Yes, you can do that.  However, if one line needs texting you will do the registry process.  Once your campaign is approved, iPlum will automatically associate all numbers with that campaign but you can login to your iPlum portal and disable texting on specific lines.

How do I cancel my campaign registry?

Once you have cancelled all the lines in your iPlum account, iPlum will cancel out your campaign automatically.  

Does my registration gets cancelled when my iPlum number gets cancelled for any reason?

Yes, if there was only one active phone line left in the account which got cancelled for any reason and you reactivate the line, you may have to do the registration process again for the text campaign.

Porting number into iPlum: Do I complete registration before or after transferring numbers?

We highly recommend you to start registration process as soon as you place the port order in iPlum portal.  You do not have to wait for port to complete.  iPlum will automatically associate the number to approved campaign the once the port is completed.

Do Canada numbers need to register?

Canada is not participating in TCR so Canada numbers should not be blocked. But if you are sending SMS to US numbers, you will still need to register your Brand and Campaign.

II. Costs for registration.

Registration is done at iPlum account level by account administrator.  You need only one registration process even if you have multiple iPlum lines in that account.

  1. Paid by client: One-time TCR fees: $19 (Split: $4 Brand creation + $15 Campaign creation).
  2. Paid by iPlum: Recurring monthly TCR fees: Varies between $2 to $10 depending on the account.

III. Steps to complete registration.


Registration is a four step process.

Step-1: Create a Brand. TCR approves in 1 minute to 24 hours.

Brand is your legal company or entity that is responsible for sending SMS/MMS text. You will create one brand per iPlum account even if you have multiple users in it.  You can add & remove iPlum lines without affecting the brand registration.

  1. Login to your existing iPlum online account https://my.iplum.com.
  2. Menu (Left bar) || TCR Texting Registry  || Get Started  || TCR Texting Registry: Brand Creation.
  3. Help notes are available in the form itself.



Step-2: Create a Campaign. TCR approves in 5 to 10 business days.

Campaign is the primary purpose of texting.  Campaign can be created once the brand has been approved by TCR. You will create one campaign per iPlum account which is applicable to all the lines in the account.

  1. Login to your existing iPlum online account https://my.iplum.com.
  2. Menu (Left bar) || TCR Texting Registry  || Add Campaign.
  3. Help notes are available in the form itself.



Step-3: Verify iPlum plans for your lines.

Please confirm that you have latest iPlum plans. for your lines. Older plans can not be associated to campaigns.

How to update plans?

  1. Login to your existing iPlum online account https://my.iplum.com.
  2. Dashboard || Users || Click iPlum Login ID of the Line || Plans || Number Plan || Edit || Select latest plan || Make sure to select "effective immediately".



Step-4: Associate iPlum numbers with the approved campaign

This step is automatically completed by iPlum for you when your Campaign is approved by TCR as per Step-2 and you have latest plans as per step-3.


  • Dual Call Reliability With Voice Network Mode
    iPlum can use your voice network to route calls with carrier class reliability without relying on VoIP internet data and still show your iPlum number as Caller-ID or you can switch to default data network with Wi-Fi/3G/4G/LTE. You get best call quality in any situation with one of the most reliable business solution.
    iPlum App Settings || Call Mode: Voice Network or Internet Data || Outgoing Calls / Incoming Calls || Use My Voice Network.
  • Team Account
    Organize your team with a centralized portal. Add and manage iPlum users with different profiles and permissions with a online account.
  • Secure Texting Channels
    Both regular and secure texting. Send regular text using iPlum number or setup secure texting channels for compliance purposes. The other side will simply download iPlum app and setup a free account for secure texting. This can be a doctor texting their patient using secure channel.
  • Business Hours
    Promptly respond to your calls & texts during business hours and send them directly to your voicemail during non-business hours.
    iPlum App Settings || Do Not Disturb (Non-Business Hours)
  • Auto Text Reply
    Send smart business text for missed calls or texts. Tell your customers you care.
    iPlum App Settings || Text Options || Text Auto Reply
  • Auto Attendant (IVR) with Virtual Extensions like Phone System
    Setup an Auto Attendant greeting which plays when a client calls your iPlum number. Create extensions to route these calls to same or multiple users.
  • Text Archiving, Backup
    Your iPlum account has inbuilt enhanced privacy & data encryption protection. To backup your texts for safety and future use, you can activate Backup Plan.
  • Text to Email
    You can setup options to receive your texts via email when you have enhanced backup plan.
  • Text Templates
    For frequently sending similar text to your clients, setup text templates in your iPlum app when you have enhanced backup plan.
  • Voicemail Transcription
  • Get your voicemail as easy to read text with audio files directly in your inbox. Listen to voicemail at your convenience and save audio files offline. You can update enhanced voicemail feature online.
  • Call Recording
    Record incoming and/or outgoing iPlum calls for your business. There is an free consent message which you can play for your callers before recording.
    iPlum App Settings || Call Recordings
  • Block Spam Numbers
    iPlum is a business service with full privacy. There is a free feature in iPlum to block numbers from calling & texting you
  • HIPAA & HITECH Compliance
    For professionals working in compliance industry, protect client information HIPAA & HITECH.
  • Advanced Password Policy
    The account administrator can setup advanced password policy applicable to primary and all sub-accounts: Two factor authentication, Password complexity, Password expirations, App passcode and more.
  • Fax Line
    Get a secure cloud based fax line for your business. You can get a new line or port your existing fax number into iPlum.

You can add/update/change Credit/Debit card or PayPal payment method in iPlum portal


Step by Step Process:

  1. Login:
    Login to iPlum web portal https://my.iplum.com.
  2. Update Billing:
    Click "Billing" in left menu.  Add your payment method here.  If your existing payment method is failing, delete it and redo the new payment method. If you have set up multiple payment sources, select the one you want to use as "Default".
    Click "Process pending payments.
  3. If your current billing is setup using Apple App Store or Google Play, you can move it to iPlum web portal billing:
    Dashboard || Users || Click iPlum Login ID of the User || Plans  || Number Plan || Change.
  4. Important: After you have successfully moved iPlum subscription to the web portal, you should cancel the subscription at Apple App Store / Google Play so that you are not billed twice. iPlum doesn't have access to your Apple App store or Google Play account for cancellations.
  5. Reactivate a canceled number:
    If your number was cancelled due to any reason within last 30 days you can Reactivate it. by following steps listed at the FAQ.





Helpful links:

How to setup iPlum business team account?

How to port my existing number to iPlum?

Auto-attendant is designed as an easy self-service setup.
You can route your main iPlum number to different users in your organization by creating a phone tree with virtual receptionist and extensions like "Press 1 for ..., press 2 for ..." etc.

Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.

Common Setup Examples:

I.  Multiple users mobile phone system - Simple

II.  Multiple users mobile phone system - Complex
(Supports multiple profiles based on hours/day of the week.)

III. Two user mobile phone system (owner & assistant)

IV. Single user mobile phone system




Additional Phone Tree Features:

a) Does my phone tree handle multiple incoming calls at same time?

b) Can I setup multiple extensions routing calls to same iPlum number?

c) Can I setup an extension routing calls to an external non-iPlum number?

d) How to setup an extension to call multiple numbers sequentially or simultaneously?

e) How to setup extensions going directly to different voicemails?

f) How to setup information announcements like directory, hours of operation, directions?

g) How to setup directory of users?

h) Can I use my main iPlum number in one of the extensions?

i) How to configure multiple receptionists for an extension?

j) How to setup tree with multiple levels of Auto-Attendants (IVR)?

k) First ring an iPlum number, if unanswered, send the call to an Auto-Attendant (IVR) with extensions?

l) Using auto-attendant (IVR), first ring an external number, if unanswered send the call to iPlum voicemail?

m) Using auto-attendant (IVR), first ring an iPlum number, if unanswered send the call to an external answering service?

n) How to setup business hours for my auto-attendant (IVR)?

o) How to setup business hours when iPlum calls are routing to an external number?

p) Can I transfer my existing number to iPlum and setup auto-attendant?

q) Which Caller-ID will show for incoming iPlum calls?

r) How to display main iPlum number as caller-id for my users?

s) How to transfer calls between extensions?

t) Can I record my iPlum calls?

u) What are Advanced Auto-Attendant (IVR) Settings?

v) Put call on hold with music?





I. Multiple users mobile phone system example - Simple

Sample phone tree requirements for the business

A medical office has multiple practitioners.  Each practitioner needs to call & send secure text to their clients using a real phone number on their mobile .  The practice needs a phone tree with auto-attendant and extensions.

  • Ability to make/receive business calls and texts as separate 2nd line on their mobile phone.
  • Create extensions for receptionist, accounting and support departments.
  • Create an extension to announce directory with names and extensions.
  • Create an extension to announce directions and business hours.  



Step by step process

A. Create the primary iPlum number and additional users.
For each user who will use iPlum you will create a login-id with an iPlum subscription on it.

  1. Get primary iPlum number
    Go to https://my.iplum.com
    Click "Get iPlum Number" for the primary account and follow the prompts to purchase an iPlum number subscription.  This will be your primary number. You can also port an existing number into iPlum ( read steps).
  2. Create login-ids for employees
    Note:
    Even if you want one number for all employees, you will still need to get a subscription with iPlum number for each user.  In subsequent steps you can change the outgoing caller-id for each user to show the primary number.
    Click: Dashboard || Users || "Add New User (Phone/Fax)" to create login-id with employee's mobile phone number or their email address.
    They will receive an invitation link via phone text or email. They will click the link and setup a new password for their account. This employee is now connected to the primary account and as an administrator you will see them accepted in "Users" section in your iPlum portal.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number.  
    Follow the prompts to purchase an iPlum number with subscription for this user.
  3. Change user's outgoing caller-id
    (Do this if you want users to show primary number when they dial out)
    By default the user caller-id is their own iPlum name and number.  You can change it to show primary number's caller-id so that all outgoing calls from users show primary iPlum number and name.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (Outgoing) || Edit || Select "Primary iPlum number" and save.
  4. (Optional) Setup business hours for this user
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb, Non Business hours || Edit.  
    Toggle switch for calls and /or texts.  Select hours.  Make sure you enter the non-business hours like 5 PM to 8 AM.  The system will automatically convert them to business hours. Save it.
  5. Setup voice network mode for best call reliability
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.



B. Setup Phone Tree

1. Initialize Phone Tree
Click "Dashboard || Phone Tree & Extensions" and click "Setup Phone Tree" (Only required first time).


2. Profile
The system generates one default profile. Most businesses are fine with the default profile.
Profiles allow you to create multiple set of extensions for different hours or days of the week.

Profiles are NOT your business hours.  Business hours are configured in "Do Not Disturb" module in Settings.


3. Auto-Attendant Greeting

Sample greeting text:
Thank you for reaching our healthcare practice. For any medical emergencies please dial 911 or go to your nearest hospital.  If you know your practitioner's extension, please dial it now. Otherwise during our normal business hours between 8 AM to 5 PM Monday to Friday, please press 1 for making a new patient appointment, 2 for directory of physicians, 3 for directions, 4 for billing and accounting. To leave a voicemail press 0. If you are calling us after hours, please press 5 and you will be transferred to our answering service.  Press 9 to repeat these options.



4. Extensions

Maximum length of extension digits: If you want single digit extensions like 1,2,3 ..9, you will set this value to 1.  If you want extensions like 11, 12, 13..., you will set this value to 2.  If you want a mix of extensions like 1,2,3, 10, 11, 91..., you will set this value to maximum digits which will be 2. You can set upto 4 digit extensions.

  • Employee extensions
    Click "Add Extension".  Enter: 11; select type as "Ring Single iPlum Number" ; select iPlum number from dropdown for employee-1.  You can keep the voicemail to user's iPlum number or go to primary number based on your requirements for this user. Save it.
    Click "Add Extension".  Enter: 12; select type as "Ring Single iPlum Number" ; select iPlum number from dropdown for employee-2 You can keep the voicemail to user's iPlum number or go to primary number based on your requirements for this user. Save it.
    Create extensions for other employees and save it.
  • Primary Voicemail
    Click "Add Extension".  Enter: 0; select type as "Do not Ring. Send to Primary Voicemail". Save it.
  • Receptionist
    Click "Add Extension".  Enter: 1; select type as "Ring Single iPlum number"; select iPlum number from dropdown for receptionist. You can keep the voicemail to user's iPlum number or go to primary number based on your requirements for this user.
  • Landline vs. Mobile: Above extension setup assumes your receptionist will use a mobile phone with iPlum configured as 2nd line. If you would rather use a landline for the receptionist, you can separately setup a landline in your office with your local provider and select that number for this extension as type "Single External Number" when you add this extension.
  • Multiple receptionists: If you have more than one receptionist, check this section for its configuration.
  • Directory
    Note
    : Create one extension & set Action as "Announcement".  Then record the directory of all users with their extensions as text to speech or your own voice.  You can use a custom audio file as well. Please add an additional line in beginning of your directory announcement which tells the callers to press * "star" to skip rest of directory & then press that extension they want to reach.  
    Click "Add Extension".  Enter: 2; select type as "Play Announcement".
    Sample text:
    When you hear your party's extension please press star to skip rest of the directory and dial that extension.  For Mary Jane, please dial 11. For Casey Dill, dial 12. For Jennifer Crawford, dial 13.....
    You can choose to end the call after playing the information or take the caller back to the main greeting.
  • Directions, Locations
    Note
    : During announcement play if the user presses star *, it will skip rest of the announcement and take the caller back to the main auto-attendant greeting.
    Click "Add Extension".  Enter: 3; select type as "Play Announcement"
    Sample text:
    At any time you can press star to end this announcement and go back to main menu. We are located at ABC street, Suite 101, City, State. We are open Monday to Friday 8 AM to 5 PM.  We are closed Saturday and Sunday.
    Type your directions and address information for Text to Speech or record audio in your own voice. You can also record a custom mp3 sound file with these instructions. You can choose to end the call after playing the information or take the caller back to the main greeting.
  • Billing & Accounting
    Click "Add Extension".  Enter: 4; select type as "Ring Multiple iPlum/External Numbers - Simultaneous" for Billing. Add multiple numbers (iPlum, external numbers or mix) Choose the option for main voicemail to use when the extension is not answered.  You can also read this section for setting hunt group with multiple numbers.
  • Repeat Greetings
    Click "Add Extension".  Enter: 9; select type as "Repeat Greeting". Save it.
  • Answering service for after-hours
    Click "Add Extension".  Enter: 5; select type as "Ring Single External Number" and type the answering service phone number.


Configure extensions to dial multiple numbers Sequentially or Simultaneously?

You can enter multiple phone numbers for any extension/s.  For sequential flow the system will try each number in a hunt group and move to next available in the sequence.  It will try for 18 seconds for each number. For simultaneous call flow, the system will dial all numbers at the same time, whosoever first picks the call gets connected. You can choose to send the unanswered call to go to the main number voicemail.


5. Advanced Settings

It is recommended to keep default values for this section.  


C. Enable or Pause Phone Tree

Click "Save Configuration" button at the bottom of page and Toggle Enable switch green to enable Phone Tree.

Note: If you want to disable or by-pass Phone Tree, toggle the Enable switch to red.


II. Multiple users mobile phone system example - Complex

(Supports multiple profiles based on hours/day of the week.)

Sample phone tree requirements for the business:

Each employee needs to call & send text to their clients using a real phone number on their mobile .  The company needs a phone tree with auto-attendant and extensions.

  • Ability to make/receive business calls and texts as separate 2nd line on their mobile phone.
  • Create extensions for receptionist, accounting and support departments.
  • Create an extension to announce directions and business hours.  
  • Create an extension to announce directory with names and extensions.
  • Create business-hours profile: 8 AM - 5 PM Monday to Friday.
  • Create after-hours and weekend profile to route the calls to an answering service.
  • Setup individual business hours for each user from 8 AM - 5 PM Monday to Friday.

Step by step process

A. Create the primary iPlum number and additional users
For each user who will use iPlum you will create a login-id with an iPlum subscription in it.

  1. Get primary iPlum number
    https://my.iplum.com
    Click "Get iPlum Number" for the primary account and follow the prompts to purchase an iPlum number with a subscription.  You can also port an existing number into iPlum ( read steps).
  2. Create login-ids for employees
    Note:
    Even if you want one number for all employees, you will still need to get an iPlum subscription with iPlum number for each user.  In subsequent step you can change the outgoing caller-id for user to show the primary number.
    Click: Dashboard || Users || "Add New User (Phone/Fax)" to create login-id with employee's mobile phone number or their email address.
    They will receive an invitation link via phone text or email used to create their login-id. They will click the link and setup a new password for their account. This employee is now connected to the primary account and as an administrator you will see them accepted in "Users" section in your iPlum portal.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number.  
    Follow the prompts to purchase an iPlum number with subscription for this additional line.
  3. Change user's outgoing caller-id
    (Do this if you want users to show primary number when they dial out)
    By default the user caller-id is their own iPlum name and number.  You can change it to show primary number's caller-id so that all outgoing calls from users show primary iPlum number and name.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (Outgoing) || Edit || Select "Primary iPlum number" and save.
  4. (Optional) Setup business hours for this user
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb, Non Business hours || Edit.  
    Toggle switch for calls and /or texts.  Select hours.  Make sure you enter the non-business hours like 5 PM to 8 AM.  The system will automatically convert them to business hours. Save it.
  5. Setup voice network mode for best call reliability
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.

B. Setup Phone Tree

1. Initialize Phone Tree
Click "Dashboard || Phone Tree & Extensions" and click "Setup Phone Tree" (Only required first time).

2. Profile
The system generates one default profile. Most businesses are fine with the default profile. Profiles allow you to create multiple set of extensions for different hours or days of the week.

Profiles are NOT your business hours.  Business hours are configured in "Do Not Disturb" module in Settings.

Since this complex example assumes two profiles, enter a name for the first profile: Business Hours

Click "+" to create another profile. Enter a name for this profile: After Hours

3. Auto-Attendant Greeting (Business Hours Profile)

Sample greeting text:
Thank you for reaching ABC healthcare practice. For any medical emergencies please dial 911 or go to your nearest hospital.  If you know your party's extension, please dial it now. Otherwise during our normal business hours between 8 AM to 5 PM Monday to Friday, please press 1 for making a new patient appointment, 2 for directory of employees, 3 for directions, 4 for billing and accounting. To leave a voicemail press o. If you are calling us after hours, please press 5 and you will be transferred to our answering service.  Press 9 to repeat these options.

4. Extensions (Business Hours Profile)

Maximum length of extension digits: If you want single digit extensions like 1,2,3 ..9, you will set this value to 1.  If you want extensions like 11, 12, 13..., you will set this value to 2.  If you want a mix of extensions like 1,2,3, 10, 11, 91..., you will set this value to maximum digits which will be 2. You can set upto 4 digit extensions.

  • Employee extensions
    Click "Add Extension".  Enter: 11; select type as "Ring Single iPlum Number" ; select iPlum number from dropdown for employee-1.  You can keep the voicemail to user's iPlum number or go to main number based on your requirements for this user. Save it.
    Click "Add Extension".  Enter: 12; select type as "Ring Single iPlum Number" ; select iPlum number from dropdown for employee-2 You can keep the voicemail to user's iPlum number or go to main number based on your requirements for this user. Save it.
    Create extensions for other employees and save it.
  • Primary Voicemail
    Click "Add Extension".  Enter: 0; select type as "Do not Ring. Send to Main Voicemail". Save it.
  • Receptionist
    Click "Add Extension".  Enter: 1; select type as "Ring Single iPlum number"; select iPlum number from dropdown for receptionist. You can keep the voicemail to user's iPlum number or go to main number based on your requirements for this user.
  • Landline vs. Mobile: Above extension setup assumes your receptionist will use a mobile phone with iPlum configured as 2nd line. If you would rather use a landline for the receptionist, you can separately setup a landline in your office with your local provider and select that number for this extension as type "Single External Number" when you add this extension.
  • Multiple receptionists: If you have more than one receptionist, check this section for its configuration.
  • Directory
    Note
    : Create one extension & set Action as "Announcement".  Then record the directory of all users with their extensions as text to speech or your own voice.  You can use a custom audio file as well. Please add an additional line in beginning of your directory announcement which tells the callers to press * "star" to skip rest of directory & then press that extension they want to reach.  
    Click "Add Extension".  Enter: 2; select type as "Play Announcement".
    Sample text:
    When you hear your party's extension please press star to skip rest of the directory and dial that extension.  For Mary Jane, please dial 11. For Casey Dill, dial 12. For Jennifer Crawford, dial 13.....
    You can choose to end the call after playing the information or take the caller back to the main greeting.
  • Directions, Locations
    Note
    : During announcement play if the user presses star *, it will skip rest of the announcement and take the caller back to the main auto-attendant greeting.
    Click "Add Extension".  Enter: 3; select type as "Play Announcement"
    Sample text:
    At any time you can press star to end this announcement and go back to main menu. We are located at ABC street, Suite 101, City, State. We are open Monday to Friday 8 AM to 5 PM.  We are closed Saturday and Sunday.
    Type your directions and address information for Text to Speech or record audio in your own voice. You can also record a custom mp3 sound file with these instructions. You can choose to end the call after playing the information or take the caller back to the main greeting.
  • Billing & Accounting
    Click "Add Extension".  Enter: 4; select type as "Ring Multiple iPlum/External Numbers - Simultaneous" for Billing. Add multiple numbers (iPlum, external numbers or mix). Choose the option for primary voicemail to use when the extension is not answered.  You can also read this section for setting hunt group with multiple numbers.
  • Repeat Greetings
    Click "Add Extension".  Enter: 9; select type as "Repeat Greeting". Save it.
  • Answering service for after-hours:
    Click "Add Extension".  Enter: 5; select type as "Ring Single External Number" and type the answering service phone number.
  • Configure extensions to dial multiple numbers Sequentially or Simultaneously?
    You can enter multiple phone numbers for any extension/s.  For sequential flow the system will try each number in a hunt group and move to next available in the sequence.  It will try for 18 seconds for each number. For simultaneous call flow, the system will dial all numbers at the same time, whosoever first picks the call gets connected. You can choose to send the unanswered call to go to the main number voicemail.

5. Hours (Business Hours Profile)

Select hours priority of this profile: 1.
Note: Hours priority (1 to 9) has to be unique. If there are overlapping time periods (hours) across profiles, the system will use the priority levels for its management. e.g. Hours priority 1 takes precedence over priority 2.
Verify your time zone: e.g. America/Los Angeles (UTC-08:00) .
Select hours: Monday to Friday From 8 AM - To 5 PM.  Click Skip for Saturday and Sunday.Note: There are additional options for each user to setup their own working hours in the Do-Not-Disturb section of Settings module or in their iPlum app.

6. Advanced Settings (Business Hours Profile)

It is recommended to keep default values for this section.  

7. Set After Hours Profile

8. Auto-Attendant Greeting (After Hours Profile)

Sample greeting text:

Thank you for reaching ABC healthcare practice. For any medical emergencies please dial 911 or go to your nearest hospital.  Our normal business hours are between 8 AM to 5 PM Monday to Friday.  You have called us after hours or on a weekend.  To leave a voicemail press 0, Otherwise press 5 and you will be transferred to our answering service.  Press 9 to repeat these options.

9. Extensions (After Hours Profile)

  • Main Voicemail
    Click "Add Extension".  Enter: 0; select type as "Do not Ring. Send to Main Voicemail". Save it.
  • Repeat Greetings
    Click "Add Extension".  Enter: 9; select type as "Repeat Greeting".
  • Answering service for after-hours:
    Click "Add Extension".  Enter: 5; select type as "Ring Single External Number" and type the answering service phone number.

10. Hours (After Hours Profile)
Select hours priority of this profile: 2.
Note: Hours priority (1 to 9) has to be unique. If there are overlapping time periods (hours) across profiles, the system will use the priority levels for its management. e.g. Hours priority 1 takes precedence over priority 2.
Verify your time zone: e.g. America/Los Angeles (UTC-08:00) .
Select hours: Monday to Friday From 5 PM - To 8 AM.  Click "All Day" for Saturday and Sunday.

11. Advanced Settings (After Hours Profile)

It is recommended to keep default values for this section.  

C. Enable or Pause Phone Tree.

Click “Save Configuration” button at the bottom of page and Toggle Enable switch green to enable Phone Tree.

Note: If you want to disable or by-pass Phone Tree, toggle the Enable switch to red.


III. Two user mobile phone system (Owner & Assistant)

Step by step process

A. How to create the primary iPlum number and an additional user?

  1. Get primary iPlum number
    Login https://my.iplum.com
    Click “Get iPlum Number” for the primary account and follow the prompts to purchase an iPlum number subscription. This will be your primary number. You can also port an existing number into iPlum ( read steps).
  2. Create login-id and subscription for additional user
    Note:
    Even if you want same number for owner and assistant, you will still need a subscription with iPlum number for additional user. In subsequent step you can change the outgoing caller-id for this user to show the primary number.
    Click: Dashboard || Users || “Add New User (Phone/Fax)” to create login-id with assistant’s mobile phone number or their email address.
    They will receive an invitation link via phone text or email. They will click the link and setup a new password for their account. This employee is now connected to the primary account and as an administrator you will see them accepted in “Users” section in your iPlum portal.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number.
    Follow the prompts to purchase an iPlum number with subscription for this user.
  3. Change user’s outgoing caller-id
    By default the user caller-id is their own iPlum name and number. You can change it to show primary number’s caller-id so that all outgoing calls from users show primary iPlum number and name.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (Outgoing) || Edit || Select “Primary iPlum number” and save.
  4. Setup business hours for this user
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb, Non Business hours || Edit.
    Toggle switch for calls and /or texts. Select hours. Make sure you enter the non-business hours like 5 PM to 8 AM. The system will automatically convert them to business hours. Save it.
  5. Setup voice network mode for best call reliability
  6. Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.
    Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.

B. Setup Phone Tree

1. Initialize Phone Tree
Click “Dashboard || Phone Tree & Extensions” and click “Setup Phone Tree” (Only required first time).

2. Profile
The system generates one default profile. Most businesses are fine with the default profile.
Profiles allow you to create multiple set of extensions for different hours or days of the week.

Profiles are NOT your business hours. Business hours are configured in “Do Not Disturb” module in Settings.

3. Auto-Attendant Greeting

Sample greeting text:
Thank you for reaching our healthcare practice. For any medical emergencies please dial 911 or go to your nearest hospital. If you know your practitioner’s extension, please dial it now. Otherwise during our normal business hours between 8 AM to 5 PM Monday to Friday, please press 1 for making a new patient appointment, 2 for billing and accounting, 3 for directions. To leave a voicemail press 0. If you are calling us after hours, please press 4 and you will be transferred to our answering service. Press 9 to repeat these options.

4. Extensions

Maximum length of extension digits: If you want single digit extensions like 1,2,3 ..9, you will set this value to 1. If you want extensions like 11, 12, 13…, you will set this value to 2. If you want a mix of extensions like 1,2,3, 10, 11, 91…, you will set this value to maximum digits which will be 2. You can set upto 4 digit extensions.

  • Add extensions
    Click “Add Extension”. Enter: 1; select type as “Ring Single iPlum Number” ; select iPlum number from dropdown for assistant. You can keep the voicemail to user’s iPlum number or go to primary number based on your requirements for this user. Save it.
    Click “Add Extension”. Enter: 2; select type as “Ring Single iPlum Number” ; select iPlum number from dropdown for assistant. You can keep the voicemail to user’s iPlum number or go to primary number based on your requirements for this user. Save it.
    Click “Add Extension”. Enter: 0; select type as “Do not Ring. Send to Primary Voicemail”. Save it.
    Click “Add Extension”. Enter: 9; select type as “Repeat Greeting”. Save it.
    Click “Add Extension”. Enter: 3; select type as “Play Announcement for Directions and Locations”
    Sample text:
    At any time you can press star to end this announcement and go back to main menu. We are located at ABC street, Suite 101, City, State. We are open Monday to Friday 8 AM to 5 PM. We are closed Saturday and Sunday.
    Note
    : During announcement play if the user presses star *, it will skip rest of the announcement and take the caller back to the main auto-attendant greeting.
    Type your directions and address information for Text to Speech or record audio in your own voice. You can also record a custom mp3 sound file with these instructions. You can choose to end the call after playing the information or take the caller back to the main greeting.
  • Answering service for after-hours
    Click “Add Extension”. Enter: 4; select type as “Ring Single External Number” and type the answering service phone number.
  • Configure extensions to dial multiple numbers Sequentially or Simultaneously?
    You can enter multiple phone numbers for any extension/s. For sequential flow the system will try each number in a hunt group and move to next available in the sequence. It will try for 18 seconds for each number. For simultaneous call flow, the system will dial all numbers at the same time, whosoever first picks the call gets connected. You can choose to send the unanswered call to go to the main number voicemail.

C. Advanced Settings

It is recommended to keep default values for this section.

G. Enable or Pause Phone Tree

Click “Save Configuration” button at the bottom of page and Toggle Enable switch green to enable Phone Tree.

Note: If you want to disable or by-pass Phone Tree, toggle the Enable switch to red.

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IV: Single user mobile phone system example

Single user phone system is a simplified version of multiple user phone system. It will be helpful to review multiple user phone system example which has many scenarios covered.

Step by step process

A. Create the primary iPlum number

  1. Get primary iPlum number: https://my.iplum.com

    Click “Get iPlum Number” and follow the prompts to purchase an iPlum number with subscription. This will be your primary number. You can also port an existing number into iPlum ( read steps).
  2. (Optional) Setup business hours
  3. Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb, Non Business hours || Edit.
  4. Toggle switch for calls and /or texts. Select hours. Make sure you enter the non-business hours like 5 PM to 8 AM. The system will automatically convert them to business hours. Save it.
  5. Setup voice network mode for best call reliability
  6. Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
  7. Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.
  8. Click: Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the physical mobile phone number where this iPlum app will be used and save.

B. Setup Phone Tree

1. Initialize Phone Tree
Click “Dashboard || Phone Tree & Extensions” and click “Setup Phone Tree” (Only required first time).

2. Profile
The system generates one default profile. Most businesses are fine with the default profile.
Profiles allow you to create multiple set of extensions for different hours or days of the week.

Profiles are NOT your business hours. Business hours are configured in “Do Not Disturb” module in Settings.

3. Auto-Attendant Greeting

Sample greeting text:
Welcome and thank you for calling Mary’s consulting company where we design beautiful houses. Our normal business hours are 8 AM to 5 PM Monday to Friday. Please press 1 to reach Mary, 2 for directions to our office and 3 for billing. If this is after hours please press 4 to leave a voicemail. To hear these options again, please press 9.

4. Extensions

Maximum length of extension digits: If you want single digit extensions like 1,2,3 ..9, you will set this value to 1. If you want extensions like 11, 12, 13…, you will set this value to 2. If you want a mix of extensions like 1,2,3, 10, 11, 91…, you will set this value to maximum digits which will be 2. You can set upto 4 digit extensions.

Add Extensions

  • Click “Add Extension”. Enter: 1; select type as “Ring Single iPlum Number” and select your iPlum # or “Do not Ring. Send to Primary Voicemail” (If you want the call to go directly to voicemail).
  • Click “Add Extension”. Enter: 3; select type as “Ring Single iPlum Number” and select your iPlum # or “Do not Ring. Send to Primary Voicemail” (If you want the call to go directly to voicemail).
  • Click “Add Extension”. Enter: 4; select type as “Do not Ring. Send to Primary Voicemail”.
  • Click “Add Extension”. Enter: 9; select type as “Repeat Greeting”.
  • Directions, Locations

Note: During announcement play if the user presses star *, it will skip rest of the announcement and take the caller back to the main auto-attendant greeting.

Click “Add Extension”. Enter: 2; select type as “Play Announcement”

Sample text:
At any time you can press star to end this announcement and go back to main menu. We are located at ABC street, Suite 101, City, State. We are open Monday to Friday 8 AM to 5 PM. We are closed Saturday and Sunday.

Type your directions and address information for Text to Speech or record audio in your own voice. You can also record a custom mp3 sound file with these instructions. You can choose to end the call after playing the information or take the caller back to the main greeting.

5. Advanced Auto-Attendant (IVR) Settings:

It is advisable to keep other timers and counts with their default values.

C. Enable or Pause Phone Tree

Click “Save Configuration” button at the bottom of page and Toggle Enable switch green to enable Phone Tree.

Note: If you want to disable or by-pass Phone Tree, toggle the Enable switch to red.

Additional Phone Tree Features

a) Does my Phone Tree handle multiple incoming calls at same time?

Yes, you can receive any number of simultaneous calls to your main iPlum number using Phone Tree. iPlum provides multi-paths for your iPlum incoming calls by default.

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b) Can I setup multiple extensions routing calls to same iPlum number?

Yes, you will create multiple extensions and point them to the same iPlum number.

Example:

Welcome and thank you for reaching John’s Architecture Company where we help to build office buildings. Press 201 for new clients, 202 for design support, 203 for billing and zero to reach operator. Press nine to repeat this menu.

Extensions:

Maximum length of extension digits: 3

Add Extension. Enter: 201; Select type as “Ring Single iPlum Number” and select iPlum #.

Add Extension. Enter: 202; Select type as “Ring Single iPlum Number” and select iPlum #.

Add Extension. Enter: 203; Select type as “Ring Single iPlum Number” and select iPlum #.

Add Extension. Enter: 0; Select type as “Do not Ring. Send to Primary Voicemail”.

Add Extension. Enter: 9; Select type as “Repeat Greeting”.

c) Can I setup an extension routing calls to an external non-iPlum number?

Yes, you will create an extensions and point it to the external non-iPlum number.

Example:

Sample Greeting:

Welcome and thank you for reaching John’s consulting. Please press one to setup an appointment.

Extensions:

Maximum length of extension digits: 1

Add Extension. Enter: 1; Select type as “Ring Single External Number”. Enter the external phone number to route the calls.

d) How to setup an extension to call multiple numbers sequentially or simultaneously?

Sequential or Simultaneous Multiple Numbers means that you can enter multiple phone numbers for one extension. For sequential flow the system will try each number in the hunting group and move to next available in the sequence. It will try for 18 seconds for each number. For simultaneous call flow, the system will dial all numbers at the same time, whosoever first picks the call gets connected. You can choose to send the unanswered call to the main number voicemail.

Example:

Extensions:

Maximum length of extension digits: 1

Add Extension. Enter: 1; Select type as Ring Multiple iPlum/External Numbers – Sequential ; Enter iPlum numbers which you want to ring one after the other when caller presses option 1. You can choose to send the unanswered call to the primary number voicemail.

OR

Add Extension. Enter: 1; Select type as Ring Multiple iPlum/External Numbers – Simultaneous ; Enter iPlum numbers which you want to ring simultaneous when caller presses option 1. You can choose to send the unanswered call to the primary number voicemail.

e) How to setup extensions going directly to different voicemails?

Each iPlum number has one voicemail box. For multiple voicemails, you will create users with its own iPlum numbers and route phone tree extensions to those numbers.

Additionally you can set up Do-Not-Disturb on these new iPlum numbers so that when user selects that extension, it will directly go to that voicemail without ringing.

You can access voicemails in your iPlum app or iPlum online portal.

f) How to setup information announcements like directory, hours of operation, directions?

Add Extension. Enter extension number; Select type as “Play Information”. Type your information for Text to Speech or you can record a custom mp3 sound file as per these instructions.

You can choose to end the call after playing the information or take the caller back to the main greeting.

Sample text:
At any time you can press star to end this announcement and go back to main menu. We are located at ABC street, Suite 101, City, State. We are open Monday to Friday 8 AM to 5 PM. We are closed Saturday and Sunday.

g) How to setup directory of users?

Play directory of users. Click “Add Extension”. Enter an extension; select type as “Play Announcement”. Then record the directory of all users with their extensions as text to speech or your own voice. You can use a custom audio file as well. Please add an additional line in beginning of your directory announcement which tells the callers to press * “star” to skip rest of directory & then press that extension they want to reach.

You can choose to end the call after playing the information or take the caller back to the main greeting.

Sample text:
When you hear your party’s extension please press star to skip rest of the directory and dial that extension on the main menu. For Mary Jane, please dial 101. For Casey Dill, dial 102. For Jennifer Crawford, dial 103.

h) Can I use my main iPlum number as one of the extensions?

If you have only one iPlum number, yes you can configure extension/s to route incoming calls to the same iPlum number. It will not create a circular reference. For multi-user account it is generally not recommended to use the same number as one of the extensions to maintain security of the account.

i) How to configure multiple receptionists for an extension?

  1. Create login-ids for each receptionist with their own iPlum number:
    Dashboard || Users || Add New User (Phone/Fax). Get local iPlum number with plan on this line.
  2. Update caller-id for this user so that when they dial out it shows primary number:
    Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller ID || Edit using pencil icon || Primary iPlum Account.
  3. Switch-off the individual voicemails for the receptionists user account:
    Dashboard || Users || Click iPlum Login ID of the User || Voicemail || SETTINGS || Enable Voicemail: Toggle “off” || Save.
  4. Enable Do Not Disturb hours on each receptionists user accounts :
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb (Edit) || Silence Call Ringing: Toggle “On” ; Select radio button “Drop call” ;
    Click “Schedule (Non-Business Hours)”. Setup hours when the specific receptionist is not in shift || Save.
    Save again.
  5. Go back to the Phone Tree settings. In the Extensions section, click “Add Extension”. Enter extension number; Select type as “Ring Multiple iPlum/External Numbers – Sequential or Simultaneous” based on your requirements. Enter the two or more iPlum numbers which you have created as user accounts for receptionists.
  6. Choose the option for voicemail as “Send unanswered call to primary voicemail”.
  7. The calls will initially ring to the receptionists and if none of them pick up, the call will be routed to the main voicemail.

j) How to setup tree with multiple levels of Auto-Attendants (IVR)?

Case 1: A business has multiple subsidiaries each with its own set of extensions.

Case 2: A business needs two layer Auto-Attendant (IVR) for English & Spanish language callers.

One can create one Auto-Attendant (IVR) per primary account. To create 2nd levels of Auto-Attendant (IVR), you will create two independent accounts with their own Auto-Attendants (IVR). In the first Auto-Attendant (IVR) make one of the extensions to ring the primary iPlum number of 2nd independent account. The caller will dial the main number, hear the greeting, choose the subsidiary and then dial the extension.

  1. Create iPlum Primary account with main Auto-Attendant.
  2. Create separate iPlum accounts for each subsidiary with their own Auto-Attendants.
  3. In the Primary account’s Auto-Attendant “Extension setup”, add Subsidiary iPlum numbers (which will have their own Auto-Attendant).

k) First ring an iPlum number, if unanswered, send the call to an Auto-Attendant with extensions?

  • Setup your main number where you will receive incoming calls as a sub-account.
  • You can update Caller-ID of all account/sub-account/s in their respective “Profile & Permissions” to any iPlum number in your account.

l) Using auto-attendant, first ring an external number, if unanswered send the call to iPlum voicemail?

Extensions:

Select “Ring Multiple iPlum/External Numbers – Sequential”. Put your external number first and then add your iPlum number as the last number for that extension. Further you can configure “Do Not Disturb” for the iPlum number so that the call will directly go to the voicemail after first ringing your external number.

Note: If you manually dismiss the call on external line, its device will force the call to its local voicemail. In the default iPlum Advanced Settings for Sequential Ringing, the call needs to ring 18 sec on the external line before it will rollover to next line (iPlum voicemail in this case). You can increase or decrease the Sequential Ringing time.

We suggest that instead of routing calls to external numbers, you get additional iPlum numbers to separate business calls from personal calls on each user device and then configure the extensions to those iPlum numbers in the call flow.

m) Using auto-attendant, first ring an iPlum number, if unanswered send the call to an external answering service?

Setup extension with “Ring Multiple iPlum/External Numbers – Sequential”. Put your iPlum number first & then the answering service phone number. The call will first ring on your iPlum number and if you don’t answer, it will roll over to the external answering service. You can choose to send the unanswered call to the main number voicemail.

Note: If you manually dismiss the call on external line, its device will force the call to its local voicemail.

n) How to setup business hours for my auto-attendant (IVR)?

Please check multiuser auto-attendant example to create profiles.

o) How to setup business hours when iPlum calls are routing to an external number?

Please check multiuser auto-attendant example to create profiles.

p) Can I transfer my existing number to iPlum and setup auto-attendant?

There are multiple options:

Yes, you can port your existing number into iPlum.

In case you can’t port, you can use your existing number and set call forwarding from it to an iPlum number where you setup auto-attendant.

q) Which Caller-ID will show for incoming iPlum calls?

You can choose to show the Call Origination Number (default settings) or your iPlum Number as the display Caller-ID for your incoming iPlum calls. This option is available in Auto-Attendant Settings.

r) How to display main iPlum number for all outgoing iPlum calls for all users in my iPlum account?

You can setup your account such that it will show main iPlum number when any user in your iPlum account makes an outbound calls irrespective of their own iPlum number. For each user you can set their Caller-ID number to use Main iPlum Number.
Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller ID || Edit & change to Primary account number.

s) How to transfer calls between extensions?

Yes, after you receive a call on any extension via Auto-Attendant (IVR), you can transfer call to another iPlum or external number by pressing *7 (star 7) and entering the 10 digit phone number followed by #. After the call is connected, press:

0 to conference.

1 to exit yourself.

2 to end call transfer.

Example:

A calls B. B wants to transfer call to C.
(C – Phone Number: 202-123-1234).

After A gets connected to B, B will enter *7 in their dialpad followed by 2021231234#.

A will hear Music-on-Hold.

B can talk to C for one-one conversation, then press 0 to conference C into the call with A.

Or press 1 to take itself (B) out of the bridge and let A and C have the conversation.

Or press 2 to end the call with C (keep conversation between A and B).

t) Can I record my iPlum calls?

Yes, you can enable call recording feature. You automatically get an email alert when you have a recording which you can play in the iPlum online portal or iPlum app. This feature also includes an optional “Consent” message which you can play for incoming calls if your state requires it.

u) What are Advanced Phone Tree Settings?

It is recommended to keep default values for this section.

  • System Parameters: Ring time interval between call legs = 18 seconds.
  • Invalid extension tries (before disconnecting the call) = 3.
  • Number of times to play greeting (before disconnecting the call) = 3.
  • Incoming Caller ID for Extensions. Choose between “Show actual calling number” (default) or “Show primary account iPlum number”.
  • Get notification in iPlum app (Not recommended). Check this option if you want to get an alert in your iPlum app whenever there is a incoming call to the iPlum number where Auto-Attendant is setup irrespective if the caller selected any extension after listening to the greeting.

v) Put a call on hold with music?

After you receive a call on any extension via Auto Attendant (IVR), you can put the caller on hold by pressing *8 (star 8).

You can un-Hold the call by again pressing *8.

Both parties will hear music.

Helpful links:

How to port an existing number into iPlum?

How to setup a business team account in iPlum?

Voice Network Mode – Incoming

Voice Network Mode – Outgoing

All Q&A

The number you are porting into iPlum should be an active working number at your existing provider. During the port process the number will continue to work at your existing provider. There is no service disruption. When the port process gets completed you will get an email alert. At that time the number will stop working at your existing provider and it will start working at iPlum.

1. Porting your first number to iPlum.

2. Porting additional numbers to iPlum.


1. Porting your first number to iPlum

Important: When you start the porting process at iPlum portal, it will first check the porting number eligibility and then it will prompt you to setup an iPlum account using your physical mobile phone number (which will also become your login-id). You will receive the verification code on this physical number. This physical mobile phone number should be different from your porting number.  

iPlum is generally setup as 2nd line on your personal phone.  If you have only one mobile number and you want to port that number into iPlum, we recommend that after porting gets completed, you contact your carrier to get a new number for your personal phone.

If you are located international and want to port your US/Canada number to iPlum, you will use your international phone number as login ID.


Steps:

  1. Go to https://my.iplum.com and select button "Port Existing Number".
    Note:
    If you have already opened an iPlum account, you can login and click "Port Number" and complete the process.
  2. The portal will walk you through the process of setting up an account & the porting process. You can port any type number to iPlum: local, toll-free, US, Canada, physical or virtual number.  If you are porting a virtual number from Google Voice, Google Fi, Sideline, Smartline etc, please unlock it with them before porting it into iPlum.  You can email us for instructions to unlock number at each vendor. Traditional carriers like AT&T, Verizon, T-Mobile, Spectrum, Bell (Canada), Rogers (Canada), Telus (Canada) etc do not require unlocking before porting in most cases.
  3. Fill the Porting Form.
    Select the iPlum user where to port your external number: Select your iPlum account/sub-account where to want to port your external phone number.

    Fill the form with your external porting number account details:

    Name of your Current Carrier/Vendor:
    Enter the name of existing carrier/vendor of the porting phone number.

    Current Carrier Number Type:
    Select Single Line if there is only one number in the account which is getting ported. Select Multi-Line if there are more numbers in the account but you are transferring only one number to iPlum.

    Porting Number Type:
    Select Business Local, Business Toll Free or Residential based on your existing number. If you don’t know your classification, most carriers will accept if you select Business Local for any local number porting. Note: If your Toll Free is a Residential number, select Business Toll Free option.

    Your Business Name / Full Name (With Current Carrier):
    Fill the text box as per information on your carrier bill.

    Authorized Owner’s Name with Current Carrier:
    For businesses, it is the name of the person authorized on the account. For residential accounts it is same as the subscriber’s name.

    Your Billing Account Number with Current Carrier:
    Enter entire account number from your existing bill. Don’t enter spaces, dashes or hyphens. If you don’t have account number, enter the phone number you are porting.

    Primary Phone Number On Your Current Carrier Account (BTN):
    For Single Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

    Security Code or PIN with Current Carrier:Enter the security code or pin for your external vendor account. It is mandatory if there is a security code setup on your number with current carrier. For certain digital accounts, you may need to unlock your existing number and the vendor will give you a code which you will enter here.

    Service Address with Current Carrier:
    Please enter the service address of the phone number which you are porting. Keep in mind your service address may be different than the billing address. If you are not sure, call your vendor to get that service address. You can also request a CSR (Customer Service Record) from your vendor which has detailed address information. Enter the address split as street number, direction and street name. If there is no direction, leave it blank. Do not enter PO Box addresses as service address can’t be PO Box.
  4. Back-End process: Once you enter the port order, the system will do initial verification and submit the order to the losing carrier. If there is any information mismatch found by losing carrier, you will receive an email alert from iPlum. It takes approximately 1 – 7 business days to transfer a phone number into iPlum based on the carrier after the order is accepted by losing carrier. Wireless carriers do faster transfers than the landline carriers. Meantime you can continue to use your service with existing carrier. There is no downtime.
  5. Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
  6. Download iPlum app from Apple App Store or Google Play on your smartphone or tablet, login and start using it.
  7. Check disconnect with the carrier: After your number has been successfully ported into iPlum, we advise that you call your carrier to confirm disconnect of the service and stop any further billing.
  8. Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.


2. Porting additional numbers to iPlum

  1. Login to your iPlum portal using your existing iPlum credentials.
    https://my.iplum.com
  2. Create new user
    Dashboard || Users || Add New User (Phone/Fax). You can choose a Phone number or Email option to create the new user account. You will get a link via phone number or email. Accept that link by creating a new password for the sub-account.
  3. Start port process.
    Dashboard || Users || Click iPlum Login ID of the User || Port Number. Enter the external phone number which you want to transfer into iPlum.
  4. Fill the Porting Form.
    Select the iPlum user where to port your external number:
    Click the text box to select your iPlum account/sub-account where to want to port your external phone number.

    Fill the form with your external porting number account details.

    Name of your Current Carrier/Vendor:
    Enter the name of existing carrier/vendor of the porting phone number.

    Current Carrier Account Type: Select Single-Line if there is only one number in the account which is getting ported. Select Multi-Line if there are more numbers in the account but you are transferring only one number to iPlum.

    Porting Number Type:
    Select Business Local, Business Toll Free or Residential based on your existing number. If you don’t know your classification, most carriers will work fine if you select Business Local for any local number porting. Note: If your Toll Free is a Residential number, still select Business Toll Free option.

    Business Name / Full Name with Current Carrier:
    Fill the text box as per information on your carrier bill.

    Authorized Owners’s Name with Current Carrier:
    For businesses, it is the name of the person authorized on the account. For residential accounts it is same as the subscriber’s name.

    Your Billing Account Number with Current Carrier:
    Enter entire account number from your existing bill. Don’t enter spaces, dashes or hyphens. If you don’t have account number, enter the phone number you are porting.

    Primary Phone Number On Your Current Carrier Account (BTN):
    For Single-Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

    Security Code or PIN with Current Carrier:
    Enter the security code or pin for your external vendor account. Normally this is the code you give your vendor when you call them to access any information on your external account. In case you don’t have one setup enter 0000. For certain digital accounts, you may need to unlock your existing number and the vendor will give you a code which you will enter here.

    Service Address with Current Carrier:
    Please enter the service address of the phone number which you are porting. Keep in mind your service address may be different than the billing address. If you are not sure, call your vendor to get that service address. You can also request a CSR (Customer Service Record) from your vendor which has detailed address information. Enter the address split as street number, direction and street name. If there is no direction, leave it blank. Do not enter PO Box addresses as service address can’t be PO Box.
  5. Back-End process: Once you enter the port order, the system will do some verification and submit the order to the losing carrier. If there is any information mismatch responded by losing carrier, you will receive an email alert from iPlum. It takes approximately 2 – 7 business days to transfer a phone number into iPlum based on the carrier. Wireless carriers do faster transfers than the landline carriers. Meantime you can continue to use your service with existing carrier. There is no downtime.
  6. Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
  7. Download iPlum app from Apple App Store or Google Play on your smartphone or tablet, login and start using it.
  8. Check disconnect with the carrier: After your number has been successfully ported into iPlum, we advise that you call your carrier to confirm disconnect of the service and stop any further billing.
  9. Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.
  10. To setup multiple lines on same phone check this FAQ.



Note: During the port process, if you have any questions, you can always contact us.

Step by Step Process:

  1. Login:
    Login to iPlum web portal https://my.iplum.com.|
  2. Billing:
    Click "Billing" in left menu.  Add your payment method here.  If your existing payment method is failing, delete it and redo the new payment method. If you have set up multiple payment sources, select the one you want to use as "Default".
  3. Auto Reload
    Toggle green "Enable credits auto-load", set the threshold and save it.
  4. This will allow the system to load one-time 2,000 usage credits for $19.99 when the plan credits gets exhausted for any iPlum line, and those same credits will be subsequently used as “overlay” for that line for 1 year whenever you have used your allocated monthly usage plan credits.




Helpful links:

How to setup iPlum business team account?

How to port my existing number to iPlum?

Please check here for details of iPlum call recording feature.

https://iplum.com/call-recording/

Multi-User Team Account Features:

Any iPlum account can be converted into a multi-user account.

  • Add and manage additional iPlum users.
  • Centralized billing .
  • Setup auto attendant and extensions.
  • Configure caller-id of additional users to main phone number.
  • Restrict permissions of certain user features.
  • Centralized archive texts.
  • Centralized call recordings.


Step by Step Process:

  1. Signup Primary iPlum Account:
    Click Sign in at top right corner of iPlum website.  

    Click "Get New Number".
    If you do not need an iPlum number for primary account, click "Choose Number Later, Create Account".
  2. Use your mobile phone number to receive the verify code. Your mobile number will also become your login ID for the new iPlum account. It will not change any services or carrier on this number.  You can always change your login ID to an email address or a different mobile number once you have successfully setup an iPlum account.

    To add a new iPlum user in your primary account:
    Dashboard || Users || Click “Add New User (Phone/Fax)“. Create a new login-id with a mobile phone number or an email address. Landline or virtual numbers can not be used to create user accounts.

    The user will receive a link via phone text or email used to create their account.

    Once the user clicks the link, it will require them to setup a new password.

    The user is now connected to the primary account and you will see them in “Users” section.

    Go to Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number. Follow the prompts to purchase the iPlum number for this user.

    The user can download iPlum app, login and start using it.

    Show outgoing Caller-ID as use Main Account Number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing)|| Edit (Primary iPlum number).

    You can also modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.

    To setup voice network mode for best call reliability :
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Outgoing Calls || Use My Voice Network || Enter the external phone number and save.

    Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Incoming Calls || Use My Voice Network || Enter the external phone number and save.|

    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

    To attach an existing independent iPlum account to your primary iPlum account:

    Click “Add New User (Phone/Fax)“. Enter user’s existing iPlum login-id.

    The user will receive a link.

    Once the user clicks the link, it will connect to your primary account and you will see them in “Users” section. If the user has purchased an iPlum number with plan, it will stay as is but the billing will move to the primary account. You can skip the next step.

    Go to Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number. Follow the prompts to purchase the iPlum number for the this additional line.

    The user will see the new iPlum number assigned to them in their iPlum app.

    Show outgoing Caller-ID as use primary account Number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit (Primary iPlum number).

    You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.

    To setup voice network mode for best call reliability :
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Outgoing Calls || Use My Voice Network || Enter the external phone number and save.

    Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Incoming Calls || Use My Voice Network || Enter the external phone number and save.

    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
  3. (Optional) Enable Auto Attendant to setup welcome greeting and extensions for all users.


Helpful links:

How to setup your main iPlum number to ring multiple phones or users?

How iPlum mobile phone system with auto attendant works?

How to port my existing number to iPlum?"

How to block numbers from calling my iPlum?

A) Setup: I have an existing iPlum phone line account.

I. New fax line

  • Login iPlum portal   https://my.iplum.com/.
  • Click:  Dashboard || Users || Add New User (Phone/Fax).   Use an email address to setup a new user which will be used for setting up fax.
  •  Once the user is created, click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number
    (Make sure to select the fax plan when prompted).


II. Port an existing fax number

  • Login iPlum portal   https://my.iplum.com/.
  • Click:  Dashboard || Users || Add New User (Phone/Fax).   Use an email address to setup a new user which will be used for setting up fax.
  •  Once the user is created, click: Port Number || Port-In form
    (Make sure to select the fax plan when prompted).



B) Setup: I do not have an existing iPlum account.

I. New fax line

  • Go to https://iplum.com/.
  • Click “Sign in” at top right corner.
  • Under New Account Setup on left screen, click white button “Get New Number”
  • Search the number you want and select the fax plan to complete the purchase.


II. Port an existing fax number

  • Go to https://iplum.com/.
  • Click “Sign in” at top right corner.
  • Under New Account Setup on left screen, click white button “Port Existing Number”
  • Follow the prompts to create an account, fill the port form and select the fax plan to complete the purchase.



C) How to send and receive faxes using iPlum?

I. Sending fax

  • Go to https://my.iplum.com/.
  • Existing user login.
  • In the left menu bar, you will see "Fax" option.
  • Select tab "SEND" to initiate your fax.
  • Enter the fax number and attach the file you want to fax.  You can select a cover sheet if you would like.


II. Receiving fax

  • You will get an email when there is a fax waiting for you.
  • Go to https://my.iplum.com/.
  • Existing user login.
  • In the left menu bar, you will see "Fax" option.
  • Select tab "RECEIVED" to download your fax.

iPlum provides two (2) types of call forwarding.

A.  Phone Tree: Auto-Attendant (IVR) with Extensions

Using auto-attendant (IVR) feature you can create a powerful call flow for your incoming calls to various extensions in sequential and simultaneous transfers.

* Please check separate section for iPlum auto-attendant (IVR) examples.


B. Simple Call Forwarding & Delayed Call Forwarding

You can use Call Forwarding and/or Delayed Call Forwarding to external numbers or a combination of iPlum and external numbers without requiring extensions.

Features

  1. Forward incoming iPlum calls to 3 numbers simultaneously. If you want to forward to more than 3 numbers you can create a cascading tree flow.
  2. Delayed call forwarding: Accept calls, when unanswered send them to an external answering service or voicemail.
  3. Setup business hours for call forwarding.
  4. Get notifications in the iPlum app when any call is forwarded to an external number.
  5.  
  6. Select display Caller-ID:  Choose to show Origination Number (default settings) or iPlum Number as the display Caller-ID on the call receiving devices.
  7. Ideal for international users who want to forward iPlum calls to their international phone number if they have unstable internet connection.

Do I need to setup call forwarding if my goal is to receive iPlum Calls on my mobile phone?

If you are in US or Canada, you don't need to set call forwarding to receive iPlum calls on your mobile.  You can simply install iPlum app on your phone and setup iPlum Voice Network Mode to make/receive calls with carrier class quality on your mobile phone with iPlum number as Caller-ID and without using data.

Where do I setup call forwarding?

Online web portal: Login https://my.iplum.com/.  
Dashboard || Users || iPlum Login ID of the User || Settings || Call Forwarding (Edit).  

In the text box enter your iPlum number and/or additional iPlum or external numbers. If you want to forward to more than 3 numbers you can create a cascading tree flow.

OR

iPlum App:
Settings || Call Forwarding  || Set Options.  

In the text box enter your iPlum number and/or additional iPlum or external numbers. If you want to forward to more than 3 numbers you can create a cascading tree flow.


How do I setup delayed call forwarding or forward unanswered calls to my answering service or another iPlum number?

iPlum portal:
Login https://my.iplum.com/.
Click "Dashboard || Users|| iPlum Login ID of the User || Settings || Call Forwarding (Edit) and enable it.  

In the first text box enter your iPlum number.  

Check "Additional Options" and select "Delayed Call Forwarding to Different Number" and enter your answering service phone number or an iPlum number or an external number.


iPlum App:
Settings || Call Forwarding  || Set Options.  

In the first text box enter your iPlum number.  

Check "Additional Options" and select "Delayed Call Forwarding to Different Number" and enter your answering service phone number or an iPlum number or an external number.

Can I add my iPlum number along with external numbers for call forwarding ?

Yes, if you want to ring incoming calls in your iPlum app as well as external number/s, you would enter your iPlum number as one of the call forwarded numbers.  If you want to forward to more than 3 numbers you can create a cascading tree flow.

Can I setup call forwarding with extensions like press 1 for .., press 2 for ..?

Please use iPlum auto-attendant (IVR) feature which allows creating greeting and setup of unlimited extensions. See examples.

Can I setup call forwarding with specific hours?

Yes, you can setup hours during which the calls will be automatically routed to the numbers listed in call forwarding settings. Outside those hours, you will receive calls at your iPlum number.

How does call forwarding actually works?  Does the call first comes into my iPlum app?

After enabling call-forwarding, the system does intelligent call routing directly from iPlum cloud network to your forwarded numbers.  You don't need to keep the iPlum app open on your device for call-forwarding to work.  For outgoing calls or to send and receive texts you would still use iPlum app. Once you enable call forwarding, you can change it anytime using iPlum app or online portal.

Which caller-id will show for incoming iPlum calls when I have setup call forwarding?

You can choose to show Call Origination Number (default settings) or iPlum Number as the Display Caller-ID on the call receiving devices.

Can call forwarding work along side auto-attendant (IVR)?

Auto-Attendant (IVR) has in-built call forwarding mechanism which takes precedence.  If you have enabled it, the call forwarding will automatically gets disabled on that iPlum number.

How does texting work with call forwarding?

Texting is sent and received using iPlum app. Unlike calls, texts are not forwarded.

What is the cost of calls using call forwarding or auto-attendant (IVR)?

Call forwarding or auto-attendant (IVR) will always create two legs of the call: First to the iPlum number and second from iPlum number to the forwarded number. Both legs of the call will show in your call logs and each leg is billed according to the respective number.  


Helpful links:

How to setup your main iPlum number to ring multiple phones or users?

Setup an iPlum business team account.

Change from iPlum regular number to a Toll-free number.

Setup IVR / Auto-Attendant with extensions

All frequently asked questions.

Important: iPlum app holds one iPlum number but if you are using multiple numbers for incoming calls only, you can setup call forwarding from multiple iPlum lines to main iPlum number to receive all incoming calls in same app.  There are setting in call forwarding feature which allows you to see on which iPlum number the call came to distinguish between calls.  You can also route unanswered calls to that number’s specific voicemail greeting. If you need to use outbound calling in iPlum app showing each number separately OR you need texting for both lines you would either need to logout of one account & login to another or install them on different devices.  It can be a phone or a tablet.


Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.


Example setup:

Let's say you have already setup an iPlum phone number X. Now you want to purchase an additional iPlum number Y.  The goal is to receive calls from both numbers on the same device.

You can repeat this process for any number of additional iPlum phone numbers on one device.

A. Setup Additional iPlum Number (Y).

Note: If you have already purchased additional iPlum number, you can skip this step.

  1. Login to your primary iPlum Account online.
  2. Dashboard || Users || Add New User (Phone/Fax). Create a new user with an email address as login-id.
    Click the link you receive in SMS or Email to setup new password for this user. The additional user is now connected to your primary account.
  3. Dashboard || Users || Click iPlum Login ID of the new user.
    Click "Get iPlum Number" to setup a new iPlum number for this user. Lets say that number is Y.


B. Setup Simple Call Forwarding on Y.

  1. Login to your primary iPlum Account online.
  2. Dashboard || Users || Click the iPlum Login ID of the new user - where you want to setup call forwarding (Y)  ||  Settings || Call Forwarding (Edit).
  1. Enable Call Forwarding by toggle switch.
  2. Enter X.
  3. Select Incoming Caller-ID Number: Show user iPlum Number.
  4.        
  5. Get notification in iPlum app (Not recommended) : Leave it unchecked.
  6.        
  7. Advanced Options 2nd Level: Use iPlum Voicemail.  This will make sure the call gets routed to its own iPlum voicemail for that number.


C. Setup Voice Network mode on primary iPlum number X:

Voice network mode generally has best call quality.

Dashboard || Users || Click the primary line login ID  || Settings || Calling Network Mode: Incoming Calls (Edit)

Click "Use My Voice Network" and enter your physical mobile number.


D. Voicemail Greeting:

You can setup voicemail greetings in your own voice for each account in the iPlum portal.

Dashboard || Users || Click the iPlum Login ID where you want to setup Voicemail greeting  ||  Voicemail || Settings.



Note: If you don't want to pick the call, just let it ring or click "Side Power button" to stop ringing on your device.  After 20 seconds (default) the call will automatically go to its own iPlum voicemail and you will get an email alert for it.


E. Which account should I be logged into my iPlum app? :

Always login as your primary account X to receive calls from both primary (X) and additional iPlum number (Y).


F. Voicemail Transcriptions:

You can receive voicemails via email as audio file attachment along with voicemail text transcriptions.  Please check this FAQ for  voicemail transcription via email.


G. Business Hours:

You can setup business hours on each line using Do-Not-Disturb option at the iPlum portal.


H. Outgoing calls:

To make any outbound call from any iPlum number to show its caller-id, you will login as that account in your iPlum app.


I. Texting:

To send or receive texts, you will login as that specific account in your iPlum app.

Note: To see texts for both accounts in read only mode, you can enable Text Archive feature in your iPlum portal & you will be able to see the texts there for both accounts.



If you have any questions, you can always Contact us.











Important: This page assumes you have already setup a master iPlum account and you are adding additional users in this account.  Each user needs to get an iPlum subscription.  You can also configure their caller-id to show main number.

Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.


I. Add a new iPlum user in your master account.

II. Attach an existing iPlum Account to the master account.

III. Bulk upload users in your iPlum Account.


I. Add a new iPlum user in your master account

  1. Login https://my.iplum.com.  
  2. Click Dashboard || Users || Add New User (Phone/Fax).

    Create a new login-id with a mobile phone number or an email address.

    Note: Landline or virtual numbers do not work for creating additional users.
  3. The user will receive a link via phone text or email to accept your invitation. They will be prompted to setup a new password.
  4. You will be notified via email when the user accepts your invitation.
  5. You can assign a new phone number to that user or port their existing number in their account.
  6. Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number  or Port Number.  Follow the prompts.
  7. The user can download iPlum app, login as "Existing User" and start using it.
  8. Optional Steps:
  • To show the outgoing Caller-ID as use Main Account Number: Accounts  || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and Save it.
  • You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
  • To setup voice network mode for best call reliability :
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.


II. Attach an existing iPlum Account to the master account

  1. Login https://my.iplum.com.  
  2. Click Dashboard || Users || Click "Add New User (Phone/Fax)".  Enter user's existing "iPlum login-id".
  3. The user will receive a link on their login ID.
  4. Once the user clicks the link, it will connect them to your master account and you will see them in "Users" section.
  5. If they have an iPlum subscription, it will automatically move them to your master account billing and the next billing will happen from your master account payment mode.
  6. If the user doesn't have an existing iPlum subscription or you want to move them from Apple iTunes or Google Play, you can move over their subscription to master account and then have them cancel it at Apple or Google.  They will not lose the number:
    Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number.  Follow the prompts.
  7. The user will see the new iPlum number assigned to them in their iPlum app.
  8. Optional Steps:
  • To show the outgoing Caller-ID as use Main Account Number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID || Edit (Main account iPlum number).
  • You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User  || Profile & Permissions.
  • To setup voice network mode for best call reliability :
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

III. Bulk upload users in your iPlum Account.

Please check this link for bulk upload instructions.

  1. Login: https://my.iplum.com on your computer or a tablet.
  2. Dashboard || Users || Click iPlum Login ID of the User  || Settings || Announcement Before Ringing (Edit) .
  3. "Announcement Before Ringing" switch toggle to green color.
  4. Type your out-of-office message as text-to-speech or create a custom audio file.
  5. Note: Please do not setup "Do Not Disturb" (DND) for your iPlum number otherwise this Announcement will not play.  In case you need to setup DND, you should directly change your Voicemail greeting instead of this announcement.




Helpful links:

How to setup Do Not Disturb in iPlum?

What is included in CMS compliance requirements for insurance brokers?  

  • Call recording & archiving on active accounts for 10 years
  • Texting archiving on active accounts for 10 years.
  • Automated custom disclaimer announcement before call starts.
  • Business contacts backup.
  • Unlimited secure text channels.
  • Free BAA with HIPAA compliance.

Note: There is no separate storage cost.

[coll_smart_padding min="4" max="8"]  Pricing & prerequisites for compliance (A + B):  

  1. iPlum Unlimited Number Plan. Choose one plan from below options:
    U.S. local number: $8.99/mo paid annuallyOr Canada local number: $11.99/mo paid annually  Or  Toll-free number: $14.99/mo paid annually

Includes: Unlimited calling, texting, voicemail.

Note: If you have already purchased a measured plan, you can upgrade to unlimited plan:
 Dashboard || Users || Click iPlum Login ID of the User  || Manage Plans  || Number Plan  || Change

  1. Financial & Legal Compliance Add-on:

$9.99/mo



Examples:

For a U.S. local number plan, the total cost of solution is $18.98/mo paid annually (=$8.99 + $9.99).

For a Toll- free number plan, the total cost of solution is $24.98/mo paid annually (=$14.99 + $9.99).

[coll_smart_padding min="4" max="8"] Can I play special announcement with every call?

Yes, you can add special voice announcement to play automatically in the beginning of every call for your compliance requirements.

[coll_smart_padding min="4" max="8"]  Implementation of iPlum Service:

It is a self-service signup.  iPlum establishes a separate 2nd line on your mobile phone with compliances required for call recording & text archiving.

You can implement compliance on an existing number or get a new iPlum number. It is same cost for both options.

Existing number transfer:  If you have an existing business number with a carrier which you want to use for CMS compliance, you will transfer that number to iPlum & get a new number from your carrier. iPlum is an app.  We do not provide dial-tone or internet.

Important: iPlum provides full bidirectional portability.  If for any reason in future, you need to transfer out your number from iPlum to another carrier of your choice you can easily do that at iPlum portal by unlocking it.

Example: Let’s say you have AT&T mobile service and want to use CMS compliance on that number.  You will port your existing AT&T number to iPlum & get a new number for that phone from AT&T after the iPlum port is complete which is 2-4 days.  Your base service will stay with AT&T.  During porting, the number will continue at AT&T.

Note: Opening an iPlum account needs a mobile number for verification purpose which can’t be same as your porting number.  If you have only one mobile number which you are porting into iPlum, you can request us to open an account for you with an email address so that you can port your mobile number.

Follow these steps to transfer your existing number to iPlum.

OR

New number from iPlum:  Go to https://my.iplum.com/ and Click “Get new number”.  Follow the prompts to get a new number. Install iPlum app on your mobile phone & simply login as “Existing User” to start using your iPlum number.

  1. Setup a new account or login to your existing iPlum online account https://my.iplum.com.
  2. Click: Dashboard  || Users || Click iPlum Login ID of the User
  3. Click action: "Financial/Legal Compliance".  It will take you to the prerequisites step by step.

iPlum offers free Auto-attendant feature which can be used to stop spammers.
Spammers usually deploy automated dialing to call multiple numbers.  Auto-attendant stops automated dialing  at the greetings itself since there is no real person to accept the call and the spam call gets stuck in it and expires.

Note: You can also block specific numbers for both calling & texting using  iPlum spam blocking feature.


1. Initialize Phone Tree or Auto- Attendant

Login to iPlum portal  https://my.iplum.com/ .

Click "Dashboard || Phone Tree & Extensions" and click "Setup Phone Tree" (Only required first time).



2. Setup Profile
The system generates one default profile. Most businesses are fine with the default profile.
Profiles allow you to create multiple set of extensions for different hours or days of the week.

Profiles are NOT your business hours.  Business hours are configured in "Do Not Disturb" module in Settings.



3. Auto-Attendant Greeting

Sample greeting text:
Welcome and thank you for calling Mary's consulting company where we design beautiful houses.  Please press 1 to reach Mary, To hear these options again, please press 9.



4. Extensions

Maximum length of extension digits: If you want single digit extensions like 1,2,3 ..9, you will set this value to 1.  If you want extensions like 11, 12, 13..., you will set this value to 2.  If you want a mix of extensions like 1,2,3, 10, 11, 91..., you will set this value to maximum digits which will be 2. You can set upto 4 digit extensions.


Add Extensions

  • Click "Add Extension".  Enter: 1; select type as "Ring Single iPlum Number" and select your iPlum # or "Do not Ring. Send to Primary Voicemail" (If you want the call to go directly to voicemail).
  • Click "Add Extension".  Enter: 9; select type as "Repeat Greeting".




5. Advanced Auto-Attendant (IVR) Settings

It is advisable to keep other timers and counts with their default values.  




6. Enable or Disable Phone Tree

Click "Save Configuration" button at the bottom of page and Toggle Enable switch green to enable Phone Tree.

Note: If you want to disable or by-pass Phone Tree, toggle the Enable switch to red.







Helpful links:

How to port an existing number into iPlum?

How to setup a business team account in iPlum?

Voice Network Mode - Incoming

Voice Network Mode - Outgoing

All Q&A

How to hold a call with music?

After you receive a call on any extension via Auto Attendant (IVR), you can put the caller on hold by pressing *8 (star 8).

You can un-hold the call by again pressing *8.

Both parties will hear music.


Note: If you are using call recording, it is advisable to press Mute button because recording will record all sounds in the recording irrespective of hold.






Helpful links:

How to do call transfer?

How iPlum mobile phone system with auto attendant works?

Setup an iPlum business team account.

All frequently asked questions.

Who needs mobile communication compliance?  

Finance, Legal, CMS Insurance, Real-estate, Mortgage, Brokers, Sales and Service Professionals.

What is included in mobile communication compliance?  

Call Recording & Archiving on active accounts for 10 years; Texting Archiving on active accounts for 10 years; Business Contacts Backup; Unlimited Secure Text Channels.

Note: If your work involves above sectors as well as healthcare compliance, you can get free BAA with HIPAA compliance as part of this plan.

There is no separate storage cost.

Pricing & prerequisites for compliance (A + B):  

  1. iPlum Unlimited Number Plan:
    U.S. local number: $8.99/mo paid annuallyOr Canada local number: $11.99/mo paid annually  Or  Toll-free number: $14.99/mo paid annually

Includes: Unlimited calling, texting, voicemail.

Note: If you have already purchased a measured plan, you can upgrade to unlimited plan:
 Dashboard || Users || Click iPlum Login ID of the User  || Manage Plans  || Number Plan  || Change

  1. Financial & Legal Compliance Add-on:

$9.99/mo

Includes: Call Recording & Archiving on active accounts for 10 years; Text Archive on active accounts for 10 years; Business Contacts Backup; Unlimited Secure Text Channels.

Note: If your work involves healthcare compliance, you can get free BAA with HIPAA compliance as part of this plan.

There is no separate storage cost.



Examples:

For a U.S. local number plan, the total cost of solution is $18.98/mo paid annually (=$8.99 + $9.99).

For a Toll- free number plan, the total cost of solution is $24.98/mo paid annually (=$14.99 + $9.99).

How to get compliance for your iPlum line?

  1. Setup a new account or login to your existing iPlum online account https://my.iplum.com.
  2. Click: Dashboard  || Users || Click iPlum Login ID of the User
  3. Click action: "Financial/Legal Compliance".  It will take you to the prerequisites step by step.

Can I play special announcement with every call?

Yes, you can add special voice announcement to play automatically in the beginning of every call for your compliance requirements.












iPlum provides HIPAA compliant secure calling & texting mobile phone line.

Click here to find more.

iPlum provides you a dedicated business line.

For outgoing calls, iPlum sends your iPlum name & number as Caller-ID in every call by default.  

If your outbound calls are getting mischaracterized by some carriers and marked as spam, you can use this form to update your caller-id information.

Note: Contact Name, Phone, Company, Email, Calling Company Name, Address, URL is your information on this form so that the carriers recognize you as the rightful owner of this number.

https://www.freecallerregistry.com/fcr/#submitform





Additional helpful links:

How to stop receiving spam calls or text to your iPlum number?

Where to setup Do Not Disturb (DND)?

  • iPlum App:
    Settings || Do Not Disturb, Non-Business Hours || Set Options

OR

  • Online iPlum Portal:
    Login https://my.iplum.com/
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb, Non-Business Hours (Edit).  

Enable the toggle switch to select for Calls and/or Text & Notifications.

What does various options mean?

Enable Do Not Disturb for Calls: This will enable Do Not Disturb for calls.

Send call to voicemail: This option will route calls directly to your voicemail. This is most common use case of Do Not Disturb.

or

Drop call: Use this option if you do not want to invoke voicemail.  This can be used if your number is part of phone tree multiple numbers extension and you want the call to move to next number in that extension setup without invoking your voicemail.


Enable Do Not Disturb for Text: This will remove sound from alert notifications for texts & voicemail. You will continue to receive actual text and voicemail in the app.

Where to setup Do Not Disturb Hours?

Do Not Disturb hours are same as setting up Non-Business hours.

Example: If you have business hours from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your Non-Business hours will look like:

Mon to Fri: From = 5 PM & To = 9 AM

Sat & Sun: All Day

Do I need to keep my app open to manage Do Not Disturb?

Your iPlum app doesn't have to be open. Do Not Disturb works automatically from the cloud.




Helpful links:

How to setup your main iPlum number to ring multiple phones or users?

How iPlum mobile phone system with auto attendant works?

Setup an iPlum business team account.

Change from iPlum regular number to a Toll-free number.

All frequently asked questions.

Upload Instructions:

This process can simplify account creation for multiple users. It will send them invites.  Once the users have accepted invitations, you can purchase plans for them in the dashboard.


  1. Login iPlum portal and click Bulk Upload New Users. Download the template CSV file.
  2. Please keep the header row as is. Do not change any words in the header row. Add each new user in a separate row below the header row.
  3. Fill all 4 columns for each row.
  4. First column tells the system to use either phone number or email as iPlum login ID for that user.  You will use the word "phone" or "email" in that box without quotes based on if you want the system to use email address or phone number as login ID.  The iPlum login ID has to be unique for each user.  
  5. Second column phone number needs to be complete phone number with country-code & area code.  Example: US phone number: +12122121234.
  6. Once you have uploaded the file, you will get an email with the success or failure for each user.  If there are any error rows, only those users will not be created.
  7. You can fix the errors and upload the file again.



Further Steps at Success:

  1. Each user will receive a link via phone text or email to accept your invitation.  They will be prompted to setup a new password.
  2. You will be notified via email when the user accepts your invitation.
  3. You can assign a new phone number to the user or port their existing number in their sub-account.

Step by Step Process to Port a Google Voice, Google Fi or G Suite Number to iPlum

  1. Unlock your number at Google:
    Google Voice Number
    https://www.google.com/voice/unlock.
    Google G Suite Number
    https://support.google.com/a/answer/9530249?hl=en.
    Google Fi Number
    https://support.google.com/fi/answer/6079398?hl=en.
  2. Click Sign in at top right corner of iPlum website.
  3. New Account Setup.  Click "Port Existing Number".
    Enter the Google Voice phone number which you want to transfer to iPlum. The porting number should be an active working number which you currently own.
    If you get "Congratulations" screen, it means that the number can be port|

  4. Open an iPlum Account. Make sure you setup an iPlum account with a physical mobile number. It will not change anything on that number. Due to security reasons, the system won't allow to open an iPlum account with a Google Voice virtual number but once the account is setup with physical mobile number, you can port your virtual number in that account.
  5. Fill the Porting Form
    Select your iPlum user where to port your external number:
    Click the text box to select iPlum Login ID of the user where to want to port your Google Voice phone number.

    Enter the Information Related To Your Google Voice Number Account.

    Name of Your Current Carrier/Vendor:
    Enter the name of existing carrier/vendor of the porting phone number: Google Voice.

    Current Carrier Account Type:
    Select Single Line.

    Porting Number Type:
    Select Business Local or Residential.

    Full Name (With Current Carrier):
    Your name.

    Authorized Owners's Name with Current Carrier:
    Your name

    Billing Account Number with Current Carrier:
    Google Voice porting phone number.

    Primary Phone Number on your Current Carrier Account (BTN):
    For Single-Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

    Security Code or PIN with Current Carrier:
    Enter the security code or pin which Google Voice gives you after you have unlocked your Google Voice number.  If Google didn't give you any code enter "0000".  

    Your Service Address with Current Carrier:
    Your any address.  Google doesn't keep any address for numbers. Do not enter PO Box addresses as service address can't be PO Box.
  6. Back-End process: Once you enter the port order, the system will do some verification and submit the order to Google.  If there is any information mismatch responded by Google, you will receive an email alert from iPlum. It takes approximately 1 business days to transfer a regular Google Voice phone number into iPlum.  If your number is with Google Fi or Google G Suite it may take 2-5 business days as Google does additional processing.  Meantime you can continue to use your service with Google. There is no downtime.
  7. Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
  8. Download iPlum app from Apple App Store or Google Play on your smartphone or tablet, login and start using it.
  9. Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.

There are four (4) ways to record your Voicemail Greeting in iPlum.

A. Standard prerecorded voicemail greeting (Free)

Note: This option is available both in iPlum app and online iPlum portal.

The female voicemail greeting comes standard with all iPlum accounts.



B. Record voicemail greeting in your own voice (Free)

Note: This option is available both in iPlum app and online iPlum portal.

  • Open iPlum app  || Voicemail  || Greeting

C. Text to speech audio (Free)

Note: This option is available only at online iPlum portal.

Your iPlum number comes with text to life-like speech service to create your voicemail greeting.

Online portal https://my.iplum.com/ || Voicemail || Settings


D. Send custom sound file to upload($20)

  1. Send your mp3 audio file  to "support@iplum.com".
    In the email subject enter "Voicemail Greeting for iPlum # XXXXX". In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt. Don't forget to attach your audio file. You will get a confirmation email after our team has uploaded your custom greeting in your account.
    Note 1: There are many online companies like Fiverr (no association with iPlum) which has sellers who will record a professional greeting file for as low as $5.

    Note 2: File size should not exceed 1 MB.
  2. Payment: There is a $20 charge to digitally sign and upload custom audio file in your iPlum account.
    Note: If you have multiple audio files to be uploaded, you can refresh the page and make multiple $20 payments.

Helpful links:

How to change voicemail settings: ringing time, ringtones, email alerts, transcriptions?

How to update for enhanced voicemail with bigger storage and voicemail transcriptions?

Important: "Voice announcement before ringing" is different than "Voicemail greeting".
It is an optional audio file which you can record to plays before the call starts ringing.  Your business may or may not need it.

But a voicemail greeting plays when you don't pick up the call. Almost all users need voicemail greeting.


Sample call flow: Incoming Call   ||   Voice Announcement before Ringing   ||   Ringing Starts ||   Users Accept Call or User declines the call  ||   Call goes to Voicemail Greeting


Use Cases

  • Alert caller before the ringing starts.  
    Examples: "Please wait while the system finds me..." OR "Please wait while we connect your call to an agent..."
  • Out-of-Office. Examples:  
    "Vacation Alert.  I am out of office and will be available starting..."


Where to setup voice announcement before ringing?

Login iPlum portal https://my.iplum.com.

Dashboard || Users || Click iPlum Login ID of the User  || Settings || Voice Announcement Before Ringing (Edit)



How to record voice announcement before ringing?


A. Text to Speech Audio (Free)

Your iPlum number comes with text to life-like speech service to create your announcement free of charge.


OR

B. Record in your own voice (Free)

Dashboard || Users || Click iPlum Login ID of the User || Settings || Voice Announcement Before Ringing (Edit) || Add New Announcement || Record Your Audio

OR

C. Send us your Custom Sound File to be uploaded ($20)

  1. Record MP3 file format with high volume.
    It is a good practice to keep it 30 seconds or less.
    Note: There are many online companies like Fiverr (no association with iPlum) which has sellers who will record a professional announcement file for as low as $5.

Note: File size should not exceed 1 MB.

  1. Send your audio file  to "support@iplum.com".
    In the email subject enter "Voice Announcement Before Ringing for iPlum # XXXXX". In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt. Don't forget to attach your audio file. You will get a confirmation email after our team has uploaded your call Connecting announcement in your account.
  2. Payment: There is a $20 charge to digitally sign and upload custom audio file in your iPlum account.
    Note: If you have multiple audio files to be uploaded, you can refresh the page and make multiple $20 payments.

Important:Please note that the Phone-Tree greeting is different than the Voicemail greeting.

Phone-Tree greeting is configured in the iPlum portal only.


Call Flow When Phone-Tree is Enabled

Incoming Call    >>    Primary iPlum Number     >>    Phone-Tree Greeting    >>    Extensions    >>    Destination Numbers    >>    Voicemail Greeting


A. Text to Speech Audio (Free)

Your iPlum mobile phone system IVR / Auto-Attendant comes with text to life-like speech service to create your main welcome greeting and announcements free of charge.


B. Record Audio in Your Own Voice (Free)

You can record auto-attendant main welcome greeting and announcements free of charge in your own voice.


C. Send Custom Sound File ($20 /file)

  1. Setup Phone Tree with some temporary greetings and extensions.
    Configure your phone tree with temporary greetings.  You can leave the phone tree in pause mode. When you send us the audio file, we will replace it with your custom audio file and then you can enable the phone tree.
  2. Record MP3 file format with high volume.
    It is a good practice to keep your auto-attendant greeting to 30 seconds or less.
    Note:There are many online companies like Fiverr (no association with iPlum) which has sellers who will record a professional greeting file for as low as $5.
    Note: File size should not exceed 1 MB.
  3. Send your audio file  to "support@iplum.com".  In the email subject enter "Phone Tree Auto Attendant Greeting for iPlum # XXXX" (replace XXXX with your iPlum number). In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt. If your audio files are related to announcements, please put that information in the email body. Don't forget to attach your audio file. You will get a confirmation email after our team has uploaded your custom greeting in your account.
  4. Payment: There is a $20 charge to digitally sign and upload custom audio file in your iPlum account.
    Note: If you have multiple audio files to be uploaded, you can refresh the page and make multiple $20 payments.


Option 1: Keep your number at existing carrier.

You will setup call forwarding from your existing number to iPlum number and use Auto Attendant (IVR) feature of iPlum.

  1. Sign up a new account and get an iPlum number subscription: https://iplum.com
  2. Setup Auto Attendant on your iPlum number: Tutorial: Phone Tree, Auto-Attendant (IVR) with Extensions
  3. Setup Call forwarding from your existing carrier number to the new iPlum number you have created in above steps.


Option 2: Port your existing number to iPlum.

  1. Steps to port number into iPlum.
    iPlum provides full flexibility to users for both port-in and port-out.
  2. Setup Auto Attendant on your iPlum number: Tutorial: Phone Tree, Auto-Attendant (IVR) with Extensions

Will this work for mobile or landline numbers?

Yes, you can configure mobile or landline number with Auto Attendant or Virtual Digital Attendant configuration.

How do I handle texting if I have an existing mobile number?

If you stay with existing carrier, you can continue to do texting there.  If you port your number into iPlum you can text using iPlum app.

For any questions, you can always contact us.  We love to help our users.





Helpful links:

How iPlum mobile phone system with auto-attendant works?

All frequently asked questions.

Resolve Any Issues Before Cancellation:

  1. Calling issues Configure voice network mode for incoming & outgoing calls instead of data.
  2. Reactivate a cancelled iPlum number: Reactivate your number.
  3. Can't hear call ringing or receive texts: Check device settings.
  4. Don't like your iPlum number: Change your number.
  5. Getting spam calls: Block spam numbers free.

Refund Policy:

All iPlum plans are prepaid non-refundable. You may cancel or downgrade your account at any time, and the cancellation or downgrade will take effect at the end of the billing cycle. There are no refunds or credits for partial usage. These includes usage credits, monthly/annual subscription plans, feature plans, port charges etc. Check details here here.

Due to individual privacy controls, cancellation is a self-service process. Please follow these steps based on where you purchased your subscription.

iPlum is constantly enhancing its platform with new features.  Some old features may be retired as well.  Telecommunications networks works in conjunction with other providers which may guide certain changes from time to time. iPlum is part of it. There is inherent dependency.  There can be down time for telecommunication services. Any such changes will not be a reason for refunds.

Cancellation of number plan purchased at iPlum web portal or Google Play:

Important: Cancellation would delete all iPlum configurations.  It is an irreversible process.

1. Login to https://my.iplum.com/

2. Dashboard || Users || Click iPlum Login ID of the User || Cancel Line.

3. This will remove the phone number plan and any associated features for that line.  It is an irreversible action.

Partial Cancellation of add-on feature plan/s purchased at iPlum web portal:

1. Login to https://my.iplum.com/

2. Dashboard || Users || Click iPlum Login ID of the User || Plans.

Select the feature or number subscription plan you want to cancel.

Note:  For partial cancellation of plans purchased via Apple App store or Google Play, please cancel it at those platforms.

Cancellation of plans purchased using Apple App Store:

Note: Apple doesn't allow app vendors to cancel subscriptions for their users directly.

1. Login to your Apple App store Account on your computer or mobile device.

2. Go to Subscriptions & select iPlum app subscription. You can cancel it there.



You can always contact us if you have any question.









Step by Step Process:

  1. Login:
    Go to the web page https://my.iplum.com on your computer or a tablet.
  2. Setup Billing:
    Click “Billing”. Add your payment method here. If you have set up multiple payment sources, select the one you want to use as “Default”.
  3. New iPlum Number Subscription:
    Dashboard >> Get iPlum Number. Follow the prompts.
    Note: If you have already set up an iPlum subscription in the App Store or Google Play, you can conveniently move your future subscriptions to iPlum dashboard. Any new number plan purchased here will automatically add additional duration to the existing subscription period so that you never lose any leftover term. After you have successfully added the subscription plan on the iPlum web portal, you can remove the subscription on Apple App Store / Google Play so that you are not billed twice.
  4. Add Usage Credits
    You can add extra global usage credits in your account, click Dashboard >> Add Credits.

Helpful links:

How to setup iPlum business team account?

How to setup your main iPlum number to ring multiple phones or users?

How iPlum mobile phone system with auto attendant works?

How to port my existing number to iPlum?

  1. Download iPlum app from Apple App store or Google Play Store.
    iPlum iOS App
    iPlum Android App
  2. Open the app.
  3. If you do not have an iPlum account, click "New Account".  Otherwise select "Existing users" and simply Login.
  4. Enter the verification code which you will receive via text or phone call.
  5. Enter your information and complete your registration.
  6. iPlum app will request access to your Contacts, Microphone, Notifications etc. iPlum is a business application with complete privacy. Enable the permissions for correct functioning of the app.


Helpful links:

How to setup iPlum business team account?

How to port my existing number to iPlum?

You can buy iPlum using In-App purchases at Apple App Store or Google Play.

  1. First make sure you have installed and login iPlum app on your mobile device from the Apple App Store or Google Play.
  2. Click Menu icon at top left corner in the iPlum app, select "Settings" and then "Purchase".
  3. To purchase an iPlum number select "Phone Number Plan".  The app will walk you through selecting a phone number and make a purchase using App Store or Google Play based on the device type.
  4. To add usage credits select "Add Credits". The app will walk you through selecting the global credits and making a purchase using App Store or Google Play based on the device type. The usage credits are valid for one year.




Helpful links:

How does iPlum business team account works?

How to setup multiple phone numbers in my iPlum account?

How to port my existing number to iPlum?

Step by Step Process:

  1. Login to iPlum web portal https://my.iplum.com.
  2. Setup Billing:
  3. In the left bar menu, click "Billing".  Add your payment method here. If you have set up multiple payment sources, select the one you want to use as "Default".
  4. If your current iPlum subscription is setup with Apple App Store or Google Play, you can move it to web portal billing:
    Dashboard || Users || Click iPlum Login ID of the User || Plans  || Number Plan || Edit
    Select the plan and follow the prompts to complete the purchase. We have both monthly and annual plans available. Your iPlum number will not be cancelled.
    The system will not move your subscription to iPlum portal until you make this purchase because App Store & Google Play are different billing systems.
    Important
    : After you have successfully moved iPlum subscription to the web portal, you should cancel the subscription at Apple App Store / Google Play so that you are not billed twice. iPlum doesn't have access to your Apple App Store or Google Play account for cancellations.
  5. Reactivate a cancelled iPlum number:
    If your number was cancelled due to any reason within last 30 days you can Reactivate it by following steps listed at this FAQ.

Helpful links:

How to setup iPlum business team account?

How to port my existing number to iPlum?

Once you have purchased an iPlum Phone number, it will show up at the top in iPlum app under Contacts.  It is also located in iPlum Settings >> My iPlum Account

In some rare cases, the app may not get an immediate response from the server after you bought an iPlum number.

Simply logout & then log back into the iPlum app to see the assigned phone number:
Logout is available in iPlum Settings.

iOS App: If you still don’t see the iPlum number, please follow these steps to get a new number:
iPlum Settings >> Utilities & Support >> Restore iTunes Receipt
iPlum Settings >> My iPlum Account >> Get Number.  Enter App store ID.  It will detect your purchase and not charge you again.

You can call/text globally using iPlum App.

In the iPlum Keypad, select the country from the top left country icon.  It will show you the flag & the corresponding country code.

Enter the phone number you are dialing out without the country code.  The app automatically adds the country code based on the flag selected.


Do not put a Zero "0" in front of the number.





Helpful links:

How to send international texts using iPlum?

You can call/text globally using iPlum App.

Note: The app automatically adds your iPlum signup country code in the "To" box when you start entering the phone number.

You can simple erase it and enter the international phone number you want to send text with + country code.

Example: Your iPlum signup country code is US (+1) and you want to send a text to UK number (+44).  You will simply erase +1 in the "To" box and enter +44 with the UK number.

International SMS rates are available in the iPlum app settings.



Helpful links:

How to make international calls using iPlum?

Reactivation is a privilege program to help our users.

Your iPlum number could be cancelled due to any reason like lost or change of credit card, email change, travels, plan expiration etc. The system will try to reactivate a cancelled number but it is not a guarantee that number may be available.


I. Automated Reactivation within 30 days of cancellation.

II. Manual Number Procurement within 30 days of cancellation.

III. Manual Number Procurement between 30 to 90 days of Cancellation.


I. Automated Reactivation within 30 days of cancellation

1. Login as iPlum account administrator https://my.iplum.com

2. Click "Dashboard || Users || Click iPlum Login ID of the User || Reactivate Line "  

Enter the iPlum number you want to reactivate and follow the steps. There is a one-time fee of $19.99 to reactivate a number. You will reestablish the new plan while reactivating the number.  The previous plan gets cancelled when the number was cancelled.  

Note: In some situations it can take up to 48 hours to reactivate. You will get an email when it is complete.



II. Manual Number Procurement within 30 days of cancellation.

Note: If the automated reactivation process doesn't work for any reason, use this manual recovery process. If we are not able to recover the number, we will refund the entire recovery fees.

1. Make a one-time payment for manually recovery: $30
Payment link: https://iplum.com/blog/faq/payment-30/

2. Open a ticket online using contact form.

In that ticket enter:

  • $30 payment for manual recovery.
  • Your PayPal transaction ID:
  • iPlum number to be recovered:

Note: If you do not provide us above information, we we can't recover your number.

3. Once the number is recovered, we will ask you to setup a monthly or annual subscription to swap the recovered number into it.

Important: If we are not able to recover the number, we will refund the above recovery fees.



III. Manual Number Procurement between 30 to 90 days of Cancellation.

Note: There is a different process for reactivation between 30 to 90 days of cancellation. Sorry, no reactivation is possible beyond 90 days cancellation. If we are not able to recover the number, we will refund the entire recovery fees.

1. Make a one-time payment for manually recovery: $99.
Payment link: https://iplum.com/faq/payment-99/

2. Open a ticket online using contact form.

In that ticket enter:

  • $99 payment for manual recovery.
  • Your PayPal transaction ID:
  • iPlum number to be recovered:

Note: If you do not provide us above information, we we can't recover your number.

3. Once the number is recovered, we will ask you to setup a monthly or annual subscription to swap the recovered number into it.

Important: If we are not able to recover the number, we will refund the above recovery fees.

  1. Login: Go to the web page https://my.iplum.com.  
  2. Change Number:
  3. Dashboard || Users || Click iPlum Login ID of the User || Change Number.
  4. Enter new area-code and click search icon. Choose the new iPlum number in subsequent screens.  Once completed you will have a new iPlum number.  If you don't see the new number immediately reflected in the iPlum app, simply logout of the app & log back in. There is a one-time $4.99 fees to change the number.


Helpful links:

How to block any number from calling or texting my iPlum number?

How to setup iPlum business team account?

How to port my existing number to iPlum?

1. iPlum doesn't share information with any 3rd party

iPlum is a business class service.  You can be confident that iPlum keeps your information confidential and never shares with any third party. iPlum is constantly finding ways to ward off spammers on the behalf of our users.


2. How spammers usually work for calls, text or fax?

A common trick is to "Spoof" any random phone number in an autodialer and call thousands of users hoping to reach some of them.  There are many illegal autodialer applications available online which allow this behavior. The end user gets a "missed call" and when they call back that number, it reaches the real owner of the spoofed number who never placed the call at the first time.

A spammer would randomly configure a number on some 3rd party rogue application and start texting out. For fax numbers they try to detect for fax tones.


Source: FTC - How does a robocall work?

3. Steps to block spam numbers

Note: When you sign up iPlum number, the first thing you should do is to add that number in the Do-Not-Call list with US Government site. https://www.donotcall.gov/

Block using iPlum Portal

  1. Login: https://my.iplum.com.
  2. Dashboard || Users || Click iPlum Login ID of the Line || Settings || Block Numbers (Edit)
    Add phone numbers to block incoming calls, text or fax from these numbers.
  1. Wild Card blocking: Enter the first few digits ending with a star (*).  This will block any numbers which match that string.  Do not enter multiple stars.  The star needs to be at the end of the numbers.  A simple star after the country icon will block all calls, text or fax from that country. Entering 410* for US will block all numbers starting with area-code 410.
  2. Special Numbers Blocking: Anonymous and Restricted Caller-ID numbers can be blocked here.

Block using iPlum App

Note: This section is not applicable if you are trying to block a fax number.

  1. Recents: Tap on the phone number & click Block icon. If the number is already in your contacts, you will see More icon and click on the "Block Number" link in details.
    OR
  1. Settings: iPlum App  >> Settings  >> Block Number  >> Edit.
  2. Enter the phone number to block.
  3. (Optional) To add Wild Card blocking: Warning: Choose this option carefully since it will block multiple numbers. Enter the first few digits ending with a star (*).  This will block any numbers which match that string.  Do not enter multiple stars.  The star needs to be at the end of the numbers.  A simple star after the country icon will block all calls & texts from that country. Entering 410* for US will block all numbers starting with area-code 410.

4. Steps to unblock numbers

Unblock using iPlum Portal

  1. Login: https://my.iplum.com.
  2. Dashboard || Users || Click iPlum Login ID of the Line || Settings || Block Numbers (Edit)
    Delete entries you don't want to block

Unblock using iPlum App

Note: This section is not applicable if you are trying to block a fax number.

  1. iPlum App >> Settings >> Block Number >> Edit.
  2. Swipe left next to the phone number.

5. Setup Free IVR:

Setup free IVR for your iPlum number in iPlum portal. Spammers usually have automated dialers.  If you have an Auto Attendant setup on your iPlum number, the dialers stop at the Greeting itself since there is no real person to dial an extension and the spam call gets dropped. To find about Auto Attendant click here

6. Change iPlum Number:

If you want to change your iPlum number, you can do it here.  There is a one-time $4.99 number change charge.


Helpful links:

How to stop my calls being label as spam with carriers?

Step by Step Process:

  1. Login: Open iPlum portal on your computer or a tablet. https://my.iplum.com  
  2. Upgrade/Downgrade plan or move from Apple App Store or Google Play to iPlum portal billing:
  3. Dashboard || Users || Click iPlum Login ID of the User  || Plans  || Number Plan (Edit).
  4. Select the new monthly or annual plan which you would like to change to and and follow the prompts to complete the purchase.
  5. Note: If your original subscription plan was setup using App Store or Google Play, it will be moved to the iPlum dashboard for future terms.  You will not lose any existing time or unused usage credits in your account. After completing these steps, please remove your iPlum subscription from the App store or Google Play to stop duplicate payments.


Helpful links:

How to setup iPlum business team account?

How to port my existing number to iPlum?

Now you can get a low cost Canada number for your personal or business use from iPlum.

Visit: https://iplum.com/canada-number/

1. Login iPlum portal  https://my.iplum.com

2. Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.  You will see different options you can edit.

Note: If you are changing the iPlum-ID, the system will send you a verification code which you will confirm here to complete the change.





Helpful links:

How to change my iPlum Login ID?

How to change my iPlum Caller ID?

How to change my Password or I have Forgotten my Password?

How to change my iPlum Email?

iPlum name comes from the Plum fruit.  Plums are enjoyed around the world across boundaries.  The unique colors in the app are based on the Plum fruit.

Usage credits are consumed for calls and texts to non-iPlum users.

To see the usage details, simply go to iPlum App Settings and tap My iPlum Account >> Usage Log. Then select the month for which you want to review usage.

You will see a list of all the incoming and outgoing calls, texts and voicemail and the usage credits used.

External toll free calls from your iPlum phone number are free. You can make free calls to any U.S. or Canada toll free number, from anywhere in the world using iPlum. Your iPlum usage credits are not consumed for toll free call minutes.

You can make iPlum payments using any of three methods:
1. Apple App Store (In-App purchases )
2. Google Play (In-App purchases)
3. iPlum Web site


If you have any payment related issues with credit or debit card while making In-App purchases in iPlum using App store or Google Play you need to contact Apple or Google directly.  They manage that information directly with the users.  It is not passed back to iPlum

If you have an Apple or Google gift card, please check if it is valid on all types of In-App purchases.

Below are links to some Google Play articles for help in case your payment is getting rejected:
https://support.google.com/googleplay/answer/6080850?hl=en
https://support.google.com/googleplay/answer/6080850?hl=en

If you live outside the USA and Canada, you may need to separately activate international payment options for your credit or debit card before it can be accepted at Apple or Google Stores.  Please check with your card issuing bank.

Here is the  Google Play contact URL for payment issues, in case you need it.
https://support.google.com/googleplay#topic=3364260  
Click “Contact” at top right corner.  Then select “Android Apps & Games”.  You can select option for Google to call you & resolve any issues directly with them.

Yes, you can use iPlum over Wi-Fi or carrier data, when you are traveling outside the country.

When you use your iPlum usage credits, you can make calls to any mobile or landline or send text message to any mobile phone number in covered countries.

With iPlum phone number, you can also be reached at this phone number from anywhere, as you travel from country to country.

You can see your iPlum phone number subscriptions in App store on your iPhone/iPad :

1. In iPhone/iPad App store click the icon on the top right corner.
2. It may ask you to provide your Apple App Store Login ID and Password.
3. You will see your subscriptions.

iPlum mobile app is engineered for low bandwidth usage. It adapts to available data rates and latency of a broad range of Wi-Fi or cellular data channels, by controlling refresh rates and through efficient codec design. Calls are transferred seamlessly between Wi-Fi and wireless data channels as the user moves in and out of coverage zones.

If data is an issue you can setup Call Forwarding in the app & receive calls on any native mobile or landline number.  You will not use data when receiving iPlum calls.  It will be used only when you call-out using iPlum.

No. You will receive notification of the incoming call or message when app is not running.  When you swipe on the notification, the call screen comes up so you can answer the call or read the message. Make sure that you turn Notification ON for iPlum app using the settings screen for the iOS or Android device.

Yes, iPlum mobile app is Bluetooth ready. Simply make sure that your Bluetooth headset or auto link is paired before you bring up iPlum app on your iPhone or Android phone.

Yes, our users have the ability to port-in or port-out the iPlum number to another carrier.  Please login to iPlum Dashboard and select Port Number >> Port-out.

Note: You will unlock the number and pay the Transfer agent pass-through fees.

iPlum plans are prepaid non-refundable. You may cancel or downgrade your account at any time, and the cancellation or downgrade will take effect at the end of the billing cycle. There are no refunds or credits for partial months or years.

All plans are setup to renew automatically until you cancel your recurring billing, or we terminate your account. You must cancel your account before it renews each month or year in order to avoid billing of the next month's or year's fees. iPlum will bill the monthly or yearly fees associated with your service plan, to the payment method you provide to us during registration (or to a different payment method if you change your account information).

There are no refunds of for one-time or recurring charges. These includes usage credits, feature plans, port fees etc.

If your account has been blocked or cancelled due to iPlum Acceptable usage policy, there are no refunds.

Port-in: When you place a port in order at iPlum, it is subscriber's responsibility to provide correct information. Porting sets up a subscription with a new iPlum number.  iPlum forwards the porting information you provide to the losing carrier.  If for any reason your number can't be ported you can keep using the new iPlum number assigned during port process.  There are no refunds.

Port-out: You can port out your number by unlocking at iPlum portal. The future billing would stop after the number has been port out complete.  There is no partial refunds for the remaining period.

iPlum is constantly enhancing its platform with new features.  Some old features may be retired as well.  Telecommunications networks works in conjunction with other providers which may guide certain changes from time to time. iPlum is part of it. There is inherent dependency.  There can be down time for telecommunication services. Any such changes will not be a reason for refunds.

If you wish to cancel your account or change your plan, you may do so via the mode you purchased your plan: iPlum portal, Apple App Store or Google Play. Should you elect to cancel or downgrade your account, please note that you will not be issued a refund for the most recently (or any previously) charged monthly or one-time fees. These includes usage credits, monthly/annual subscription plans, feature plans, port fees etc.




Helpful links:

How to cancel, deactivate, disconnect, or stop my iPlum number account?

A deprecated plan means that there has been a newer plan for this product for some time and the older plan will be sunset from the system soon. The deprecated plans generally show as red color in your online iPlum portal. You can update to latest equivalent plan.

Latest pricing plans are available online https://iplum.com/pricing/

How to update plan online at iPlum portal?

  1. Go to https://my.iplum.com/
  2. Login to iPlum account with your administrator credentials.
  3. Dashboard || Users || Click iPlum Login ID of the Line || Plans.
  4. Click “Number Plan” and follow the prompts.

Note: When you upgrade a plan it will charge you only the difference of new & old plan for the term left on the plan. It will not start a new term.

Example: If you have $7.99 annual plan which was deprecated some time ago and you update to latest $8.99 annual plan, it will only charge you a $1/mo for the remaining term of the plan.  It will not charge you from the beginning of the term.

How to update plan if the plan is setup using Apple app store or Google Play?

You can update your Apple app store plan at Apple app store or you can update the plan in iPlum portal & then cancel out the Apple app store or Google Play plan at their respective store.

Please follow above steps to update your plan in iPlum portal.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

What does this error mean?

The text has been detected as spam by upstream carriers.  If the carriers detect multiple spam text, they will block texting.

You can find additional information regarding  acceptable usage policy.

Helpful links:

All frequently asked questions.

What does this error mean?

Your iPlum account is currently blocked.  You can open a ticket online at iPlum portal.

Helpful links:

All frequently asked questions.

What does this error mean?

You need an active iPlum phone number subscription.
You can buy it either in the iPlum App Settings or online  at iPlum portal.

Helpful links:

All frequently asked questions.

What does this error mean?

Your iPlum phone number is getting provisioned.  You will get an email when the provisioning is complete and then you can start using it for texting.

Helpful links:

All frequently asked questions.

What does this error mean?

If you are getting this error when sending a text to single number, it means the destination number is not valid and/or rejected by the receiving carrier.

If you are getting this error when sending a Group text, it means one of the destination number/s is not valid and/or rejected by the receiving carrier. iPlum will continue to send text to rest of the members of the group.

Helpful links:

All frequently asked questions.

What does this error mean?

Three cases:

a) If you have Measured iPlum plan, it is out of usage credits.
You can buy additional credits either in the iPlum app Settings or online at iPlum portal.


b) If you have Unlimited iPlum plan for US or Canada, and you are sending text in your plan country.
It has reached fair Usage threshold. You can buy additional credits either in the iPlum app Settings or online at iPlum portal.


b) If you have Unlimited iPlum plan for US or Canada, but you are sending text outside your plan country.
You can buy global credits either in the iPlum app Settings or online at iPlum portal.



How to make sure you never miss any call/text if you finish your monthly allocated credits?

Auto-Load: Login to iPlum portal https://my.iplum.com  and enable Auto-Load option in “Billing” section.

This will allow the system to load one-time usage credits when the plan credits get exhausted, and those same credits will be subsequently used as “overlay” for that number subscription plan for 1 year whenever you have used your allocated monthly usage plan credits.

1 credit = 1 cent (2,000 credits for $20)

Helpful links:

All frequently asked questions.

What does this error mean?

The group messaging is not supported on this iPlum number.  There are few area codes which do not support this feature. If you need group texting, you can request iPlum to change your iPlum number to a different area code number and activate group messaging.


Helpful links:

All frequently asked questions.

What does this error mean?

The recipient phone number has chosen to opt out of receiving text from you.  If this was done in error by the recipient side, they can send text to your iPlum number by typing START to enable texting from you.

Helpful links:

All frequently asked questions.

What does this error mean?

Your text activation is undergoing mandatory verification process setup by the carriers.  Once the process is complete, you will be able to text using iPlum app.

Helpful links:

All frequently asked questions.

What does this error mean?

The iPlum number from which you are trying to send text is inactive.  If you have multiple iPlum numbers, please switch to an active iPlum number to send text.


Helpful links:

All frequently asked questions.

What does this error mean?

You have disabled texting in iPlum portal. To enable texting:

Login to iPlum online portal with your administrator credentials.

Go to Dashboard || Users || Click iPlum Login ID of the Line || Settings || Text Options || Enable and Save.

Helpful links:

All frequently asked questions.

What does this error mean?

You have a deprecated plan on this iPlum phone number. To use bidirectional texting, please update to latest number plan. Check latest plans here.

Please read about deprecated plan and how to fix it?

How to update plan?

Login to iPlum online portal with your administrator credentials.

Go to Dashboard || Users || Click iPlum Login ID of the Line || Plans || Number Plan || Manage.

Note: If your plan was purchased using iPlum web portal or Google Play, you can only use above steps to update number plan. If you have purchased your current number plan at Apple iTunes, you can either update it there or use above steps in iPlum portal.

What are templates?

Many times we are sending similar text message to our clients.
Templates framework in the iPlum app provides a simple way to create multiple text templates and easily send to the clients.

Where to setup text templates ?

iPlum app: Settings || Text options || Text Templates

Which plan do I need to activate the text template feature ?

You need Security & Backup addon plan to enable text templates in iPlum.  This add-on feature for $5.99/mo paid annually or $6.99/mo paid monthly also includes backup of text and business contacts, secure texting, text to email and other features.

Examples of text templates

Appointment reminder

This is a reminder for your appointment at <Date, Time>.

We are located at <Address>From <Company name>

Business address & hours

We are located at <Address>Our business hours are <Hours>From <Company name>


We are currently closed

We are currently closed.  Our staff will respond to you as soon as they are available.

From <Company name>


Our contact info

<Company name><Address><Email><Phone Number>



Helpful links:

How to use secure texting?

Setup Auto text reply.

Setup text signature.


Note: Templates feature is currently available for iOS platform.  It is coming soon for Android platform.

Business contacts, Device contacts, Groups

Regular texting, Secure texting, Restore, Broadcast, Group texting, Templates

Business contacts, Device contacts & Groups:

What is the difference between business and device contacts?

Business contacts are created and saved in the iPlum app secure container. They are not saved in your phone’s iOS/Android address book.

Device contacts reside on your phone address book. They are visible in iPlum app but not saved in the app. When you make changes on your phone’s address book, they will get reflected in device contacts section in iPlum app.


Why allow contacts permissions to iPlum app on your mobile phone settings?

iPlum is a business app with privacy. For correct functioning of the caller-id, please allow the “contacts” permission to iPlum app in your iPhone/Android settings .

Add a new business contact?

In the iPlum app contact screen, make sure you are in the business tab. Tap “+” to add a business contact. Here you can also create business groups and assign them to various business contacts.

Add a new device contact?

Go to your device address book and add new contact. Open iPlum app and pull down to refresh. You will see the new contact in your iPlum app under device contacts section.

Create a business contact from device contact?

Open iPlum app and tap a contact in your device contacts. From the actions grid, tap “More”. On the details screen, tap “Add to Business”. This will create a business contact.

Add multiple business contacts?

First add all the contacts you want to load to the native address book on your phone via outlook or similar contacts application (PC or Mac). Open iPlum app and go to “device” contacts screen. You will see these contacts. Tap on each contact and click “Add to Business”. Once done, you can delete them from your phone’s native address book.

Edit a business contact?

Open a business contact detail in the iPlum app and click “Edit”. You will update changes and save.

Edit a device contact?

Device contacts are managed in your native address book. You would edit them in native iOS/Android device contacts. Once you open iPlum app after editing, it will show updated contact.

Groups setup for business contacts?

Groups can be used to send the same message to more than one business user without having to enter them each time. When you create groups in contacts, these groups are available in the texting module.

In the app’s business contact screen, tap “+” and select “Manage Groups”.

Click “+” to add a new group.

Go to a business contact, click “More” which will open its details and click “Edit”. Tap on the Groups text box and select the Group to link to this contact and save it.

Delete a business contact?

Open a business contact detail in the iPlum app and click “Edit”. You will see a Delete button at the bottom.

Delete a device contact?

Device contacts are managed in your native iOS/Android address book. Once you delete the device contact in native contacts, it will not show in iPlum app.

Restore business contacts or texts?

iPlum App Settings || Contact Options || Business Contacts Restore

Note: This requires iPlum Backup plan available via iPlum portal or in-app purchase.

Switch the screen priority of device and business contacts in iPlum app?(iOS only feature)

iPlum App Settings || Contact Options || Set Default Phone Book.

Hide device contacts in iPlum app?

(iOS only feature)

iPlum App Settings || Contact Options || Show/Hide Device Contacts.

Note: We recommend that you enable Contacts permissions for iPlum app in your iPhone or Android Settings. These permissions are required for correct Caller ID and Ringtones management in the carrier voice network mode.

All texting features:


What is the difference between regular & secure texting.

Regular texting works on all iPlum accounts and doesn’t need any special setup. The other side can have any texting application.

Note: If you have purchased security and backup enhanced plan add-on plan for compliance and doing regular texting in iPlum app, all text will be encrypted/secure at your side no matter the other end user application.

Secure texting with compliance add-on plan is used where both ends have iPlum app. iPlum app is free for your clients.

Healthcare, finance or legal professionals can initiate a secure channel with their clients for secure texting.

Group texting and broadcast texting?

Group texting and broadcast texting can be done for both regular and secure texting.

iPlum enables bidirectional group texting or straight broadcast one to many. The broadcast switch is available in the “To” section of text screen in the app once you have more than 1 phone number in it. You can do secure texting or regular texting for both group or broadcast.

How to restore texting after reinstalling iPlum app?

If you install iPlum app on a new phone or you need to erase the app and reinstall, you can restore last 60 days texts in the app:

iPlum app || Settings || Text Options, Templates, Secure Channels || Text Restore

Note: You need security and backup plan on the line in order to restore text. The text are restored from the “date” the plan is active.

How does text templates work?

You can create multiple text templates to send them to the clients without typing entire message. To configure learn more.

How does auto-text-reply work?

You can automatically send text reply for missed incoming calls & texts when you are busy. To configure learn more.

How does text signature work?

You can automatically add a text signature for your outgoing text. It is helpful to provide information to your clients without having to type it each time. To configure learn more.

How does text to email work?

You can get your incoming text via email when you are way from your mobile or forward them to a different email address. To configure learn more.

How to initiate secure text channel?

To initiate a secure text channel, you will invite your client using iPlum app business contact. The client will accept your invitation to set up secure channel with instructions to download iPlum app and setup a free account.

  1. Create a new contact with your client’s mobile phone number or select an existing business contact in the iPlum app.
    iPlum App || Contacts || Business contact tab. Tap “+” to add a new business contact.
  2. Initiate a secure channel request.
    iPlum App || Contacts || Business contact || More || Secure Text Channel Invite
    The system will send an invite SMS to the recipient with instructions to download iPlum app and accept invitation.
  3. Your client will download free iPlum app, register using their mobile number and accept your invitation in the app. The secure channel is now active and ready for secure texting.

When you invite a business contact to setup secure channel, they will see below steps on their side.

How to accept secure text channel (Client-side free account)?

  1. The client will receive an SMS from iPlum. This SMS has a link with steps to download iPlum app and create a free account using their mobile number.
  2. Login iPlum app and look for blue colored business contact.
    Business contact || More || Accept Secure Text Channel Invite.

    Invited and accepted contacts are created and saved in the iPlum app secure container.
  3. After acceptance, the business contact will change to plum color and it will show a shield icon for secure texting.

How to delete secure text channel?

Simply delete the “Business” contact created for that secure channel in your iPlum app.

Tow to restore secure text channels, texts, business contacts.

Note: Restore secure text ‘channels’ is available for both free and paid iPlum accounts. But restore actual texts and business contacts requires iPlum Backup plan available via iPlum portal or in-app purchase.

Go to Settings in the iPlum app:
Contacts Options || Business Contacts Restore.
Text Options & Secure Channels || Text Restore.
Text Options & Secure Channels || Restore Secure Channels.

Which backup plan is required for secure texting?

A backup plan is required for initiating secure channels but no plan is required for accepting secure channels.

Security & Backup Enhanced ($5.99/mo paid annually)Includes: Security and backup of business contacts, texts, HIPAA compliance, Unlimited secure text channels; Text to email.

If you have any questions, please contact us.

Send existing files, documents, photos or videos already stored on your iOS Device


The files are containerized in each app. Let's say you want to send a file stored in a 3rd party app or documents folder in iOS app or in Camera app using SMS in iPlum app:

  • Select/tap the file and click "share" icon. Now select iPlum app from available options.
  • It will open the iPlum app text screen with the file attachment.
  • In the "To" box, fill the phone number or contact to which you want to send this file and click "Send" icon at the bottom of the screen.



Take new photo, audio, video in iPlum app and send using SMS


Note: You need to allow iPlum app to access your Camera for this to work. In iOS, go to Settings > iPlum app and grant access to Camera.

  • Open iPlum app text screen.
  • Open new message or existing conversation.
  • Click "clip" icon at the bottom left of screen. It will open a container with different options: Templates, Audio, Video, Gallery, Map.
  • Select your option and create your attachment.
  • In the "To" box, fill the phone number or contact to which you want to send this file and click "Send" icon at the bottom of the screen.

What is text signature feature?

iPlum provides you the feature to add a text signature for your outgoing text automatically.  It is helpful in branding of your text to your clients.  You can provide them your website and related helpful information without having to type it each time.

Where to setup text signature?

  • iPlum app: Settings || Text options || Text Signature
    OR
  • Online web portal: Login https://my.iplum.com/
     Dashboard || Users || Click iPlum Login ID of the User  || Settings || Text Options (Edit) || "TEXT SIGNATURES" panel.  

Enable the toggle switch to select for incoming text and/or missed calls.


Helpful links:

How to setup your main iPlum number to ring multiple phones or users?

Setup an iPlum business team account.

All frequently asked questions.

Voicemail Settings

Login iPlum portal https://my.iplum.com/.

 Dashboard || Users || Click iPlum Login ID of the User || Settings || Voicemail. Click SETTINGS tab.

  • Voicemail: Use the toggle switch to enable or disable voicemail on your iPlum line.
  • Voicemail Transcription Plan: The default voicemail has 15 voicemail storage capacity with no transcription.  You can get enhanced voicemail plan for $4.99/mo with larger capacity of 100 voicemail storage and audio to text transcription services.
  • Ringing Time: Select either 15 or 20 seconds.  If you want to send calls directly to voicemail without ringing, select "Do Not Disturb".
  • Voicemail To Email Alerts: Toggle ON if you want to receive alerts for voicemails.
    Note: Check the box if you want to exclude calling number in email alerts for privacy and security compliance.
    Note: Check the box if you have purchased Enhanced Voicemail plan but you want to exclude audio file and transcription in email alerts for privacy and security compliance.
  • Set Additional Emails For Voicemail Alerts: Enter additional emails to send voicemail alerts separated by semicolon.




Helpful links:

How to create custom or professional voicemail greetings for iPlum?

How to update for enhanced voicemail with bigger storage and voicemail transcriptions?

How to delete voicemail?

What is text to email feature?

In addition to receiving texts in the mobile app, iPlum provides you the feature to receive your incoming texts via email.  It is helpful when you are away from mobile or you need to forward incoming text to multiple iPlum users in your organizations.

Where to setup text to email?

Online web portal: Login https://my.iplum.com/
Dashboard || Users || Click iPlum Login ID of the User  || Settings || Text Options (Edit) || "TEXT TO EMAIL" panel.  

Enable the toggle switch for "Receive email alerts for incoming text".

For privacy you can suppress texting number and/or text content.

What are the prerequisites for this feature?

This features requires that you have Security & Backup Enhanced add-on plan.  If you don't have this plan, you can add it in "Plans" section of your iPlum portal.

Can I send incoming text to other users in my organization?

Yes, you can add other iPlum users to receive incoming texts on your iPlum number by adding the users in this panel. Each user needs to have an iPlum number with enhanced backup plan.




Helpful links:

How to setup your main iPlum number to ring multiple phones or users?

Setup an iPlum business team account.

All frequently asked questions.

There are two (2) types of configurations available to route main iPlum number to multiple phones or users.

Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.


Configurations:

I. Route calls to multiple devices/users using Phone Tree and Extensions.

Use this option when you want to play a welcome auto-attendant greeting for incoming calls and route them to different user phones based on extensions. Each user can call out independently showing outgoing Caller-ID as main iPlum phone number.


II. Route calls to multiple devices/users with Simple Call Forwarding (No Phone Tree and Extensions).

Use this option when you do not want a welcome greeting or extensions for incoming calls. You would simply forward the incoming calls to different phones as a separate business line interface. Each user can call out independently showing outgoing Caller-ID as main iPlum phone number.


I: Route to multiple devices with business line interface using phone tree and extensions.


Summary:

  • Setup a master account with main iPlum number and add users with local iPlum number subscription for each user.
  • Users will install iPlum app on their devices and login with their distinct login IDs.
  • Using this approach when a caller dials your main iPlum number they will hear your welcome auto-attendant greeting.
  • They will be presented with option to dial extensions. One extension can ring one device or multiple devices.
  • All users can make & receive calls simultaneously.


Steps:

  • Login https://my.iplum.com.
  • Get a new main iPlum number or port-in your existing phone number into iPlum.
  • Add additional members : Click "Add New User (Phone/Fax)".  Create a user login-id with physical mobile phone number or an email address. Landline or virtual numbers not allowed when creating a user.

The user will receive a link via phone text or email. Once they clicks the link, it will require them to enter a new password. The user is now connected to the master account and you will see them in "Users" section.

Get iPlum number for the user: In the Dashboard || Users section, select the new user setup above, click "Get iPlum Number" to setup a new iPlum number for this user.

Caller-ID update:Dashboard ||  Users || Click iPlum Login ID of the User || Profile & Permissions  || Caller ID || Toggle to Primary iPlum number and Save it.

Voice network mode for best call reliability:
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.

Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

  • Type auto attendant greeting for text to life like speech.
  • Create extensions & link them to each iPlum phone number which you have setup in previous step or external phone numbers.
  • Add multiple users to an extension to ring Sequentially or Simultaneously.


II: Route calls to multiple devices/users with simple call forwarding (no phone tree and extensions).

Summary:

  • Setup a master account with main iPlum number and add users with local iPlum number subscription for each user.
  • Users will install iPlum app on their devices and login with their distinct login IDs.
  • All users can make & receive calls .

  • Steps:

    • Login https://my.iplum.com .
    • Get a new iPlum main number or port-in your existing number into iPlum.
    • Add additional members : Click "Add New User (Phone /Fax)".  Create a user login-id with physical mobile phone number or email. Landline or virtual numbers not allowed when creating users.
      The user will receive a link via phone text or email . Once they clicks the link, it will require them to enter a new password. The user is now connected to the master account and you will see them in "Users" section.
      Get iPlum number: Dashboard || Users || Click iPlum Login ID of the User|| Get iPlum Number to setup a new iPlum number for this additional line.
      Caller-ID update: Dashboard || Users || Click iPlum Login ID of the User|| Profile & Permissions  || Caller ID Number || Toggle to Primary iPlum number and Save it.
    • Repeat above step for all users.
    • Set Call Forwarding : Dashboard || Users || Click iPlum Login ID of the User || Settings  || Call Forwarding (Edit)  || Enable it || Enter main iPlum # and user's iPlum numbers created in above steps and Save it.
    • You can choose to Display Incoming Caller ID to be "Actual Calling Number" or "iPlum Number".
    • Note: If you have more than three users, you can create a tree structure to forward calls to any number of users.








    1. Do Not Disturb Hours (Calls, Text)
    2. Auto Text Reply Hours (Missed Calls, Text)

    1. Do Not Disturb (DND), Non-Business Hours

    Setup hours when you want the calls to go directly to the voicemail without disturbing you.  You can also silence texts and app notifications for those hours.

    Where to setup Do Not Disturb?

    • iPlum App: Settings || Do Not Disturb, Non-Business Hours
      OR
    • Online iPlum Portal: Login https://my.iplum.com/.  
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb (Edit)

    Enable the toggle switch to select for Calls and/or Text & Notifications.


    Example: If you have business hours from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your Non-Business hours will look like:

    Mon to Fri: From = 5 PM & To = 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to manage Do Not Disturb?

    Your app doesn't have to be open. The DND works automatically from the cloud.

    2. Auto Text Reply

    When to send Auto Text Reply?

    1. Missed incoming calls.
    2. Incoming texts when you are away.


    Where to setup Auto Text Reply?

    • iPlum app: Settings || Text options || Text Auto Reply
      OR
    • Online web portal: Login https://my.iplum.com/.
      Dashboard || Users ||  Click iPlum Login ID of the User || Settings || Text Options (Edit)

    Enable the toggle switch to select for missed and/or incoming text.


    You can also setup non-business hours during which the system will automatically send auto text reply.  

    Example: If you have business hours are from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your non-business hours will look like below:

    From: 5 PM & To: 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to send auto text reply?

    Your app doesn't have to be open. The reply text is sent automatically from the cloud.




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    What does privacy settings for compliance means?

    If you work in an industry which has privacy requirements for your clients, you can hide caller's information during call ringing, text or voicemail notifications in your iPlum app.


    Where to setup privacy settings for compliance?

    Login iPlum portal https://my.iplum.com.

    Dashboard || Users || Click iPlum Login ID of the User  || Settings || Privacy Settings for Compliance (Edit)

    • CALLS
    • Hide caller name
      Hide name in call notifications. The call ringing screen on locked device will not show the caller name.
    • Hide caller number
      Hide number in call notifications. The call ringing opening screen will not show the caller number.  Instead it will show iPlum number.
    • TEXT
    • Hide sender name
      Hide name in text notifications on the device
    • Hide sender number
      Hide number in text notifications on the device.
    • VOICEMAIL
    • Hide caller name
      Hide name in voicemail notifications on the device
    • Hide caller number
      Hide number in voicemail notifications on the device.

    If you have enabled two-factor authentication on your iPlum account but locked your account for any reason, you can open a ticket with our network security team.

    There is a $20 charge to manually unlock it by our security team. By following this process you give iPlum the permission to manually remove two-factor authentication on your account.

    Send your request to “support@iplum.com”.

    1. In the subject of email enter “Unlock iPlum Account for iPlum # XXXXX (iPlum_number)”.
    2. In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt.
    3. In the body of email also enter the payment method used by you for your iPlum subscription in order to verify the ownership of your account.  It can be the last 4 digits of card or PayPal email or your iPlum subscription renewal date.
    4. You will get a confirmation email after our security team has manually unlocked your account.



    Make payment:


    How to use iPlum call transfer?

    Make sure your iPlum account has the phone tree setup on main line.  After you receive a call on any extension, you can transfer that call to another iPlum number or external number by pressing *7 (star 7) and entering the 10 digit phone number followed by #. Then after the call is connected, press:

    0 to conference.

    1 to exit yourself.

    2 to end call transfer.



    Example  

    A calls B. B wants to transfer call to C.
    (C - Phone Number: 202-123-1234).


    After A gets connected to B, B will enter *7 in their dialpad followed by 2021231234#.  

    A will hear Music-on-Hold.

    B can talk to C for one-one conversation, then press 0 to conference C into the call with A.

    Or press 1 to take itself (B) out of the bridge and let A and C have the conversation.

    Or press 2 to end the call with C (keep conversation between A and B).




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    Hold a call with music?

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How to stop iPlum calls going to your personal voicemail?

    This generally happens when you have enabled "Voice network mode" for incoming calls.

    Voice network mode is a unique feature.  It uses your carrier voice network to make & receive calls to give you best voice quality without relying on internet data (carrier data or wi-fi).

    1. How to Accept or Decline calls in voice network mode?  
      For your incoming iplum calls you will first see a notification alert informing you about the incoming call followed by an actual ringing tone with a distinct iPlum screen. It is designed to give you a clear indication that it is a business call vs. personal call.
      > You can accept the call by sliding on screen or tapping the green button.
      > If you want to decline the call, do not click the “red decline” button.
      Let it ring and it will go to your iPlum voicemail. If you want to stop ringing, gently push the side power button on your device. The ringing will stop immediately and after few seconds, iPlum will route the unanswered call to your iPlum voicemail.

      Note: If you tap "red decline" button on the ringing screen, your device may force the call to its native voicemail which is inherent hardware limitation.
    2. Do-Not-Disturb If you have setup Do-Not-Disturb on your physical device, remember to set Do-Not-Disturb in your iPlum settings as well. This will alert iPlum system to route your calls directly to iPlum voicemail before sending it to your phone so that your phone carrier doesn’t force the call to your native voicemail.  You can setup Do not Disturb in iPlum app:
      iPlum App Settings  || Do Not Disturb || Set Options.
    3. How Calls Work in Airplane mode?
      If you setup Airplane mode on your physical device, remember to setup Do-Not-Disturb in your iPlum setting during that time. This will alert iPlum cloud system to route your iPlum calls directly to iPlum voicemail before sending it to your phone.
      iPlum App Settings  || Do Not Disturb || Set Options.
    4. Check if you have blocked your iPlum contact by mistake which may force calls to personal voicemail.
      a) Go to your iPhone/Android native address book & search your iPlum number.  If it shows as a blocked contact, you can either edit that contact to unblock it or delete it even if it says "iPlum created contact, do not delete".
      b) Go to your phone’s native address book & search for word "iPlum" without quotes.  If it shows as a blocked contact, you can either edit that contact to unblock it or delete it even if it says "iPlum created contact, do not delete".
      Note: iPlum creates a temporary contact during iPlum call and it will automatically do it when required.
      c) Make sure your iPlum number is not blocked on your phone. iPhone or Android Settings || Phone || Blocked Contacts  (Verify your iPlum number is not listed here)
    5. Verify that your mobile phone does not have any robo call or spam blocking app installed.
      Please remove them from your mobile phone. The robo call or spam blocking apps will not allow correct functioning of 2nd line app on the mobile.  

    I have tried all steps but my iPlum calls are still going to personal voicemail.

    Disable voice network mode for incoming calls:

    • iPlum App:
      iPlum App Settings  || Call Mode: Voice Network or VoIP Data || Incoming Calls || Use My Wi-Fi or Carrier Data.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Wi-Fi or Carrier Data




    Helpful links:

    How to setup Incoming iPlum calls to flow via Voice Network?

    How to setup Outgoing iPlum calls to flow via Voice Network?

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How does this feature work?

    iPlum provides you a unique feature to use voice network to make outgoing calls without relying on internet data on your mobile device. This gives you high reliability of calls and still transmits your iPlum Caller-ID. You can enable or disable this feature any time.

    Enable voice network mode for outgoing calls?

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Outgoing Calls || Use My Voice Network.  Enter your mobile phone number and save.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network.  Enter your mobile phone number and save.

    Why does it show an intermediate iPlum number when using voice network mode?

    When you dial out using iPlum app, it will first show an intermediate iPlum number which will automatically connect your actual dialed number using iPlum technology.  This makes sure that your call goes over voice network & not internet. Rest assure that your called number will only see your iPlum number as caller-id.

    How to disable voice network mode & instead use wi-fi or carrier data for outgoing calls?

    If you are travelling internationally or permanently located outside US/Canada, you can disable voice network mode.

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Outgoing Calls|| Use My Wi-Fi or Carrier Data.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Wi-Fi or Carrier Data

    Troubleshooting

    I have enabled voice network mode but it still won't work?

    1. Make sure you have not enabled "restricted" option for your carrier mobile phone number caller-id  or setup your carrier phone number caller-id to "anonymous".
    2. Make sure you are using the same carrier phone number where the app is installed in iPlum outbound carrier settings.  If you put a different phone number it will not work.
    3. Please enable "contacts" permission for iPlum app on your iPhone or Android device settings for correct caller-id management of iPlum calls.





    Helpful links:

    How to setup Incoming iPlum calls to flow via Voice Network?

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How does this feature work?

    iPlum provides you a unique feature to use voice network to receive incoming calls without relying on internet data on your mobile device. This gives you high reliability of incoming calls. You can enable or disable this feature any time.

    How to enable voice network mode for incoming calls?

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Incoming Calls || Use My Voice Network.
      Enter your physical mobile phone number where iPlum app is installed.
      Click "Save  & Set Distinct Ringtone" || Ringtone: Change from default to a new Ringtone || Done.

    OR

    • Online web portal:
      Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network.
      Enter your physical mobile phone number where iPlum app is installed and save.

    How to ensure the unanswered calls go to iPlum voicemail & not personal voicemail in this mode?

    Please read this section: How to stop iPlum calls going to my personal voicemail

    I am not seeing the caller's phone number during incoming calls  OR I am seeing my own name for inbound calls instead of calling party?

    1. Please enable "contacts" permission for iPlum app on your iPhone or Android device settings. It is required for correct caller-id management.
    2. Check your device phone book. Make sure there is no contact created with your name & your iPlum number together.
    3. Note: If you are using IVR, there is option in Advanced Settings to choose between "Actual calling number" and "Main account iPlum number".  Please update that selection to "Actual calling number".

    Disable voice network mode & instead use wi-fi or carrier data for incoming calls?

    If for some reason you need to disable voice network mode for incoming calls:

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Incoming Calls || Use My Wi-Fi or Carrier Data.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Wi-Fi or Carrier Data





    Helpful links:

    How to setup Outgoing iPlum calls to flow via Voice Network?

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    When to send auto text reply?

    1. Missed incoming calls.
    2. Incoming texts when you are away.

    Where to setup auto text reply?

    • iPlum app: Settings || Text options || Text Auto Reply

    OR

    • Online web portal: Login https://my.iplum.com/
       Dashboard || Users || Click iPlum Login ID of the User ||  Settings || Text Options (Edit) || "AUTO REPLY" panel.  

    Enable the toggle switch to select for incoming text and/or missed calls.


    You can setup hours during which the system will automatically send auto text reply.  

    Example: If you have business hours from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your non-business hours will be:

    Mon to Fri: From = 5 PM & To = 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to send auto text reply?

    Your app doesn't have to be open. The reply text is sent automatically from the iPlum network cloud.




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    All frequently asked questions.

    Advanced password policy:  

    The account administrator can setup advanced password policy applicable to all users.


    1. Login to your iPlum online account https://my.iplum.com.
    2. Click: Password Policy on the side menu.
    3. POLICY SETTINGS
    • Requires Login Password (Mandatory)
    • Enable Two-Factor Authentication (2FA)
      A text/email will be sent with a code to user's login-ID.
    • Enforce Password Complexity
      Minimum 8 characters with mandatory uppercase letter, lowercase letter, number and a symbol.
    • Set Password Expiration
      Users will be required to change password every 90 days.
    • Additional Security with App Passcode
      Warning: Users will be required to setup an app passcode and will be prompted every time app is accessed.

    Please follow these steps on your Android device if you are getting above error.

    1. Update device OS if available.
    2. Update Google Play Store App. Refer https://support.google.com/googleplay/answer/113412?hl=env
    3. After you update Google Play Store App as per above link:
    • Go to Settings -> Apps --> Select Google Play Store App.
    • "Clear Data Storage" of the Google Play Store App.
    • Then "Force Stop" Google Play Store App.
    • Now open Google Play Store App.
    • Kill iPlum app if it is already in recent apps.
    • Open iPlum app and try again.

    iPlum App

    Open iPlum app and go to Voicemail screen.

    Delete single voicemail: Swipe left and delete (iOS & Android).

    Delete multiple voicemails: Click "Edit" and delete all (iOS).  Long press any voicemail to show the multiple delete option (Android).



    iPlum Portal

    Login iPlum portal https://my.iplum.com/.

     Click Voicemail icon and select the user.

     Click delete icon to delete voicemails.




    Helpful links:

    How to change voicemail settings?

    How to create custom or professional voicemail greetings for iPlum?

    How to update for enhanced voicemail with bigger storage and voicemail transcriptions?

    What is the Caller-ID for my outbound iPlum calls?

    When you first sign up, the caller-ID is your iPlum name.  You can change it any time by changing your name in iPlum portal or iPlum app.

    1. Login to secure online portal https://my.iplum.com.
    2. Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions
    3. You will see different options you can edit.

    Login ID: Click on the pencil icon next to it and update the login-id to a different mobile number or email.  The system will send a verification code to the new login-id which when verified becomes new login id of the account.

    Email: Click on the pencil icon next to it and update to new email. The change is instant.

    Name: Click on the pencil icon next to it and update to new name.  It can take up to 48 hours to propagate new Caller-ID name.  Name is propagated only for local numbers.  

    Note: For Toll-free numbers it will show name as "Toll-free".

    Caller ID (Outgoing): Click on the pencil icon next to it and choose between user's number, primary iPlum number or other iPlum numbers on the account.



    How can I make a user account to show the primary iPlum number as its Caller-ID?

    You have a choice to set caller-id based on phone numbers in your iPlum account. By default caller-id is the iPlum name and number for that user account.
    If you wish, you can change the user's caller-id to another iPlum number within same team account.

    1. Login to secure online portal https://my.iplum.com.
    2. Dashboard || Users || Click iPlum Login ID of the user || Profile & Permissions

    Caller ID (Outgoing): Click on the pencil icon next to it and choose between user's number, primary iPlum number or other iPlum numbers on the account.



    Helpful links:

    How to change my iPlum Login ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    Toll free and local number plans are separate products with different plan types. You will cancel the existing plan & get the new plan.

    Note: You will first cancel the existing subscription & then buy the new subscription.  The new subscription time will start from the day you start a new subscription.  Sorry these are non-refundable digital plans, there are no prorated refunds for the cancelled plans.

    1. Login Online https://my.iplum.com
    2. Cancel your existing iPlum subscription online.  
      Click: Dashboard || Users|| Click iPlum Login ID of the User || Cancel Line.  Select immediate cancellation.
    3. If the subscription was purchased at Apple App Store or Google Play, it will cancel at end of the current term.
    4. Click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number to setup a new subscription type.


    Helpful links:

    How to port an existing number into iPlum?

    How to setup a business team account in iPlum?

    All frequently asked questions.

    You can always select the desired country in iPlum Keypad & enter the number without country code. That FAQ is here.

    But if you dial a number frequently and don' want to choose the country icon each time, this is how you do:

    1. iPlum conveniently shows your device phone book contacts in iPlum app.  You can create a new contact or edit an existing contact in your device Phone book and it will show up in iPlum contacts.
    3. Enter the number with plus sign, country code and number.  Example for Australia (country code 61) enter +61xxxxxxxxx).  Save it.
    4. Simply select that contact from Contacts in iPlum app & click phone icon.  It will show you the keypad with number & country pre-filled.

    You can forward your mobile or landline voice calls to iPlum number by following instructions on your vendor website.

    Below are examples of some U.S landline and mobile carriers.  These instructions would vary for other carriers:

    AT&T Mobile
    To turn ON Call Forwarding:
    On your phone dialer enter **21*, then the 10-digit iPlum number you wish to forward your calls, followed by #. Push the Call icon. Your wireless device displays a confirmation message when Call Forwarding activates. Example: **21*408 123 1234# (no spaces)
    To turn OFF Call Forwarding:
    On your phone dialer enter #21# & Press the Call  key. Your wireless device displays a confirmation message when call forwarding deactivates

    AT&T Landline
    To turn ON Call Forwarding:
    Dial *72# and listen for dial tone.
    Enter the number where you wish to forward calls.: 1 + Your iPlum Number  (Example 12011231234)
    Wait for the confirmation tone. After the confirmation tone, the system will automatically place a call to the number to which calls will be forwarded.
    If the forward-to party answers the call, the feature is activated.
    To turn OFF CF: *73#

    Verizon Mobile
    To turn ON Call Forwarding:
    On your phone dialer enter *72, then the 10-digit iPlum number you wish to forward your calls. Push the Call icon. You should hear a confirmation tone or message when Call Forwarding activates. Example: *72 408 123 1234 (no spaces)
    To turn OFF Call Forwarding:
    On your phone dialer enter *73 & Press the Call  key. You should hear a confirmation tone or message when call forwarding deactivates

    T-mobile, Sprint or other mobile & landline carriers have similar instructions.  Please check with your provider for setting call forwarding.

    The default free voicemail feature has 15 voicemail storage capacity with no transcription.

    Enhanced Voicemail: Get 100 voicemail storage capacity and audio to text transcription services for $4.99/mo. The transcription along with audio file is delivered to the user's email and it also available in iPlum portal.

    Steps:

    1. Login: Go to the web page https://my.iplum.com on your computer or a tablet.
    2. Dashboard || Users || Click iPlum Login ID of the User || Plans || Enhanced Voicemail Plan  || Change
      Follow the prompts to select the new plan.
      Note:
      For HIPAA compliance for your iPlum voicemail transcriptions, please make sure the email address where you receive iPlum voicemail alerts is HIPAA complaint. You can also toggle off voicemail transcriptions and audio attachment in the Voicemail settings.


    Helpful links:

    How to create custom or professional voicemail greetings for iPlum?

    How to change voicemail settings: ringing time, ringtones, email alerts, transcriptions?

    Email the file or document to yourself and open the email document attachment on your iPhone.  Click Share button at the bottom, it will bring various apps to send doc.  Select iPlum app.  It will automatically open iPlum and put that document there.  Then you can fill the “To” box with the phone number you wish to send out & click Send.

    iPlum app is built with latest iOS features. The new features allow you to receive iPlum call in locked screen like a normal iPhone call even if the iPlum app is active or killed in the background.  The new feature automatically wakes it up and connects the calls.

    That also puts each call in the iPhone Recents as "iPlum Audio".  These Recents are not shown in Carrier billing.  This is something inherent to the iOS and can't be switched off.

    What is my iPlum login ID?

    For single line accounts the iPlum login ID is the physical mobile phone number which you used to setup your iPlum account.

    Please do not include any space, dash or bracket when you enter your login ID.

    Note: There are exceptions in case you changed that login ID to an email address after signup in your "Profile & permissions" at your iPlum portal or you are part of multiline account where your administrator has assigned you an email as login ID. In that case you can try your email address as login ID.


    I have forgotten my password.

    Simply enter your iPlum-ID & click Forgot Password link in your iPlum app or online at https://my.iplum.com.  You will receive a text/email with a link to reset your password.


    I know my current password but I want to change it.

    Login to iPlum online portal https://my.iplum.com. Click on your User icon on the top right of your screen. You'll see a drop down for changing your password .


    Helpful links:

    How to change my iPlum Login ID?

    How to change my iPlum Caller ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    iPlum is a business app.

    It is your dedicated mobile virtual number attached to the iPlum app for calling and texting.

    All iPlum numbers are always enabled for SMS, MMS and Short codes.

    If you are not receiving verify code from a particular company, please check with them.  They may need physical mobile number due to enhanced security required by them.

    1. Login to secure online portal https://my.iplum.com.
    2. Go to Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
    3. You will see different options you can edit.

    a) iPlum Login-id change: Click on the pencil icon next to login-id.  Select the radio button depending on the new login to be an email or mobile phone number.  The system will send you a verification code which you will confirm here to complete the change. Make sure the new login-id should not be already used at iPlum for another account.

    Note: To swap two iPlum logins between two accounts, you will first change the first login-id to an email address, freeing up the first login-id phone number and then change the 2nd login-id to first login ID.

    b) Email change: Click on the pencil icon next to email and update new email.

    c) Name change: Click on the pencil icon next to name and update new name.

    d) Caller-id (Outgoing): Click on the pencil icon next to caller-id. Choose between user's iPlum number or other iPlum numbers on the account.

    Note: Most carriers would show both the caller name and phone number in the caller-id but some receiving carriers may show only the caller number with city & state based on their internal policies.





    Helpful links:

    How to change my iPlum Login ID?

    How to change my iPlum Caller ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    One can change iPlum password by either of 2 ways:

    1. If you know your existing password: Login https://my.iplum.com .Click the Small icon at top right corner, it will have an option to “Change Password”.

    2. If you don't know your existing password: At login screen for web account https://my.iplum.com or the mobile app simply click “Forgot Password”.  The system will send you a text to your login-id phone number and an email with reset password link.The reset password link normally has couple hours validity for security purposes.




    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    The app logs out due to either of two reasons:

    1. If you login to another device using same Login ID, it will logout from first device.  This is to make sure the calls & messages are routed to your current device.

    2. If there are too many apps open on the device & the device doesn't have enough memory, the device operating system automatically shuts down the app.

    A short code, or short number, is a 5 or 6 digit number that can send and receive SMS. Short codes are used for alerts, promotions and some validations.

    iPlum allows texting to short codes. When you want to initiate a message to short code remember to add "+" sign before the short code number in the To section.

    Note: The app automatically shows "+CountryCode" in the "To" section when you want to send new message.  You will delete the country code but keep the "+" sign and then enter your short-code.

    e.g. If you are a US user and want to send message to short-code 827438, you will find that the app will show "+1" in the "To" section.  You will backspace & delete "1" and then type your short-code 827438.




    If you are not able to make calls using Wi-Fi or Carrier data, it is usually due to one of below reasons:

    1. The internet connectivity transition has not occurred on the device. Close and restart the iPlum app.
    2. In certain cases the port block or firewall set by your carrier or wi-fi provider may lead to connectivity issues. Close the app and try to change the source of internet or use a VPN app on your device.  There are many VPN apps which you can find in Apple App Store or Google play.

    Important: If you are a US or Canada user, you can also use Voice Network Mode for your iPlum calls:

    1. How to setup Outgoing iPlum calls to flow via phone's voice network?
    2. How to setup Incoming iPlum calls to flow via phone's voice network?

    iOS Settings

    Android Settings


    iOS

    1. Enable Permissions: iPhone/iPad Settings   ||   iPlum app    ||   Enable the Permissions for:

      Notifications (All)
      Microphone
      Contacts.

      Note: iPlum is a business app and keeps your privacy at all times. Permissions are required for calling, texting, voicemail and correct caller-id management.
    2. If your calls are going to iPlum voicemail, check iPlum App Settings   ||   "Do Not Disturb" options for calls or messages are not mistakenly enabled by you.  
    3. Check Memory. Make sure there is enough cached memory available on the device.  If there are too many apps open, please close them.  

    Android

    Every Android manufacturer has slightly different settings. Please check your device model for corresponding settings.

    1. Doze mode white-list iPlum app: Android Settings   ||   Battery   ||   Top right choose "Battery Optimization".  Toggle from "Not Optimized" to "All Apps".  Scroll to iPlum and then choose "Don’t Optimize" and click "Done".
    2. Enable Notifications: Android Settings    ||   Apps (OR Apps & Notifications OR Application Manager)    ||    Apps Info (OR See all Apps)   ||   Scroll to iPlum app   ||     Notifications.   ||   Show Notifications.  Make sure all Notification types of all channels are enabled here.
    3. Enable Permissions : Android Settings     ||   Apps (OR Apps & Notifications OR Application Manager)   ||    Apps Info (OR See all Apps)    ||   Scroll to iPlum app   ||     Permissions.  Enable Permissions for Contacts and Microphone.

      Note:iPlum is a business app and keeps your privacy at all times. Permissions are required for calling, texting, voicemail and correct caller-id management.
    4. Ringtones:Android Settings     ||     Sounds     ||     Make sure the Ringtones & Notifications are not in silent mode. Make sure Do-Not-Disturb is not enabled.
    5. Sounds & Vibrations:Android Settings     ||     Sounds & Vibrations   ||     Sound Mode  (Make sure it is set to Sound)
    6. Wi-Fi Settings: Connections   ||   Wi-Fi   ||   Advanced. Enable “Smart network switch”. It allows phone to automatically switch between Wi-Fi and the mobile network.
    7. Background data : Android Settings   ||   Data usage   ||   More   ||   Restrict background data (Enable).
    8. Memory: Make sure there is free cached memory available on the device.  If there are too many apps open, please close them.  
    9. Make sure the iPlum app is in running mode & not "Force Stopped".  Force Stopped condition will not receive any notifications to the iPlum app.
    10. iPlum App Settings: Check “Do Not Disturb” options for calls or messages are not mistakenly enabled.  


    US & Canada Users: You can change to Voice Network mode for your iPlum calls for better call quality:  

    1. How to setup Outgoing iPlum calls to flow via Voice Network?
    2. How to setup Incoming iPlum calls to flow via Voice Network?

    If your app freezes, simply kill and restart the iPlum app. If you are already logged in you would see the home page in the app, otherwise login as required.

    Note: To kill the app without deleting it on an iPhone or iPad, simply double click the home button, locate the running app and swipe it upwards. For ending the app on an Android device, press on the home key until the screens for the running apps are shown. Then swipe the app screen to the right to end the app.

    You can do this when you allow iPlum app to access your Microphone.  In iOS, simply go to Settings > iPlum app and grant access to Microphone and Audio settings. In any case you’ll need to do this for making phone calls. In Android, go to Settings > Device > Apps and find the iPlum app, and make the changes in the Permissions section.

    You need to allow iPlum app to access your Camera for this to work.  In iOS, go to Settings > iPlum app and grant access to Camera.In Android, go to Settings > Device > Apps and find the iPlum app, and make the changes in the Permissions section.

    If you have purchased an iPlum U.S Phone number, it will show up at the top in iPlum app under Contacts.

    It is also located in iPlum Settings >> My Account

    Spinner at top right corner in the iPlum app shows that internet connection is not available.

    1. This may happen sometimes where the connectivity transition has not occurred on the device. Simply kill and restart the iPlum. You may find that you are already logged in to the app and can continue. Otherwise, login as required.
    Note: To kill the app without deleting it on an iPhone or iPad, simply double click the home button, locate the running app and swipe it upwards. For ending the app on an Android device, press on the home key until the screens for the running apps are shown. Then swipe the app screen to the right to end the app.

    2. The other reason for connectivity issue could be block set by your company, local carrier or ISP. We have heard of blocked sites from our users in many countries including Azerbaijan, China, Portugal, Spain, Thailand, Vietnam and others. Fortunately there are various VPN apps available in Apple App Store & Google Play which can help you get connected through the block. If you need any specific help send us an email.

    No, your phone number is linked to your account, so it will not change by changing the device. You can install iPlum app on your new device and continue to use the same account simply via login to the app on the new device.
    You can switch between Android and iOS devices and still continue to use the same account and iPlum phone number.

    How does backup and restore work?

    iPlum is a business service.  With default privacy settings: texts, business contacts or fax are not backed up. You can start archiving them by using the security and backup plan.  The backup will “start from the date” you enrolled in the backup plan.  It will not restore previous texts or contacts because they are not archived.  

    What is the cost for security and backup plans?

    There are three (3) types of backup plans based on your industry and needs.  Each line can have its own backup plan:

    • Security & Backup Basic ($3.99 paid monthly or $3.17 paid annually).
      Includes: Security and backup for business contacts, text for phone line and faxes for fax line. It also works for HIPAA compliance on fax line.  It is not eligible for HIPAA compliance on phone line.

    OR

    • Security & Backup Enhanced ($6.99 paid monthly or $5.99 paid annually).
      Includes: Security and backup for business contacts, text for phone line; Unlimited secure text channels; Text to email. It also works for HIPAA compliance on phone line. It is not eligible for HIPAA compliance on fax line.

    OR

    • Financial & Legal Compliance plan ($9.99).
      Includes: Security and backup for business calls, contacts, text; Unlimited secure text channels; Text to email, Call recording. It also works for financial, legal, sales and support compliance on phone line.

    Learn how secure texting works, please check this FAQ.

    Which backup plan is required for Healthcare HIPAA compliance?

    For HIPAA Calls & Text: Security & Backup Enhanced.

    For HIPAA Fax: Security & Backup Basic.

    Which backup plan is required for Financial, Legal, Sales and Support compliance?

    Use Financial & Legal Compliance plan.

    Where do I buy Backup Plan at online portal?

    1. Login to iPlum portal https://my.iplum.com
    2. Dashboard || Users || Click iPlum Login ID of the User || Plans || Security & Backup Plan
      OR
    3. Dashboard || Users || Click iPlum Login ID of the User || Plans || Financial & Legal Compliance Plan

    How do I restore my texts in iPlum app?

    iPlum App Settings || Text Options || Text Restore

    How do I restore my business contacts in iPlum app?

    iPlum App Settings || Contact Options || Business Contacts Restore

    What is the backup retention policy?

    The backup is activated after the user subscribes for the plan.

    Security & Backup Basic or Enhanced, the text are archived for last six (6) months  on rolling basis. You can download texts online in password protected iPlum portal. For longer duration, the users are advised to download and backup texts using iPlum portal usage reporting section.
    You can retrieve last sixty days (60) text messages in iPlum app using Restore feature in iPlum Settings.  Business contacts are backed up in iPlum app.

    Financial & Legal Compliance plan, the text and call recordings are archived for multiple years.  You can retrieve last five years (5) texts and call recordings online in password protected iPlum portal. The users are also advised to download and backup texts and recordings using iPlum portal usage reporting section.
    You can retrieve last sixty days (60) text messages in iPlum app using Restore feature in iPlum Settings.   Business contacts are backed up in iPlum app.

    Important: If you disable backup settings for a user, or the backup plan is cancelled or the line is cancelled or the line is ported out, the new backup will stop and all previous backup data is permanently removed due to user security and privacy.

    I have a 2019 version of text archive plan.  How can I update to new backup plan?

    The previous plan allowed text archive online but no text restore in the app. The new backup plan allows both archive and restore in the iPlum app.  The messages will continue to be available in the iPlum portal with either old or new plan.  

    Update to new backup plan online:

    1. Login to iPlum portal https://my.iplum.com
    2. Dashboard || Users || Click iPlum Login ID of the User || Plans || Security & Backup Plan
      OR
    3. Dashboard || Users || Click iPlum Login ID of the User || Plans || Financial & Legal Compliance Plan

     Please contact us in case of any question.

    If you have bought an iPlum phone number, we are passing your iPlum number in the Caller ID section of the call as per global E.164 standards.  

    When you call any North America number or in most parts of the world, your iPlum number would show up as Caller-ID.  But in some countries certain local carriers may change that number in the packet header & insert a local numbers due to local regulations when they terminate the call at the end-user side.

    Due to inherent security features in the iPlum app, it is best to switch off the iCloud backup of iPlum app.  Always download a fresh copy of the app from the app store when you change your device or do a factory reset on an existing device.

    Please follow these simple steps to switch of iCloud backup of iPlum app and get the latest from the app store:

    1. iPhone   >>   Settings   >>   (Apple ID, iCloud,iTunes)   >>   iCloud   >>   iCloud Drive.  Toggle to disable for iPlum app.
    2. Delete iPlum app from the device (Warning: It will delete the text messages from the app but you can still see the call and text logs in the settings when you reinstall the iPlum app).
    3. Reboot the device.
    4. Install fresh iPlum app from the App store.  It will show as if coming from iCloud but it is new install because you had disabled iCloud backup for it.
    5. Login using your existing iPlum credentials.  It will restore your iPlum usage credits and number plan.
    6. During installation when prompted for notifications, contacts, sounds to iPlum app, select “Enable”.

    iPlum REST API

    iPlum provides REST APIs for automatically downloading call and message logs  to an external server.  Developers can use iPlum APIs to download the usage activity and associate them to their users to get visibility and compliance at an organization.

    Every account gets free 30 days trial period to setup the account and start using the API.  After that it is $2 per user per month.  There is no limitation or metering on the number of records pulled.  You can start or stop the service any time.  There is no contract.

    Setup iPlum API:

    1. Login into iPlum console and select “iPlum API” on the left menu bar.
    2. In the center of the page, Enable API Access Status using the button.  The system will ask permission to proceed.  Click “Yes”.
    3. Important:  You will be presented your Secret Key only once.  Download your API Access Key & Secret Key and store at a secure location.  If you lose the secret key, you must generate a new key and reset the process.
    4. You will use the key pair to pull iPlum usage logs. Click “Close”.
    5. Callbacks: iPlum can put usage logs directly to your server without having to pull them via API calls.  You still need to setup the above process in order to enable the capabilities:
    1. Click “Edit” icon.
    2. Enable “Usage Callback” by toggle button.
    3. Check the type of Callbacks you want to enable.
    4. Callback URL: Please enter your Callback URL.  If you enable authentication, add a username and password which you want our servers to use when placing Callback data on your servers.
    5. Save Settings.
    6. You will start receiving usage logs real-time.


    If you have any questions, you can always Contact us

    Add Phone tree, business attendant & extensions to your iPlum account.

    Where do I setup my phone tree & extensions?

    Give your callers a professional tone.

    Login online https://my.iplum.com & configure phone tree with auto-attendant (IVR) to your iPlum local or toll free phone number.

    I am a solo professional using iPlum? Examples

     Setup iPlum auto attendant & configure your extensions to dial your iPlum number. The callers will hear the greetings and by selecting your short extension they will be able to reach your iPlum number. If you don't pick up it will go to your iPlum voicemail which you will be notified via email.

    I want to setup multiple extensions for sales, support ...? Examples

    Create multiple departments with unlimited extensions ringing to same or different numbers (iPlum or external numbers).

    My business has multiple mobile users? Examples

    Setup main iPlum number and give each user their own iPlum number.  Setup routing using iPlum Auto Attendant call flow.

    Steps:

    • Login to your iPlum online account & get a new iPlum number or port-in your existing number.
    • Add multiple users with their own iPlum numbers.
    • Enable Auto Attendant.
    • Setup greetings.
    • Create extensions & link them to each iPlum phone number you have setup in previous step.
    • You can setup as many extensions as you want.
    • You can add multiple users to one extension as well.
    • You can setup extensions to ring any non-iPlum number as well.

    When an outside caller calls your main iPlum number, they will hear the auto attendant greeting. They will press extension based on your auto-attendant call-flow setup. iPlum will route the calls to the appropriate user.

    How do I create auto attendant greetings? Examples

    iPlum uses text to  life-like speech service to create your auto attendant free of charge. It uses advanced deep learning technologies to synthesize speech that sounds like a human voice.

    Alternatively you can upload a professionally recorded announcement as well.  

    • Welcome Greetings is played once when your caller dials your main number.
    • Example: "Welcome and thank you for calling us.  Please press 1 for sales, 2 for support and 3 for billing.  To repeat these options please press 9."

    How many extensions can be created in an account? Examples

    You can create as many extensions as you want. You can set your extensions to be 1, 2, 3 or 101, 102, 204 or 1011, 1024 etc.  It can also be a mix of single & multiple digits like 1, 2, 201 etc.  You will define the maximum length of digits in Settings (default is 1).   Make sure to match your Auto Attendant announcements with your extensions.

    Each extension can be set to ring single or multiple numbers.  These numbers can be iPlum numbers, external domestic or international numbers.  There are no restrictions. You can change extensions anytime.

    Can I have simultaneous or sequential ringing to multiple phone numbers?

    Yes, you can setup extensions to ring calls to one number or multiple numbers at the same time. These numbers can be setup to ring all at the same time or in hunt sequence one after the other.

    What does system settings mean?

    These are advanced settings which define various timers and count options.  

    • Maximum length of extension digits. Example: If you will be using call extensions like 1,2,3 ..9, you set the value to 1.  If you will be using extensions like 101, 102, 103 etc, you will set this value to 3.
    • Invalid extension tries before disconnecting the call. We suggest to keep it at default count = 3.
    • Announcement replay before disconnecting the call. We suggest to keep it at default count = 3.
    • Ring time interval between multiple sequential numbers in an extension.  We suggest to keep it at default time = 18 seconds.

    Can I get iPlum phone system feature even if I am located internationally?

    Yes, you can get an iPlum phone system from anywhere in the world. iPlum makes that possible with our advanced communications platform.

    How is privacy built into iPlum?

    iPlum is a business class service. Unlike free services which share your meta data, we respect your privacy and fully protect your information.  It is never shared with any third party or put into any advertisements. You get complete peace of mind.

    Add Phone tree, business attendant extensions to your iPlum account.

    Where do I setup my phone tree & extensions?

    Give your callers a professional tone.

    Login online https://my.iplum.com & configure phone tree with auto-attendant (IVR) to your iPlum local or toll free phone number.

    I am a solo professional using iPlum? Examples

    Setup iPlum auto attendant & configure your extensions to dial your iPlum number. The callers will hear the greetings and by selecting your short extension they will be able to reach your iPlum number. If you don't pick up it will go to your iPlum voicemail which you will be notified via email.

    I want to setup multiple extensions for sales, support ...? Examples

    Create multiple departments with unlimited extensions ringing to same or different numbers (iPlum or external numbers).

    My business has multiple mobile users? Examples

    Setup main iPlum number and give each user their own iPlum number.  Setup routing using iPlum Auto Attendant call flow.

    Steps:

    • Login to your iPlum online account & get a new iPlum number or port-in your existing number.
    • Add multiple users with their own iPlum numbers.
    • Enable Auto Attendant.
    • Setup greetings.
    • Create extensions & link them to each iPlum phone number you have setup in previous step.
    • You can setup as many extensions as you want.
    • You can add multiple users to one extension as well.
    • You can setup extensions to ring any non-iPlum number as well.

    When an outside caller calls your main iPlum number, they will hear the auto attendant greeting. They will press extension based on your auto-attendant call-flow setup. iPlum will route the calls to the appropriate user.

    How do I create auto attendant greetings? Examples

    iPlum uses text to  life-like speech service to create your auto attendant free of charge. It uses advanced deep learning technologies to synthesize speech that sounds like a human voice.

    Alternatively you can upload a professionally recorded announcement as well.  

    • Welcome Greetings is played once when your caller dials your main number.
    • Example: "Welcome and thank you for calling us.  Please press 1 for sales, 2 for support and 3 for billing.  To repeat these options please press 9."

    How many extensions can be created in an account? Examples

    You can create as many extensions as you want. You can set your extensions to be 1, 2, 3 or 101, 102, 204 or 1011, 1024 etc.  It can also be a mix of single & multiple digits like 1, 2, 201 etc.  You will define the maximum length of digits in Settings (default is 1).   Make sure to match your Auto Attendant announcements with your extensions.

    Each extension can be set to ring single or multiple numbers.  These numbers can be iPlum numbers, external domestic or international numbers.  There are no restrictions. You can change extensions anytime.

    Can I have simultaneous or sequential ringing to multiple phone numbers?

    Yes, you can setup extensions to ring calls to one number or multiple numbers at the same time. These numbers can be setup to ring all at the same time or in hunt sequence one after the other.

    What does system settings mean?

    These are advanced settings which define various timers and count options.  

    • Maximum length of extension digits. Example: If you will be using call extensions like 1,2,3 ..9, you set the value to 1.  If you will be using extensions like 101, 102, 103 etc, you will set this value to 3.
    • Invalid extension tries before disconnecting the call. We suggest to keep it at default count = 3.
    • Announcement replay before disconnecting the call. We suggest to keep it at default count = 3.
    • Ring time interval between multiple sequential numbers in an extension.  We suggest to keep it at default time = 18 seconds.

    Can I get iPlum phone system feature even if I am located internationally?

    Yes, you can get an iPlum phone system from anywhere in the world. iPlum makes that possible with our advanced communications platform.

    How is privacy built into iPlum?

    iPlum is a business class service. Unlike free services which share your meta data, we respect your privacy and fully protect your information.  It is never shared with any third party or put into any advertisements. You get complete peace of mind.

    CMS Compliance Requirements for Insurance Brokers

    What is included in CMS compliance requirements for insurance brokers?  

    • Call recording & archiving on active accounts for 10 years
    • Texting archiving on active accounts for 10 years.
    • Automated custom disclaimer announcement before call starts.
    • Business contacts backup.
    • Unlimited secure text channels.
    • Free BAA with HIPAA compliance.

    Note: There is no separate storage cost.

    [coll_smart_padding min="4" max="8"]  Pricing & prerequisites for compliance (A + B):  

    1. iPlum Unlimited Number Plan. Choose one plan from below options:
      U.S. local number: $8.99/mo paid annuallyOr Canada local number: $11.99/mo paid annually  Or  Toll-free number: $14.99/mo paid annually

    Includes: Unlimited calling, texting, voicemail.

    Note: If you have already purchased a measured plan, you can upgrade to unlimited plan:
     Dashboard || Users || Click iPlum Login ID of the User  || Manage Plans  || Number Plan  || Change

    1. Financial & Legal Compliance Add-on:

    $9.99/mo



    Examples:

    For a U.S. local number plan, the total cost of solution is $18.98/mo paid annually (=$8.99 + $9.99).

    For a Toll- free number plan, the total cost of solution is $24.98/mo paid annually (=$14.99 + $9.99).

    [coll_smart_padding min="4" max="8"] Can I play special announcement with every call?

    Yes, you can add special voice announcement to play automatically in the beginning of every call for your compliance requirements.

    [coll_smart_padding min="4" max="8"]  Implementation of iPlum Service:

    It is a self-service signup.  iPlum establishes a separate 2nd line on your mobile phone with compliances required for call recording & text archiving.

    You can implement compliance on an existing number or get a new iPlum number. It is same cost for both options.

    Existing number transfer:  If you have an existing business number with a carrier which you want to use for CMS compliance, you will transfer that number to iPlum & get a new number from your carrier. iPlum is an app.  We do not provide dial-tone or internet.

    Important: iPlum provides full bidirectional portability.  If for any reason in future, you need to transfer out your number from iPlum to another carrier of your choice you can easily do that at iPlum portal by unlocking it.

    Example: Let’s say you have AT&T mobile service and want to use CMS compliance on that number.  You will port your existing AT&T number to iPlum & get a new number for that phone from AT&T after the iPlum port is complete which is 2-4 days.  Your base service will stay with AT&T.  During porting, the number will continue at AT&T.

    Note: Opening an iPlum account needs a mobile number for verification purpose which can’t be same as your porting number.  If you have only one mobile number which you are porting into iPlum, you can request us to open an account for you with an email address so that you can port your mobile number.

    Follow these steps to transfer your existing number to iPlum.

    OR

    New number from iPlum:  Go to https://my.iplum.com/ and Click “Get new number”.  Follow the prompts to get a new number. Install iPlum app on your mobile phone & simply login as “Existing User” to start using your iPlum number.

    1. Setup a new account or login to your existing iPlum online account https://my.iplum.com.
    2. Click: Dashboard  || Users || Click iPlum Login ID of the User
    3. Click action: "Financial/Legal Compliance".  It will take you to the prerequisites step by step.
    Can I activate social media like Whatsapp or receive bank codes?

    iPlum is a business app.

    It is your dedicated mobile virtual number attached to the iPlum app for calling and texting.

    All iPlum numbers are always enabled for SMS, MMS and Short codes.

    If you are not receiving verify code from a particular company, please check with them.  They may need physical mobile number due to enhanced security required by them.

    Can I port-out the iPlum phone number to another carrier?

    Yes, our users have the ability to port-in or port-out the iPlum number to another carrier.  Please login to iPlum Dashboard and select Port Number >> Port-out.

    Note: You will unlock the number and pay the Transfer agent pass-through fees.

    Can I use iPlum when roaming out of country?

    Yes, you can use iPlum over Wi-Fi or carrier data, when you are traveling outside the country.

    When you use your iPlum usage credits, you can make calls to any mobile or landline or send text message to any mobile phone number in covered countries.

    With iPlum phone number, you can also be reached at this phone number from anywhere, as you travel from country to country.

    Do external toll free calls use up iPlum usage credits?

    External toll free calls from your iPlum phone number are free. You can make free calls to any U.S. or Canada toll free number, from anywhere in the world using iPlum. Your iPlum usage credits are not consumed for toll free call minutes.

    Does iPlum calling work with bluetooth?

    Yes, iPlum mobile app is Bluetooth ready. Simply make sure that your Bluetooth headset or auto link is paired before you bring up iPlum app on your iPhone or Android phone.

    Error: Google Play store app not updated on this device?

    Please follow these steps on your Android device if you are getting above error.

    1. Update device OS if available.
    2. Update Google Play Store App. Refer https://support.google.com/googleplay/answer/113412?hl=env
    3. After you update Google Play Store App as per above link:
    • Go to Settings -> Apps --> Select Google Play Store App.
    • "Clear Data Storage" of the Google Play Store App.
    • Then "Force Stop" Google Play Store App.
    • Now open Google Play Store App.
    • Kill iPlum app if it is already in recent apps.
    • Open iPlum app and try again.
    Godaddy Smartline Alternative: iPlum

    What Is Godaddy SmartLine?

    Smartline* provides a virtual number app for iOS and Android devices.  Smartline is a Godaddy acquisition. The same company does domain name hosting and emails.
    *Smartline is a trademark of Godaddy

    How does SmartLine compare vs. iPlum?

    iPlum gives you a local or toll-free number for U.S. / Canada to use as second line on your existing device without changing the carrier. You get your own True Caller-ID with every call or text which is critical as a business line.

    Customers get carrier class dual mode reliability at iPlum i.e. you can use your carrier calling network (non-VoIP) or wi-fi/carrier-data for calling.  It gives you one of the most reliable calling experience for a second line without changing your carrier.

    Free auto attendant and extensions with every iPlum plan to give a professional look to your business.

    What is iPlum pricing vs Godaddy Smartline?

    iPlum provides one of the best pricing options for second line. You get second line with all business features for $4.99/mo. There are no separate taxes or surcharges. There is no long term contract.  You can cancel any time.

    Can I port my existing Godaddy Smartline number into iPlum?

    Yes, you can port your Smartline number into iPlum. You will first unlock the number at Smartline & then port into iPlum How to port an existing number into iPlum?

    How does iPlum take care of user privacy?

    iPlum is a business class service with 100% data protection. We provide comprehensive security and privacy. Unlike free services which are supported with ads or they share your usage meta data, we respect your privacy and fully protect your information.

    Your information is never shared with any third party or put into any advertisements. You get complete peace of mind.  Among other features, iPlum provides HIPAA compliance at no additional cost to its users.

    How to setup iPlum ?

    How do I setup a business account with multiple users / employees? Can I setup a central account for allocating numbers and manage their billing?

    Yes, you can set up an iPlum business account and then add "Additional Lines" in it for your users centrally from the cloud-based console. How to setup an iPlum account with multiple users?

    Can I forward my iPlum calls to external mobile or landline numbers?

    Yes, you can forward your iPlum calls to your landline or mobile phone numbers anywhere in the world. Call Forwarding can be setup in the iPlum app settings. iPlum’s unique call forwarding feature allows to ring three external numbers simultaneously.  You can also setup time period of the day for call forwarding. How to setup call forwarding in iPlum?

    Which smartphone or tablet mobile platforms are supported by iPlum?

    iPlum app is available in 23 languages in 200+ countries.

    iPlum works on both iOS and Android smartphones and tablets. In addition to getting a 2nd line on your smartphone, you can install iPlum on an iPad or a tablet and convert it into a smartphone for bidirectional calling and texting.

    Helpful links:

    How to setup iPlum online?

    How iPlum mobile phone system with auto attendant works?

    How to port an existing number into iPlum?

    What is iPlum Toll-free number?

    What is iPlum Canada number?

    How to setup a business team account in iPlum?

    How to setup multiple phone numbers in my iPlum account?

    How to setup Call Forwarding from iPlum to an external number?

    All Q&A

    Grasshopper Alternative: iPlum

    What Is Grasshopper phone system?

    Grasshopper* is a virtual phone system. The company was started as VoIP alternative to on-premises legacy phone systems for small businesses. It is an expensive solution when there many lower cost new options available with similar feature sets.
    *Trademark of Grasshopper

    How does it compare vs. iPlum?

    iPlum provides a communication solution which is mobile first.  As more business professionals are becoming mobile, they have different requirements.  iPlum can scale from a solo entrepreneur to multiple employee business solution without tying them to a desk-phone.  

    Customers get a local or toll-free number for U.S. / Canada to use as second line on their existing device without changing the carrier. All the iPlum plans have free IVR / auto attendant and extensions to give a professional look to their business.

    Our customers get carrier class reliability at iPlum i.e. you can use your carrier calling network (non-VoIP) or wi-fi/carrier-data for calling.  It gives you one of the most reliable calling experience for a second line without changing your carrier.  

    What is iPlum pricing vs Grasshopper?

    iPlum plans are most comprehensive and includes all the features required for a business professional.

    With iPlum you get second line with business features for $4.99/mo. There are no separate taxes or surcharges. There is no long term contract.  You can cancel any time.

    Our competitors charge $30+ for similar level of service and features.

    Can I port my existing Grasshopper number into iPlum?

    Yes, you can port your Grasshopper number into iPlum. It is easy to port your Grasshopper number into iPlum by following these steps

    How does iPlum take care of user privacy?

    iPlum is a business class service with 100% data protection. We provide comprehensive security and privacy. Unlike free services which are supported with ads or they share your usage meta data, we respect your privacy and fully protect your information.

    Your information is never shared with any third party or put into any advertisements. You get complete peace of mind.  Among other features, iPlum provides HIPAA compliance at no additional cost to its users.

    How to setup iPlum ?

    I am a solo professional, Can I use iPlum? Examples

    Yes, give your callers a professional tone.  Setup iPlum auto-attendant & configure your extensions to dial your iPlum number. The callers will hear the greeting and by selecting your short extension they will be able to reach your iPlum number. If you don't pick up it will go to your iPlum voicemail which you will be notified via email.

    How do I setup a business account with multiple users / employees? Can I setup a central account for allocating numbers and manage their billing?

    Yes, you can set up an iPlum business account and then add "Additional Lines" in it for your users centrally from the cloud-based console. How to setup an iPlum account with multiple users?

    How do I setup multiple extensions for sales, support and more for my business? Examples

    You can create multiple departments with unlimited extensions ringing to same or different numbers (iPlum or external numbers).




    Helpful links:

    How to setup iPlum online?

    How iPlum mobile phone system with auto attendant works?

    How to port an existing number into iPlum?

    What is iPlum Toll-free number?

    What is iPlum Canada number?

    How to setup a business team account in iPlum?

    How to setup multiple phone numbers in my iPlum account?

    How to setup Call Forwarding from iPlum to an external number?

    All Q&A

    HIPAA Compliance Setup

    Each iPlum number has its own BAA for HIPAA compliance.

    Please contact us to find the step by step process to setup HIPAA compliance for your iPlum line.

    How can I message to short codes using iPlum?

    A short code, or short number, is a 5 or 6 digit number that can send and receive SMS. Short codes are used for alerts, promotions and some validations.

    iPlum allows texting to short codes. When you want to initiate a message to short code remember to add "+" sign before the short code number in the To section.

    Note: The app automatically shows "+CountryCode" in the "To" section when you want to send new message.  You will delete the country code but keep the "+" sign and then enter your short-code.

    e.g. If you are a US user and want to send message to short-code 827438, you will find that the app will show "+1" in the "To" section.  You will backspace & delete "1" and then type your short-code 827438.




    How do I cancel my iPlum number on an iOS device?

    Resolve Any Issues Before Cancellation:

    1. Calls getting disconnected:
      Use carrier network & forward calls to your regular number.
    2. Can't hear call ringtones or receive texts:
      Check device settings.
    3. Don't like your iPlum number:
      Change your number.
    4. iPlum number cancelled due to any reason:
      Reactivate your number.
    5. Getting spam calls:
      Block spam numbers.


    Refund Policy:

    iPlum is a low cost service.  When you cancel your iPlum number plan, the plan renewal stops and you can use the service along with usage credits till the end of your current term.

    There are no refunds of any type for one-time or recurring charges. These includes usage credits, monthly/annual subscription plans, feature plans, port fees etc

    Due to individual privacy controls, cancellation is a self-service process. Simply follow the steps based on where you purchased your subscription.


    Cancel iPlum subscription purchased using Apple iTunes:


    Note: Apple doesn't allow app vendors to cancel subscriptions for their users.  It has to be done by the user themselves.

    1. Login to your iTunes Account on your computer or mobile device.
    2. Go to Subscriptions & select iPlum app subscription. You can cancel it there.
    3. https://support.apple.com/en-us/HT202039

    You can always contact us if you have any question.

    How do I cancel, deactivate, disconnect, delete or stop my iPlum number account?

    Resolve Any Issues Before Cancellation:

    1. Calling issues Configure voice network mode for incoming & outgoing calls instead of data.
    2. Reactivate a cancelled iPlum number: Reactivate your number.
    3. Can't hear call ringing or receive texts: Check device settings.
    4. Don't like your iPlum number: Change your number.
    5. Getting spam calls: Block spam numbers free.

    Refund Policy:

    All iPlum plans are prepaid non-refundable. You may cancel or downgrade your account at any time, and the cancellation or downgrade will take effect at the end of the billing cycle. There are no refunds or credits for partial usage. These includes usage credits, monthly/annual subscription plans, feature plans, port charges etc. Check details here here.

    Due to individual privacy controls, cancellation is a self-service process. Please follow these steps based on where you purchased your subscription.

    iPlum is constantly enhancing its platform with new features.  Some old features may be retired as well.  Telecommunications networks works in conjunction with other providers which may guide certain changes from time to time. iPlum is part of it. There is inherent dependency.  There can be down time for telecommunication services. Any such changes will not be a reason for refunds.

    Cancellation of number plan purchased at iPlum web portal or Google Play:

    Important: Cancellation would delete all iPlum configurations.  It is an irreversible process.

    1. Login to https://my.iplum.com/

    2. Dashboard || Users || Click iPlum Login ID of the User || Cancel Line.

    3. This will remove the phone number plan and any associated features for that line.  It is an irreversible action.

    Partial Cancellation of add-on feature plan/s purchased at iPlum web portal:

    1. Login to https://my.iplum.com/

    2. Dashboard || Users || Click iPlum Login ID of the User || Plans.

    Select the feature or number subscription plan you want to cancel.

    Note:  For partial cancellation of plans purchased via Apple App store or Google Play, please cancel it at those platforms.

    Cancellation of plans purchased using Apple App Store:

    Note: Apple doesn't allow app vendors to cancel subscriptions for their users directly.

    1. Login to your Apple App store Account on your computer or mobile device.

    2. Go to Subscriptions & select iPlum app subscription. You can cancel it there.



    You can always contact us if you have any question.









    How do I find my iPlum usage credits?

    Usage credits are consumed for calls and texts to non-iPlum users.

    To see the usage details, simply go to iPlum App Settings and tap My iPlum Account >> Usage Log. Then select the month for which you want to review usage.

    You will see a list of all the incoming and outgoing calls, texts and voicemail and the usage credits used.

    How do I get a Canada number in iPlum?

    Now you can get a low cost Canada number for your personal or business use from iPlum.

    Visit: https://iplum.com/canada-number/

    How do I record custom initial announcement for an iOS device?

    Please contact us to find the process to add initial announcement for your iPlum number.

    How do I setup iPlum app on my device?
    1. Download iPlum app from Apple App store or Google Play Store.
      iPlum iOS App
      iPlum Android App
    2. Open the app.
    3. If you do not have an iPlum account, click "New Account".  Otherwise select "Existing users" and simply Login.
    4. Enter the verification code which you will receive via text or phone call.
    5. Enter your information and complete your registration.
    6. iPlum app will request access to your Contacts, Microphone, Notifications etc. iPlum is a business application with complete privacy. Enable the permissions for correct functioning of the app.


    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How does auto-text reply for texts & missed calls work?

    When to send auto text reply?

    1. Missed incoming calls.
    2. Incoming texts when you are away.

    Where to setup auto text reply?

    • iPlum app: Settings || Text options || Text Auto Reply

    OR

    • Online web portal: Login https://my.iplum.com/
       Dashboard || Users || Click iPlum Login ID of the User ||  Settings || Text Options (Edit) || "AUTO REPLY" panel.  

    Enable the toggle switch to select for incoming text and/or missed calls.


    You can setup hours during which the system will automatically send auto text reply.  

    Example: If you have business hours from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your non-business hours will be:

    Mon to Fri: From = 5 PM & To = 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to send auto text reply?

    Your app doesn't have to be open. The reply text is sent automatically from the iPlum network cloud.




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    All frequently asked questions.

    How does business hours feature work?
    1. Do Not Disturb Hours (Calls, Text)
    2. Auto Text Reply Hours (Missed Calls, Text)

    1. Do Not Disturb (DND), Non-Business Hours

    Setup hours when you want the calls to go directly to the voicemail without disturbing you.  You can also silence texts and app notifications for those hours.

    Where to setup Do Not Disturb?

    • iPlum App: Settings || Do Not Disturb, Non-Business Hours
      OR
    • Online iPlum Portal: Login https://my.iplum.com/.  
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb (Edit)

    Enable the toggle switch to select for Calls and/or Text & Notifications.


    Example: If you have business hours from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your Non-Business hours will look like:

    Mon to Fri: From = 5 PM & To = 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to manage Do Not Disturb?

    Your app doesn't have to be open. The DND works automatically from the cloud.

    2. Auto Text Reply

    When to send Auto Text Reply?

    1. Missed incoming calls.
    2. Incoming texts when you are away.


    Where to setup Auto Text Reply?

    • iPlum app: Settings || Text options || Text Auto Reply
      OR
    • Online web portal: Login https://my.iplum.com/.
      Dashboard || Users ||  Click iPlum Login ID of the User || Settings || Text Options (Edit)

    Enable the toggle switch to select for missed and/or incoming text.


    You can also setup non-business hours during which the system will automatically send auto text reply.  

    Example: If you have business hours are from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your non-business hours will look like below:

    From: 5 PM & To: 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to send auto text reply?

    Your app doesn't have to be open. The reply text is sent automatically from the cloud.




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How does enhanced voicemail work with bigger storage and voicemail transcription?

    The default free voicemail feature has 15 voicemail storage capacity with no transcription.

    Enhanced Voicemail: Get 100 voicemail storage capacity and audio to text transcription services for $4.99/mo. The transcription along with audio file is delivered to the user's email and it also available in iPlum portal.

    Steps:

    1. Login: Go to the web page https://my.iplum.com on your computer or a tablet.
    2. Dashboard || Users || Click iPlum Login ID of the User || Plans || Enhanced Voicemail Plan  || Change
      Follow the prompts to select the new plan.
      Note:
      For HIPAA compliance for your iPlum voicemail transcriptions, please make sure the email address where you receive iPlum voicemail alerts is HIPAA complaint. You can also toggle off voicemail transcriptions and audio attachment in the Voicemail settings.


    Helpful links:

    How to create custom or professional voicemail greetings for iPlum?

    How to change voicemail settings: ringing time, ringtones, email alerts, transcriptions?

    How does iPlum backup & restore work?

    How does backup and restore work?

    iPlum is a business service.  With default privacy settings: texts, business contacts or fax are not backed up. You can start archiving them by using the security and backup plan.  The backup will “start from the date” you enrolled in the backup plan.  It will not restore previous texts or contacts because they are not archived.  

    What is the cost for security and backup plans?

    There are three (3) types of backup plans based on your industry and needs.  Each line can have its own backup plan:

    • Security & Backup Basic ($3.99 paid monthly or $3.17 paid annually).
      Includes: Security and backup for business contacts, text for phone line and faxes for fax line. It also works for HIPAA compliance on fax line.  It is not eligible for HIPAA compliance on phone line.

    OR

    • Security & Backup Enhanced ($6.99 paid monthly or $5.99 paid annually).
      Includes: Security and backup for business contacts, text for phone line; Unlimited secure text channels; Text to email. It also works for HIPAA compliance on phone line. It is not eligible for HIPAA compliance on fax line.

    OR

    • Financial & Legal Compliance plan ($9.99).
      Includes: Security and backup for business calls, contacts, text; Unlimited secure text channels; Text to email, Call recording. It also works for financial, legal, sales and support compliance on phone line.

    Learn how secure texting works, please check this FAQ.

    Which backup plan is required for Healthcare HIPAA compliance?

    For HIPAA Calls & Text: Security & Backup Enhanced.

    For HIPAA Fax: Security & Backup Basic.

    Which backup plan is required for Financial, Legal, Sales and Support compliance?

    Use Financial & Legal Compliance plan.

    Where do I buy Backup Plan at online portal?

    1. Login to iPlum portal https://my.iplum.com
    2. Dashboard || Users || Click iPlum Login ID of the User || Plans || Security & Backup Plan
      OR
    3. Dashboard || Users || Click iPlum Login ID of the User || Plans || Financial & Legal Compliance Plan

    How do I restore my texts in iPlum app?

    iPlum App Settings || Text Options || Text Restore

    How do I restore my business contacts in iPlum app?

    iPlum App Settings || Contact Options || Business Contacts Restore

    What is the backup retention policy?

    The backup is activated after the user subscribes for the plan.

    Security & Backup Basic or Enhanced, the text are archived for last six (6) months  on rolling basis. You can download texts online in password protected iPlum portal. For longer duration, the users are advised to download and backup texts using iPlum portal usage reporting section.
    You can retrieve last sixty days (60) text messages in iPlum app using Restore feature in iPlum Settings.  Business contacts are backed up in iPlum app.

    Financial & Legal Compliance plan, the text and call recordings are archived for multiple years.  You can retrieve last five years (5) texts and call recordings online in password protected iPlum portal. The users are also advised to download and backup texts and recordings using iPlum portal usage reporting section.
    You can retrieve last sixty days (60) text messages in iPlum app using Restore feature in iPlum Settings.   Business contacts are backed up in iPlum app.

    Important: If you disable backup settings for a user, or the backup plan is cancelled or the line is cancelled or the line is ported out, the new backup will stop and all previous backup data is permanently removed due to user security and privacy.

    I have a 2019 version of text archive plan.  How can I update to new backup plan?

    The previous plan allowed text archive online but no text restore in the app. The new backup plan allows both archive and restore in the iPlum app.  The messages will continue to be available in the iPlum portal with either old or new plan.  

    Update to new backup plan online:

    1. Login to iPlum portal https://my.iplum.com
    2. Dashboard || Users || Click iPlum Login ID of the User || Plans || Security & Backup Plan
      OR
    3. Dashboard || Users || Click iPlum Login ID of the User || Plans || Financial & Legal Compliance Plan

     Please contact us in case of any question.

    How does iPlum call forwarding works?

    iPlum provides two (2) types of call forwarding.

    A.  Phone Tree: Auto-Attendant (IVR) with Extensions

    Using auto-attendant (IVR) feature you can create a powerful call flow for your incoming calls to various extensions in sequential and simultaneous transfers.

    * Please check separate section for iPlum auto-attendant (IVR) examples.


    B. Simple Call Forwarding & Delayed Call Forwarding

    You can use Call Forwarding and/or Delayed Call Forwarding to external numbers or a combination of iPlum and external numbers without requiring extensions.

    Features

    1. Forward incoming iPlum calls to 3 numbers simultaneously. If you want to forward to more than 3 numbers you can create a cascading tree flow.
    2. Delayed call forwarding: Accept calls, when unanswered send them to an external answering service or voicemail.
    3. Setup business hours for call forwarding.
    4. Get notifications in the iPlum app when any call is forwarded to an external number.
    5.  
    6. Select display Caller-ID:  Choose to show Origination Number (default settings) or iPlum Number as the display Caller-ID on the call receiving devices.
    7. Ideal for international users who want to forward iPlum calls to their international phone number if they have unstable internet connection.

    Do I need to setup call forwarding if my goal is to receive iPlum Calls on my mobile phone?

    If you are in US or Canada, you don't need to set call forwarding to receive iPlum calls on your mobile.  You can simply install iPlum app on your phone and setup iPlum Voice Network Mode to make/receive calls with carrier class quality on your mobile phone with iPlum number as Caller-ID and without using data.

    Where do I setup call forwarding?

    Online web portal: Login https://my.iplum.com/.  
    Dashboard || Users || iPlum Login ID of the User || Settings || Call Forwarding (Edit).  

    In the text box enter your iPlum number and/or additional iPlum or external numbers. If you want to forward to more than 3 numbers you can create a cascading tree flow.

    OR

    iPlum App:
    Settings || Call Forwarding  || Set Options.  

    In the text box enter your iPlum number and/or additional iPlum or external numbers. If you want to forward to more than 3 numbers you can create a cascading tree flow.


    How do I setup delayed call forwarding or forward unanswered calls to my answering service or another iPlum number?

    iPlum portal:
    Login https://my.iplum.com/.
    Click "Dashboard || Users|| iPlum Login ID of the User || Settings || Call Forwarding (Edit) and enable it.  

    In the first text box enter your iPlum number.  

    Check "Additional Options" and select "Delayed Call Forwarding to Different Number" and enter your answering service phone number or an iPlum number or an external number.


    iPlum App:
    Settings || Call Forwarding  || Set Options.  

    In the first text box enter your iPlum number.  

    Check "Additional Options" and select "Delayed Call Forwarding to Different Number" and enter your answering service phone number or an iPlum number or an external number.

    Can I add my iPlum number along with external numbers for call forwarding ?

    Yes, if you want to ring incoming calls in your iPlum app as well as external number/s, you would enter your iPlum number as one of the call forwarded numbers.  If you want to forward to more than 3 numbers you can create a cascading tree flow.

    Can I setup call forwarding with extensions like press 1 for .., press 2 for ..?

    Please use iPlum auto-attendant (IVR) feature which allows creating greeting and setup of unlimited extensions. See examples.

    Can I setup call forwarding with specific hours?

    Yes, you can setup hours during which the calls will be automatically routed to the numbers listed in call forwarding settings. Outside those hours, you will receive calls at your iPlum number.

    How does call forwarding actually works?  Does the call first comes into my iPlum app?

    After enabling call-forwarding, the system does intelligent call routing directly from iPlum cloud network to your forwarded numbers.  You don't need to keep the iPlum app open on your device for call-forwarding to work.  For outgoing calls or to send and receive texts you would still use iPlum app. Once you enable call forwarding, you can change it anytime using iPlum app or online portal.

    Which caller-id will show for incoming iPlum calls when I have setup call forwarding?

    You can choose to show Call Origination Number (default settings) or iPlum Number as the Display Caller-ID on the call receiving devices.

    Can call forwarding work along side auto-attendant (IVR)?

    Auto-Attendant (IVR) has in-built call forwarding mechanism which takes precedence.  If you have enabled it, the call forwarding will automatically gets disabled on that iPlum number.

    How does texting work with call forwarding?

    Texting is sent and received using iPlum app. Unlike calls, texts are not forwarded.

    What is the cost of calls using call forwarding or auto-attendant (IVR)?

    Call forwarding or auto-attendant (IVR) will always create two legs of the call: First to the iPlum number and second from iPlum number to the forwarded number. Both legs of the call will show in your call logs and each leg is billed according to the respective number.  


    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    Setup IVR / Auto-Attendant with extensions

    All frequently asked questions.

    How does iPlum call transfer work?

    How to use iPlum call transfer?

    Make sure your iPlum account has the phone tree setup on main line.  After you receive a call on any extension, you can transfer that call to another iPlum number or external number by pressing *7 (star 7) and entering the 10 digit phone number followed by #. Then after the call is connected, press:

    0 to conference.

    1 to exit yourself.

    2 to end call transfer.



    Example  

    A calls B. B wants to transfer call to C.
    (C - Phone Number: 202-123-1234).


    After A gets connected to B, B will enter *7 in their dialpad followed by 2021231234#.  

    A will hear Music-on-Hold.

    B can talk to C for one-one conversation, then press 0 to conference C into the call with A.

    Or press 1 to take itself (B) out of the bridge and let A and C have the conversation.

    Or press 2 to end the call with C (keep conversation between A and B).




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    Hold a call with music?

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How does iPlum multi-user team master account work?

    Multi-User Team Account Features:

    Any iPlum account can be converted into a multi-user account.

    • Add and manage additional iPlum users.
    • Centralized billing .
    • Setup auto attendant and extensions.
    • Configure caller-id of additional users to main phone number.
    • Restrict permissions of certain user features.
    • Centralized archive texts.
    • Centralized call recordings.


    Step by Step Process:

    1. Signup Primary iPlum Account:
      Click Sign in at top right corner of iPlum website.  

      Click "Get New Number".
      If you do not need an iPlum number for primary account, click "Choose Number Later, Create Account".
    2. Use your mobile phone number to receive the verify code. Your mobile number will also become your login ID for the new iPlum account. It will not change any services or carrier on this number.  You can always change your login ID to an email address or a different mobile number once you have successfully setup an iPlum account.

      To add a new iPlum user in your primary account:
      Dashboard || Users || Click “Add New User (Phone/Fax)“. Create a new login-id with a mobile phone number or an email address. Landline or virtual numbers can not be used to create user accounts.

      The user will receive a link via phone text or email used to create their account.

      Once the user clicks the link, it will require them to setup a new password.

      The user is now connected to the primary account and you will see them in “Users” section.

      Go to Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number. Follow the prompts to purchase the iPlum number for this user.

      The user can download iPlum app, login and start using it.

      Show outgoing Caller-ID as use Main Account Number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing)|| Edit (Primary iPlum number).

      You can also modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.

      To setup voice network mode for best call reliability :
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Outgoing Calls || Use My Voice Network || Enter the external phone number and save.

      Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Incoming Calls || Use My Voice Network || Enter the external phone number and save.|

      Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

      To attach an existing independent iPlum account to your primary iPlum account:

      Click “Add New User (Phone/Fax)“. Enter user’s existing iPlum login-id.

      The user will receive a link.

      Once the user clicks the link, it will connect to your primary account and you will see them in “Users” section. If the user has purchased an iPlum number with plan, it will stay as is but the billing will move to the primary account. You can skip the next step.

      Go to Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number. Follow the prompts to purchase the iPlum number for the this additional line.

      The user will see the new iPlum number assigned to them in their iPlum app.

      Show outgoing Caller-ID as use primary account Number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit (Primary iPlum number).

      You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.

      To setup voice network mode for best call reliability :
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Outgoing Calls || Use My Voice Network || Enter the external phone number and save.

      Dashboard || Users || Click iPlum Login ID of the User || Settings || Calling: Network Mode || Incoming Calls || Use My Voice Network || Enter the external phone number and save.

      Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.
    3. (Optional) Enable Auto Attendant to setup welcome greeting and extensions for all users.


    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    How to port my existing number to iPlum?"

    How to block numbers from calling my iPlum?

    How does iPlum work for iOS devices?

    Futuristic Communication Solution

    • Business Features for Second Mobile Line on Same Phone
      No need to carry two devices.  Create a business line on your existing phone. iPlum has its own calling, texting, distinct ringtones and voicemail. You get a separate US, Canada or Toll-free number with great features and low cost.
    • Dual Mode Reliability: Carrier PSTN Network (Non VoIP) or Data for Calls.
      iPlum can use your carrier PSTN calling network to route calls with carrier class reliability without relying on VoIP and still show your iPlum number as Caller-ID, Or you can switch to data network with Wi-Fi/3G/4G/LTE.  You get best call quality in any situation with one of the most reliable business solution.
    • Auto attendant and unlimited virtual extensions like phone system
      iPlum is built using  next-generation mobile cloud communications technology and one of the most cost-effective way to setup your business auto attendant with mobile extensions.
    • Call recording
      Record both incoming and outgoing calls with simple interface.  Additionally iPlum recording works with both call forwarding and auto attendant features.
    • Lowest cost & complete business privacy
      Plans start $4.99/month. Users get highest level of security and privacy of their data which is never shared with anyone.

    How is privacy built into iPlum?

    iPlum is a business class service with 100% data protection. Unlike free services which are supported with ads or they share your usage meta data, we respect your privacy and fully protect your information.  Your information is never shared with any third party or put into any advertisements. You get complete peace of mind.

    Are there any long term contracts?

    No, our users have the freedom to start and stop iPlum low-cost service at will. There are no complicated contracts.

    Does iPlum provide Call Recording?

    Yes, iPlum provides call recording feature.  For compliance it includes an optional "Consent" message which you can play for incoming calls if your state requires it.  You automatically get an alert via email when you have a recording which you can play in the iPlum online portal or iPlum iOS app.


    Can I get an iPlum number even if I am located Internationally?

    Yes, you can get an iPlum low cost number even if you are located elsewhere in the world.  iPlum makes that possible with our advanced communications platform.


    Can I port my existing number into iPlum?

    Yes, you can also port your existing U.S., Canada or Toll-free number into iPlum.  Your rates are same as new number products at iPlum.

    How to setup auto attendant in iPlum Mobile Phone System?

    iPlum brings cloud-based mobile phone system to professionals and businesses worldwide. “Press ‘1’ for Sales, press ‘2’ for Support...”

    Can I create unlimited extensions in iPlum Mobile Phone System?

    Yes, you can create unlimited multiple extensions in iPlum mobile phone system.  Each extension can be set to ring single or multiple numbers. You can setup simultaneous or sequential ringing. These numbers can be iPlum numbers, external domestic or international numbers. There are no restrictions. You can change extensions anytime.

    Can I get multiple phone numbers in iPlum?

    Yes, you can get as many iPlum numbers as you want by creating additional lines in your iPlum primary account.  


    Can I forward my iPlum calls to external mobile or landline numbers?

    Yes, you can forward your iPlum calls to your landline or mobile phone numbers anywhere in the world. Call Forwarding can be setup in the iPlum app settings. iPlum’s unique call forwarding feature allows to ring three external numbers simultaneously.  You can also setup time period of the day for call forwarding.


    I have multiple users and employees, Can I setup a central account for allocating numbers and manage their billing?

    Yes, you can set up an iPlum business team account to manage phone numbers and usage credits for your users centrally from the cloud-based console.




    Can I use iPlum on Wi-Fi or 3G/4G/LTE?

    Yes, iPlum works on any Wi-Fi or 3G/4G/LTE network around the world and uses proprietary data compression algorithms for delivering reliable, high quality voice while using minimum data bandwidth. This is especially helpful when you are traveling.

    iPlum app is available in 23 languages in 200+ countries.

    How does music on hold (MOH) work?

    How to hold a call with music?

    After you receive a call on any extension via Auto Attendant (IVR), you can put the caller on hold by pressing *8 (star 8).

    You can un-hold the call by again pressing *8.

    Both parties will hear music.


    Note: If you are using call recording, it is advisable to press Mute button because recording will record all sounds in the recording irrespective of hold.






    Helpful links:

    How to do call transfer?

    How iPlum mobile phone system with auto attendant works?

    Setup an iPlum business team account.

    All frequently asked questions.

    How does text signature work?

    What is text signature feature?

    iPlum provides you the feature to add a text signature for your outgoing text automatically.  It is helpful in branding of your text to your clients.  You can provide them your website and related helpful information without having to type it each time.

    Where to setup text signature?

    • iPlum app: Settings || Text options || Text Signature
      OR
    • Online web portal: Login https://my.iplum.com/
       Dashboard || Users || Click iPlum Login ID of the User  || Settings || Text Options (Edit) || "TEXT SIGNATURES" panel.  

    Enable the toggle switch to select for incoming text and/or missed calls.


    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    All frequently asked questions.

    How iPlum Do Not Disturb (DND) works?

    Where to setup Do Not Disturb (DND)?

    • iPlum App:
      Settings || Do Not Disturb, Non-Business Hours || Set Options

    OR

    • Online iPlum Portal:
      Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Do Not Disturb, Non-Business Hours (Edit).  

    Enable the toggle switch to select for Calls and/or Text & Notifications.

    What does various options mean?

    Enable Do Not Disturb for Calls: This will enable Do Not Disturb for calls.

    Send call to voicemail: This option will route calls directly to your voicemail. This is most common use case of Do Not Disturb.

    or

    Drop call: Use this option if you do not want to invoke voicemail.  This can be used if your number is part of phone tree multiple numbers extension and you want the call to move to next number in that extension setup without invoking your voicemail.


    Enable Do Not Disturb for Text: This will remove sound from alert notifications for texts & voicemail. You will continue to receive actual text and voicemail in the app.

    Where to setup Do Not Disturb Hours?

    Do Not Disturb hours are same as setting up Non-Business hours.

    Example: If you have business hours from 9 AM to 5 PM Mon to Fri and closed Saturday/Sunday, your Non-Business hours will look like:

    Mon to Fri: From = 5 PM & To = 9 AM

    Sat & Sun: All Day

    Do I need to keep my app open to manage Do Not Disturb?

    Your iPlum app doesn't have to be open. Do Not Disturb works automatically from the cloud.




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How much data is used by the app?

    iPlum mobile app is engineered for low bandwidth usage. It adapts to available data rates and latency of a broad range of Wi-Fi or cellular data channels, by controlling refresh rates and through efficient codec design. Calls are transferred seamlessly between Wi-Fi and wireless data channels as the user moves in and out of coverage zones.

    If data is an issue you can setup Call Forwarding in the app & receive calls on any native mobile or landline number.  You will not use data when receiving iPlum calls.  It will be used only when you call-out using iPlum.

    How templates work for texting?

    What are templates?

    Many times we are sending similar text message to our clients.
    Templates framework in the iPlum app provides a simple way to create multiple text templates and easily send to the clients.

    Where to setup text templates ?

    iPlum app: Settings || Text options || Text Templates

    Which plan do I need to activate the text template feature ?

    You need Security & Backup addon plan to enable text templates in iPlum.  This add-on feature for $5.99/mo paid annually or $6.99/mo paid monthly also includes backup of text and business contacts, secure texting, text to email and other features.

    Examples of text templates

    Appointment reminder

    This is a reminder for your appointment at <Date, Time>.

    We are located at <Address>From <Company name>

    Business address & hours

    We are located at <Address>Our business hours are <Hours>From <Company name>


    We are currently closed

    We are currently closed.  Our staff will respond to you as soon as they are available.

    From <Company name>


    Our contact info

    <Company name><Address><Email><Phone Number>



    Helpful links:

    How to use secure texting?

    Setup Auto text reply.

    Setup text signature.


    Note: Templates feature is currently available for iOS platform.  It is coming soon for Android platform.

    How to add Auto Attendant (IVR) to an existing phone number?

    Option 1: Keep your number at existing carrier.

    You will setup call forwarding from your existing number to iPlum number and use Auto Attendant (IVR) feature of iPlum.

    1. Sign up a new account and get an iPlum number subscription: https://iplum.com
    2. Setup Auto Attendant on your iPlum number: Tutorial: Phone Tree, Auto-Attendant (IVR) with Extensions
    3. Setup Call forwarding from your existing carrier number to the new iPlum number you have created in above steps.


    Option 2: Port your existing number to iPlum.

    1. Steps to port number into iPlum.
      iPlum provides full flexibility to users for both port-in and port-out.
    2. Setup Auto Attendant on your iPlum number: Tutorial: Phone Tree, Auto-Attendant (IVR) with Extensions

    Will this work for mobile or landline numbers?

    Yes, you can configure mobile or landline number with Auto Attendant or Virtual Digital Attendant configuration.

    How do I handle texting if I have an existing mobile number?

    If you stay with existing carrier, you can continue to do texting there.  If you port your number into iPlum you can text using iPlum app.

    For any questions, you can always contact us.  We love to help our users.





    Helpful links:

    How iPlum mobile phone system with auto-attendant works?

    All frequently asked questions.

    How to add international contact for easy calling in iPlum?

    You can always select the desired country in iPlum Keypad & enter the number without country code. That FAQ is here.

    But if you dial a number frequently and don' want to choose the country icon each time, this is how you do:

    1. iPlum conveniently shows your device phone book contacts in iPlum app.  You can create a new contact or edit an existing contact in your device Phone book and it will show up in iPlum contacts.
    3. Enter the number with plus sign, country code and number.  Example for Australia (country code 61) enter +61xxxxxxxxx).  Save it.
    4. Simply select that contact from Contacts in iPlum app & click phone icon.  It will show you the keypad with number & country pre-filled.

    How to block certain numbers from contacting me on iPlum for iOS devices?

    You can block certain phone numbers from calling and texting you on iPlum.  It is a free feature for our users.

    Please contact us to find the step by step process to block numbers in your iPlum account.

    How to block or stop spam calls, text or fax in my iPlum account?

    1. iPlum doesn't share information with any 3rd party

    iPlum is a business class service.  You can be confident that iPlum keeps your information confidential and never shares with any third party. iPlum is constantly finding ways to ward off spammers on the behalf of our users.


    2. How spammers usually work for calls, text or fax?

    A common trick is to "Spoof" any random phone number in an autodialer and call thousands of users hoping to reach some of them.  There are many illegal autodialer applications available online which allow this behavior. The end user gets a "missed call" and when they call back that number, it reaches the real owner of the spoofed number who never placed the call at the first time.

    A spammer would randomly configure a number on some 3rd party rogue application and start texting out. For fax numbers they try to detect for fax tones.


    Source: FTC - How does a robocall work?

    3. Steps to block spam numbers

    Note: When you sign up iPlum number, the first thing you should do is to add that number in the Do-Not-Call list with US Government site. https://www.donotcall.gov/

    Block using iPlum Portal

    1. Login: https://my.iplum.com.
    2. Dashboard || Users || Click iPlum Login ID of the Line || Settings || Block Numbers (Edit)
      Add phone numbers to block incoming calls, text or fax from these numbers.
    1. Wild Card blocking: Enter the first few digits ending with a star (*).  This will block any numbers which match that string.  Do not enter multiple stars.  The star needs to be at the end of the numbers.  A simple star after the country icon will block all calls, text or fax from that country. Entering 410* for US will block all numbers starting with area-code 410.
    2. Special Numbers Blocking: Anonymous and Restricted Caller-ID numbers can be blocked here.

    Block using iPlum App

    Note: This section is not applicable if you are trying to block a fax number.

    1. Recents: Tap on the phone number & click Block icon. If the number is already in your contacts, you will see More icon and click on the "Block Number" link in details.
      OR
    1. Settings: iPlum App  >> Settings  >> Block Number  >> Edit.
    2. Enter the phone number to block.
    3. (Optional) To add Wild Card blocking: Warning: Choose this option carefully since it will block multiple numbers. Enter the first few digits ending with a star (*).  This will block any numbers which match that string.  Do not enter multiple stars.  The star needs to be at the end of the numbers.  A simple star after the country icon will block all calls & texts from that country. Entering 410* for US will block all numbers starting with area-code 410.

    4. Steps to unblock numbers

    Unblock using iPlum Portal

    1. Login: https://my.iplum.com.
    2. Dashboard || Users || Click iPlum Login ID of the Line || Settings || Block Numbers (Edit)
      Delete entries you don't want to block

    Unblock using iPlum App

    Note: This section is not applicable if you are trying to block a fax number.

    1. iPlum App >> Settings >> Block Number >> Edit.
    2. Swipe left next to the phone number.

    5. Setup Free IVR:

    Setup free IVR for your iPlum number in iPlum portal. Spammers usually have automated dialers.  If you have an Auto Attendant setup on your iPlum number, the dialers stop at the Greeting itself since there is no real person to dial an extension and the spam call gets dropped. To find about Auto Attendant click here

    6. Change iPlum Number:

    If you want to change your iPlum number, you can do it here.  There is a one-time $4.99 number change charge.


    Helpful links:

    How to stop my calls being label as spam with carriers?

    How to bulk upload new users?

    Upload Instructions:

    This process can simplify account creation for multiple users. It will send them invites.  Once the users have accepted invitations, you can purchase plans for them in the dashboard.


    1. Login iPlum portal and click Bulk Upload New Users. Download the template CSV file.
    2. Please keep the header row as is. Do not change any words in the header row. Add each new user in a separate row below the header row.
    3. Fill all 4 columns for each row.
    4. First column tells the system to use either phone number or email as iPlum login ID for that user.  You will use the word "phone" or "email" in that box without quotes based on if you want the system to use email address or phone number as login ID.  The iPlum login ID has to be unique for each user.  
    5. Second column phone number needs to be complete phone number with country-code & area code.  Example: US phone number: +12122121234.
    6. Once you have uploaded the file, you will get an email with the success or failure for each user.  If there are any error rows, only those users will not be created.
    7. You can fix the errors and upload the file again.



    Further Steps at Success:

    1. Each user will receive a link via phone text or email to accept your invitation.  They will be prompted to setup a new password.
    2. You will be notified via email when the user accepts your invitation.
    3. You can assign a new phone number to the user or port their existing number in their sub-account.
    How to buy iPlum number or usage credits online?

    Step by Step Process:

    1. Login:
      Go to the web page https://my.iplum.com on your computer or a tablet.
    2. Setup Billing:
      Click “Billing”. Add your payment method here. If you have set up multiple payment sources, select the one you want to use as “Default”.
    3. New iPlum Number Subscription:
      Dashboard >> Get iPlum Number. Follow the prompts.
      Note: If you have already set up an iPlum subscription in the App Store or Google Play, you can conveniently move your future subscriptions to iPlum dashboard. Any new number plan purchased here will automatically add additional duration to the existing subscription period so that you never lose any leftover term. After you have successfully added the subscription plan on the iPlum web portal, you can remove the subscription on Apple App Store / Google Play so that you are not billed twice.
    4. Add Usage Credits
      You can add extra global usage credits in your account, click Dashboard >> Add Credits.

    Helpful links:

    How to setup iPlum business team account?

    How to setup your main iPlum number to ring multiple phones or users?

    How iPlum mobile phone system with auto attendant works?

    How to port my existing number to iPlum?

    How to change from a local iPlum number to a toll-free number or toll-free to local?

    Toll free and local number plans are separate products with different plan types. You will cancel the existing plan & get the new plan.

    Note: You will first cancel the existing subscription & then buy the new subscription.  The new subscription time will start from the day you start a new subscription.  Sorry these are non-refundable digital plans, there are no prorated refunds for the cancelled plans.

    1. Login Online https://my.iplum.com
    2. Cancel your existing iPlum subscription online.  
      Click: Dashboard || Users|| Click iPlum Login ID of the User || Cancel Line.  Select immediate cancellation.
    3. If the subscription was purchased at Apple App Store or Google Play, it will cancel at end of the current term.
    4. Click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number to setup a new subscription type.


    Helpful links:

    How to port an existing number into iPlum?

    How to setup a business team account in iPlum?

    All frequently asked questions.

    How to change iPlum Caller-ID?

    What is the Caller-ID for my outbound iPlum calls?

    When you first sign up, the caller-ID is your iPlum name.  You can change it any time by changing your name in iPlum portal or iPlum app.

    1. Login to secure online portal https://my.iplum.com.
    2. Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions
    3. You will see different options you can edit.

    Login ID: Click on the pencil icon next to it and update the login-id to a different mobile number or email.  The system will send a verification code to the new login-id which when verified becomes new login id of the account.

    Email: Click on the pencil icon next to it and update to new email. The change is instant.

    Name: Click on the pencil icon next to it and update to new name.  It can take up to 48 hours to propagate new Caller-ID name.  Name is propagated only for local numbers.  

    Note: For Toll-free numbers it will show name as "Toll-free".

    Caller ID (Outgoing): Click on the pencil icon next to it and choose between user's number, primary iPlum number or other iPlum numbers on the account.



    How can I make a user account to show the primary iPlum number as its Caller-ID?

    You have a choice to set caller-id based on phone numbers in your iPlum account. By default caller-id is the iPlum name and number for that user account.
    If you wish, you can change the user's caller-id to another iPlum number within same team account.

    1. Login to secure online portal https://my.iplum.com.
    2. Dashboard || Users || Click iPlum Login ID of the user || Profile & Permissions

    Caller ID (Outgoing): Click on the pencil icon next to it and choose between user's number, primary iPlum number or other iPlum numbers on the account.



    Helpful links:

    How to change my iPlum Login ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    How to change iPlum phone number for an iOS device?

    Please contact us to find the step by step process to change your iPlum number.

    How to change iPlum phone number?
    1. Login: Go to the web page https://my.iplum.com.  
    2. Change Number:
    3. Dashboard || Users || Click iPlum Login ID of the User || Change Number.
    4. Enter new area-code and click search icon. Choose the new iPlum number in subsequent screens.  Once completed you will have a new iPlum number.  If you don't see the new number immediately reflected in the iPlum app, simply logout of the app & log back in. There is a one-time $4.99 fees to change the number.


    Helpful links:

    How to block any number from calling or texting my iPlum number?

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How to change my iPlum Login-id, Caller-id, Name or Email?
    1. Login to secure online portal https://my.iplum.com.
    2. Go to Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
    3. You will see different options you can edit.

    a) iPlum Login-id change: Click on the pencil icon next to login-id.  Select the radio button depending on the new login to be an email or mobile phone number.  The system will send you a verification code which you will confirm here to complete the change. Make sure the new login-id should not be already used at iPlum for another account.

    Note: To swap two iPlum logins between two accounts, you will first change the first login-id to an email address, freeing up the first login-id phone number and then change the 2nd login-id to first login ID.

    b) Email change: Click on the pencil icon next to email and update new email.

    c) Name change: Click on the pencil icon next to name and update new name.

    d) Caller-id (Outgoing): Click on the pencil icon next to caller-id. Choose between user's iPlum number or other iPlum numbers on the account.

    Note: Most carriers would show both the caller name and phone number in the caller-id but some receiving carriers may show only the caller number with city & state based on their internal policies.





    Helpful links:

    How to change my iPlum Login ID?

    How to change my iPlum Caller ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    How to change password?

    One can change iPlum password by either of 2 ways:

    1. If you know your existing password: Login https://my.iplum.com .Click the Small icon at top right corner, it will have an option to “Change Password”.

    2. If you don't know your existing password: At login screen for web account https://my.iplum.com or the mobile app simply click “Forgot Password”.  The system will send you a text to your login-id phone number and an email with reset password link.The reset password link normally has couple hours validity for security purposes.




    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How to change privacy settings for compliance?

    What does privacy settings for compliance means?

    If you work in an industry which has privacy requirements for your clients, you can hide caller's information during call ringing, text or voicemail notifications in your iPlum app.


    Where to setup privacy settings for compliance?

    Login iPlum portal https://my.iplum.com.

    Dashboard || Users || Click iPlum Login ID of the User  || Settings || Privacy Settings for Compliance (Edit)

    • CALLS
    • Hide caller name
      Hide name in call notifications. The call ringing screen on locked device will not show the caller name.
    • Hide caller number
      Hide number in call notifications. The call ringing opening screen will not show the caller number.  Instead it will show iPlum number.
    • TEXT
    • Hide sender name
      Hide name in text notifications on the device
    • Hide sender number
      Hide number in text notifications on the device.
    • VOICEMAIL
    • Hide caller name
      Hide name in voicemail notifications on the device
    • Hide caller number
      Hide number in voicemail notifications on the device.
    How to change voicemail settings: ringing time, voicemail to email alerts, transcriptions, size?

    Voicemail Settings

    Login iPlum portal https://my.iplum.com/.

     Dashboard || Users || Click iPlum Login ID of the User || Settings || Voicemail. Click SETTINGS tab.

    • Voicemail: Use the toggle switch to enable or disable voicemail on your iPlum line.
    • Voicemail Transcription Plan: The default voicemail has 15 voicemail storage capacity with no transcription.  You can get enhanced voicemail plan for $4.99/mo with larger capacity of 100 voicemail storage and audio to text transcription services.
    • Ringing Time: Select either 15 or 20 seconds.  If you want to send calls directly to voicemail without ringing, select "Do Not Disturb".
    • Voicemail To Email Alerts: Toggle ON if you want to receive alerts for voicemails.
      Note: Check the box if you want to exclude calling number in email alerts for privacy and security compliance.
      Note: Check the box if you have purchased Enhanced Voicemail plan but you want to exclude audio file and transcription in email alerts for privacy and security compliance.
    • Set Additional Emails For Voicemail Alerts: Enter additional emails to send voicemail alerts separated by semicolon.




    Helpful links:

    How to create custom or professional voicemail greetings for iPlum?

    How to update for enhanced voicemail with bigger storage and voicemail transcriptions?

    How to delete voicemail?

    How to change, upgrade or downgrade iPlum plan online?

    Step by Step Process:

    1. Login: Open iPlum portal on your computer or a tablet. https://my.iplum.com  
    2. Upgrade/Downgrade plan or move from Apple App Store or Google Play to iPlum portal billing:
    3. Dashboard || Users || Click iPlum Login ID of the User  || Plans  || Number Plan (Edit).
    4. Select the new monthly or annual plan which you would like to change to and and follow the prompts to complete the purchase.
    5. Note: If your original subscription plan was setup using App Store or Google Play, it will be moved to the iPlum dashboard for future terms.  You will not lose any existing time or unused usage credits in your account. After completing these steps, please remove your iPlum subscription from the App store or Google Play to stop duplicate payments.


    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How to delete a voicemail?

    iPlum App

    Open iPlum app and go to Voicemail screen.

    Delete single voicemail: Swipe left and delete (iOS & Android).

    Delete multiple voicemails: Click "Edit" and delete all (iOS).  Long press any voicemail to show the multiple delete option (Android).



    iPlum Portal

    Login iPlum portal https://my.iplum.com/.

     Click Voicemail icon and select the user.

     Click delete icon to delete voicemails.




    Helpful links:

    How to change voicemail settings?

    How to create custom or professional voicemail greetings for iPlum?

    How to update for enhanced voicemail with bigger storage and voicemail transcriptions?

    How to do call recording using iPlum?

    Please check here for details of iPlum call recording feature.

    https://iplum.com/call-recording/

    How to enable auto reload in web portal billing?

    Step by Step Process:

    1. Login:
      Login to iPlum web portal https://my.iplum.com.|
    2. Billing:
      Click "Billing" in left menu.  Add your payment method here.  If your existing payment method is failing, delete it and redo the new payment method. If you have set up multiple payment sources, select the one you want to use as "Default".
    3. Auto Reload
      Toggle green "Enable credits auto-load", set the threshold and save it.
    4. This will allow the system to load one-time 2,000 usage credits for $19.99 when the plan credits gets exhausted for any iPlum line, and those same credits will be subsequently used as “overlay” for that line for 1 year whenever you have used your allocated monthly usage plan credits.




    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How to fix or update billing in iPlum web portal?

    You can add/update/change Credit/Debit card or PayPal payment method in iPlum portal


    Step by Step Process:

    1. Login:
      Login to iPlum web portal https://my.iplum.com.
    2. Update Billing:
      Click "Billing" in left menu.  Add your payment method here.  If your existing payment method is failing, delete it and redo the new payment method. If you have set up multiple payment sources, select the one you want to use as "Default".
      Click "Process pending payments.
    3. If your current billing is setup using Apple App Store or Google Play, you can move it to iPlum web portal billing:
      Dashboard || Users || Click iPlum Login ID of the User || Plans  || Number Plan || Change.
    4. Important: After you have successfully moved iPlum subscription to the web portal, you should cancel the subscription at Apple App Store / Google Play so that you are not billed twice. iPlum doesn't have access to your Apple App store or Google Play account for cancellations.
    5. Reactivate a canceled number:
      If your number was cancelled due to any reason within last 30 days you can Reactivate it. by following steps listed at the FAQ.





    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How to get help if account is locked due to 2FA?

    If you have enabled two-factor authentication on your iPlum account but locked your account for any reason, you can open a ticket with our network security team.

    There is a $20 charge to manually unlock it by our security team. By following this process you give iPlum the permission to manually remove two-factor authentication on your account.

    Send your request to “support@iplum.com”.

    1. In the subject of email enter “Unlock iPlum Account for iPlum # XXXXX (iPlum_number)”.
    2. In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt.
    3. In the body of email also enter the payment method used by you for your iPlum subscription in order to verify the ownership of your account.  It can be the last 4 digits of card or PayPal email or your iPlum subscription renewal date.
    4. You will get a confirmation email after our security team has manually unlocked your account.



    Make payment:


    How to get iPlum app update from App Store instead of iCloud backup?

    Due to inherent security features in the iPlum app, it is best to switch off the iCloud backup of iPlum app.  Always download a fresh copy of the app from the app store when you change your device or do a factory reset on an existing device.

    Please follow these simple steps to switch of iCloud backup of iPlum app and get the latest from the app store:

    1. iPhone   >>   Settings   >>   (Apple ID, iCloud,iTunes)   >>   iCloud   >>   iCloud Drive.  Toggle to disable for iPlum app.
    2. Delete iPlum app from the device (Warning: It will delete the text messages from the app but you can still see the call and text logs in the settings when you reinstall the iPlum app).
    3. Reboot the device.
    4. Install fresh iPlum app from the App store.  It will show as if coming from iCloud but it is new install because you had disabled iCloud backup for it.
    5. Login using your existing iPlum credentials.  It will restore your iPlum usage credits and number plan.
    6. During installation when prompted for notifications, contacts, sounds to iPlum app, select “Enable”.
    How to get iPlum number using Apple App Store or Google Play?

    You can buy iPlum using In-App purchases at Apple App Store or Google Play.

    1. First make sure you have installed and login iPlum app on your mobile device from the Apple App Store or Google Play.
    2. Click Menu icon at top left corner in the iPlum app, select "Settings" and then "Purchase".
    3. To purchase an iPlum number select "Phone Number Plan".  The app will walk you through selecting a phone number and make a purchase using App Store or Google Play based on the device type.
    4. To add usage credits select "Add Credits". The app will walk you through selecting the global credits and making a purchase using App Store or Google Play based on the device type. The usage credits are valid for one year.




    Helpful links:

    How does iPlum business team account works?

    How to setup multiple phone numbers in my iPlum account?

    How to port my existing number to iPlum?

    How to increase or decrease iPlum voicemail storage for iOS?

    Please contact us to find the step by step process to change your iPlum voicemail limits and add transcription.

    How to integrate Google Voice with iPlum Auto Attendant?

    iPlum provides a business alternative to Google Voice with free Phone Tree / Auto Attendant solution.

    Click here to find more.

    How to make international calls using iPlum?

    You can call/text globally using iPlum App.

    In the iPlum Keypad, select the country from the top left country icon.  It will show you the flag & the corresponding country code.

    Enter the phone number you are dialing out without the country code.  The app automatically adds the country code based on the flag selected.


    Do not put a Zero "0" in front of the number.





    Helpful links:

    How to send international texts using iPlum?

    How to port a number into iPlum?

    The number you are porting into iPlum should be an active working number at your existing provider. During the port process the number will continue to work at your existing provider. There is no service disruption. When the port process gets completed you will get an email alert. At that time the number will stop working at your existing provider and it will start working at iPlum.

    1. Porting your first number to iPlum.

    2. Porting additional numbers to iPlum.


    1. Porting your first number to iPlum

    Important: When you start the porting process at iPlum portal, it will first check the porting number eligibility and then it will prompt you to setup an iPlum account using your physical mobile phone number (which will also become your login-id). You will receive the verification code on this physical number. This physical mobile phone number should be different from your porting number.  

    iPlum is generally setup as 2nd line on your personal phone.  If you have only one mobile number and you want to port that number into iPlum, we recommend that after porting gets completed, you contact your carrier to get a new number for your personal phone.

    If you are located international and want to port your US/Canada number to iPlum, you will use your international phone number as login ID.


    Steps:

    1. Go to https://my.iplum.com and select button "Port Existing Number".
      Note:
      If you have already opened an iPlum account, you can login and click "Port Number" and complete the process.
    2. The portal will walk you through the process of setting up an account & the porting process. You can port any type number to iPlum: local, toll-free, US, Canada, physical or virtual number.  If you are porting a virtual number from Google Voice, Google Fi, Sideline, Smartline etc, please unlock it with them before porting it into iPlum.  You can email us for instructions to unlock number at each vendor. Traditional carriers like AT&T, Verizon, T-Mobile, Spectrum, Bell (Canada), Rogers (Canada), Telus (Canada) etc do not require unlocking before porting in most cases.
    3. Fill the Porting Form.
      Select the iPlum user where to port your external number: Select your iPlum account/sub-account where to want to port your external phone number.

      Fill the form with your external porting number account details:

      Name of your Current Carrier/Vendor:
      Enter the name of existing carrier/vendor of the porting phone number.

      Current Carrier Number Type:
      Select Single Line if there is only one number in the account which is getting ported. Select Multi-Line if there are more numbers in the account but you are transferring only one number to iPlum.

      Porting Number Type:
      Select Business Local, Business Toll Free or Residential based on your existing number. If you don’t know your classification, most carriers will accept if you select Business Local for any local number porting. Note: If your Toll Free is a Residential number, select Business Toll Free option.

      Your Business Name / Full Name (With Current Carrier):
      Fill the text box as per information on your carrier bill.

      Authorized Owner’s Name with Current Carrier:
      For businesses, it is the name of the person authorized on the account. For residential accounts it is same as the subscriber’s name.

      Your Billing Account Number with Current Carrier:
      Enter entire account number from your existing bill. Don’t enter spaces, dashes or hyphens. If you don’t have account number, enter the phone number you are porting.

      Primary Phone Number On Your Current Carrier Account (BTN):
      For Single Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

      Security Code or PIN with Current Carrier:Enter the security code or pin for your external vendor account. It is mandatory if there is a security code setup on your number with current carrier. For certain digital accounts, you may need to unlock your existing number and the vendor will give you a code which you will enter here.

      Service Address with Current Carrier:
      Please enter the service address of the phone number which you are porting. Keep in mind your service address may be different than the billing address. If you are not sure, call your vendor to get that service address. You can also request a CSR (Customer Service Record) from your vendor which has detailed address information. Enter the address split as street number, direction and street name. If there is no direction, leave it blank. Do not enter PO Box addresses as service address can’t be PO Box.
    4. Back-End process: Once you enter the port order, the system will do initial verification and submit the order to the losing carrier. If there is any information mismatch found by losing carrier, you will receive an email alert from iPlum. It takes approximately 1 – 7 business days to transfer a phone number into iPlum based on the carrier after the order is accepted by losing carrier. Wireless carriers do faster transfers than the landline carriers. Meantime you can continue to use your service with existing carrier. There is no downtime.
    5. Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
    6. Download iPlum app from Apple App Store or Google Play on your smartphone or tablet, login and start using it.
    7. Check disconnect with the carrier: After your number has been successfully ported into iPlum, we advise that you call your carrier to confirm disconnect of the service and stop any further billing.
    8. Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.


    2. Porting additional numbers to iPlum

    1. Login to your iPlum portal using your existing iPlum credentials.
      https://my.iplum.com
    2. Create new user
      Dashboard || Users || Add New User (Phone/Fax). You can choose a Phone number or Email option to create the new user account. You will get a link via phone number or email. Accept that link by creating a new password for the sub-account.
    3. Start port process.
      Dashboard || Users || Click iPlum Login ID of the User || Port Number. Enter the external phone number which you want to transfer into iPlum.
    4. Fill the Porting Form.
      Select the iPlum user where to port your external number:
      Click the text box to select your iPlum account/sub-account where to want to port your external phone number.

      Fill the form with your external porting number account details.

      Name of your Current Carrier/Vendor:
      Enter the name of existing carrier/vendor of the porting phone number.

      Current Carrier Account Type: Select Single-Line if there is only one number in the account which is getting ported. Select Multi-Line if there are more numbers in the account but you are transferring only one number to iPlum.

      Porting Number Type:
      Select Business Local, Business Toll Free or Residential based on your existing number. If you don’t know your classification, most carriers will work fine if you select Business Local for any local number porting. Note: If your Toll Free is a Residential number, still select Business Toll Free option.

      Business Name / Full Name with Current Carrier:
      Fill the text box as per information on your carrier bill.

      Authorized Owners’s Name with Current Carrier:
      For businesses, it is the name of the person authorized on the account. For residential accounts it is same as the subscriber’s name.

      Your Billing Account Number with Current Carrier:
      Enter entire account number from your existing bill. Don’t enter spaces, dashes or hyphens. If you don’t have account number, enter the phone number you are porting.

      Primary Phone Number On Your Current Carrier Account (BTN):
      For Single-Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

      Security Code or PIN with Current Carrier:
      Enter the security code or pin for your external vendor account. Normally this is the code you give your vendor when you call them to access any information on your external account. In case you don’t have one setup enter 0000. For certain digital accounts, you may need to unlock your existing number and the vendor will give you a code which you will enter here.

      Service Address with Current Carrier:
      Please enter the service address of the phone number which you are porting. Keep in mind your service address may be different than the billing address. If you are not sure, call your vendor to get that service address. You can also request a CSR (Customer Service Record) from your vendor which has detailed address information. Enter the address split as street number, direction and street name. If there is no direction, leave it blank. Do not enter PO Box addresses as service address can’t be PO Box.
    5. Back-End process: Once you enter the port order, the system will do some verification and submit the order to the losing carrier. If there is any information mismatch responded by losing carrier, you will receive an email alert from iPlum. It takes approximately 2 – 7 business days to transfer a phone number into iPlum based on the carrier. Wireless carriers do faster transfers than the landline carriers. Meantime you can continue to use your service with existing carrier. There is no downtime.
    6. Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
    7. Download iPlum app from Apple App Store or Google Play on your smartphone or tablet, login and start using it.
    8. Check disconnect with the carrier: After your number has been successfully ported into iPlum, we advise that you call your carrier to confirm disconnect of the service and stop any further billing.
    9. Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.
    10. To setup multiple lines on same phone check this FAQ.



    Note: During the port process, if you have any questions, you can always contact us.

    How to port number to iPlum for iOS devices?

    Please contact us to find the step by step process to port your number to iPlum.

    How to port or transfer a Google Voice, Google Fi or G Suite number into iPlum?

    Step by Step Process to Port a Google Voice, Google Fi or G Suite Number to iPlum

    1. Unlock your number at Google:
      Google Voice Number
      https://www.google.com/voice/unlock.
      Google G Suite Number
      https://support.google.com/a/answer/9530249?hl=en.
      Google Fi Number
      https://support.google.com/fi/answer/6079398?hl=en.
    2. Click Sign in at top right corner of iPlum website.
    3. New Account Setup.  Click "Port Existing Number".
      Enter the Google Voice phone number which you want to transfer to iPlum. The porting number should be an active working number which you currently own.
      If you get "Congratulations" screen, it means that the number can be port|

    4. Open an iPlum Account. Make sure you setup an iPlum account with a physical mobile number. It will not change anything on that number. Due to security reasons, the system won't allow to open an iPlum account with a Google Voice virtual number but once the account is setup with physical mobile number, you can port your virtual number in that account.
    5. Fill the Porting Form
      Select your iPlum user where to port your external number:
      Click the text box to select iPlum Login ID of the user where to want to port your Google Voice phone number.

      Enter the Information Related To Your Google Voice Number Account.

      Name of Your Current Carrier/Vendor:
      Enter the name of existing carrier/vendor of the porting phone number: Google Voice.

      Current Carrier Account Type:
      Select Single Line.

      Porting Number Type:
      Select Business Local or Residential.

      Full Name (With Current Carrier):
      Your name.

      Authorized Owners's Name with Current Carrier:
      Your name

      Billing Account Number with Current Carrier:
      Google Voice porting phone number.

      Primary Phone Number on your Current Carrier Account (BTN):
      For Single-Line account it is same as the number you are porting. For Multi-Line account, enter the primary phone number on the account even if you are not porting that number.

      Security Code or PIN with Current Carrier:
      Enter the security code or pin which Google Voice gives you after you have unlocked your Google Voice number.  If Google didn't give you any code enter "0000".  

      Your Service Address with Current Carrier:
      Your any address.  Google doesn't keep any address for numbers. Do not enter PO Box addresses as service address can't be PO Box.
    6. Back-End process: Once you enter the port order, the system will do some verification and submit the order to Google.  If there is any information mismatch responded by Google, you will receive an email alert from iPlum. It takes approximately 1 business days to transfer a regular Google Voice phone number into iPlum.  If your number is with Google Fi or Google G Suite it may take 2-5 business days as Google does additional processing.  Meantime you can continue to use your service with Google. There is no downtime.
    7. Port Completion: You will receive an email notification when the transfer is complete and your ported number will start ringing in your iPlum app. Your ported number will replace the temporary iPlum number.
    8. Download iPlum app from Apple App Store or Google Play on your smartphone or tablet, login and start using it.
    9. Port-out: For any reason in future if you decide to port-out your number to a different carrier, you can easily do that by following the port-out process in the iPlum portal.
    How to reactivate, reinstate or reestablish a cancelled iPlum phone number on an iOS device?

    Please contact us to find the step by step process to reactivate a cancelled iPlum phone number.

    How to reactivate, reinstate or reestablish a cancelled iPlum phone number?

    Reactivation is a privilege program to help our users.

    Your iPlum number could be cancelled due to any reason like lost or change of credit card, email change, travels, plan expiration etc. The system will try to reactivate a cancelled number but it is not a guarantee that number may be available.


    I. Automated Reactivation within 30 days of cancellation.

    II. Manual Number Procurement within 30 days of cancellation.

    III. Manual Number Procurement between 30 to 90 days of Cancellation.


    I. Automated Reactivation within 30 days of cancellation

    1. Login as iPlum account administrator https://my.iplum.com

    2. Click "Dashboard || Users || Click iPlum Login ID of the User || Reactivate Line "  

    Enter the iPlum number you want to reactivate and follow the steps. There is a one-time fee of $19.99 to reactivate a number. You will reestablish the new plan while reactivating the number.  The previous plan gets cancelled when the number was cancelled.  

    Note: In some situations it can take up to 48 hours to reactivate. You will get an email when it is complete.



    II. Manual Number Procurement within 30 days of cancellation.

    Note: If the automated reactivation process doesn't work for any reason, use this manual recovery process. If we are not able to recover the number, we will refund the entire recovery fees.

    1. Make a one-time payment for manually recovery: $30
    Payment link: https://iplum.com/blog/faq/payment-30/

    2. Open a ticket online using contact form.

    In that ticket enter:

    • $30 payment for manual recovery.
    • Your PayPal transaction ID:
    • iPlum number to be recovered:

    Note: If you do not provide us above information, we we can't recover your number.

    3. Once the number is recovered, we will ask you to setup a monthly or annual subscription to swap the recovered number into it.

    Important: If we are not able to recover the number, we will refund the above recovery fees.



    III. Manual Number Procurement between 30 to 90 days of Cancellation.

    Note: There is a different process for reactivation between 30 to 90 days of cancellation. Sorry, no reactivation is possible beyond 90 days cancellation. If we are not able to recover the number, we will refund the entire recovery fees.

    1. Make a one-time payment for manually recovery: $99.
    Payment link: https://iplum.com/faq/payment-99/

    2. Open a ticket online using contact form.

    In that ticket enter:

    • $99 payment for manual recovery.
    • Your PayPal transaction ID:
    • iPlum number to be recovered:

    Note: If you do not provide us above information, we we can't recover your number.

    3. Once the number is recovered, we will ask you to setup a monthly or annual subscription to swap the recovered number into it.

    Important: If we are not able to recover the number, we will refund the above recovery fees.

    How to record auto-attendant greeting for Phone Tree (IVR)?

    Important:Please note that the Phone-Tree greeting is different than the Voicemail greeting.

    Phone-Tree greeting is configured in the iPlum portal only.


    Call Flow When Phone-Tree is Enabled

    Incoming Call    >>    Primary iPlum Number     >>    Phone-Tree Greeting    >>    Extensions    >>    Destination Numbers    >>    Voicemail Greeting


    A. Text to Speech Audio (Free)

    Your iPlum mobile phone system IVR / Auto-Attendant comes with text to life-like speech service to create your main welcome greeting and announcements free of charge.


    B. Record Audio in Your Own Voice (Free)

    You can record auto-attendant main welcome greeting and announcements free of charge in your own voice.


    C. Send Custom Sound File ($20 /file)

    1. Setup Phone Tree with some temporary greetings and extensions.
      Configure your phone tree with temporary greetings.  You can leave the phone tree in pause mode. When you send us the audio file, we will replace it with your custom audio file and then you can enable the phone tree.
    2. Record MP3 file format with high volume.
      It is a good practice to keep your auto-attendant greeting to 30 seconds or less.
      Note:There are many online companies like Fiverr (no association with iPlum) which has sellers who will record a professional greeting file for as low as $5.
      Note: File size should not exceed 1 MB.
    3. Send your audio file  to "support@iplum.com".  In the email subject enter "Phone Tree Auto Attendant Greeting for iPlum # XXXX" (replace XXXX with your iPlum number). In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt. If your audio files are related to announcements, please put that information in the email body. Don't forget to attach your audio file. You will get a confirmation email after our team has uploaded your custom greeting in your account.
    4. Payment: There is a $20 charge to digitally sign and upload custom audio file in your iPlum account.
      Note: If you have multiple audio files to be uploaded, you can refresh the page and make multiple $20 payments.


    How to record voicemail greeting?

    There are four (4) ways to record your Voicemail Greeting in iPlum.

    A. Standard prerecorded voicemail greeting (Free)

    Note: This option is available both in iPlum app and online iPlum portal.

    The female voicemail greeting comes standard with all iPlum accounts.



    B. Record voicemail greeting in your own voice (Free)

    Note: This option is available both in iPlum app and online iPlum portal.

    • Open iPlum app  || Voicemail  || Greeting

    C. Text to speech audio (Free)

    Note: This option is available only at online iPlum portal.

    Your iPlum number comes with text to life-like speech service to create your voicemail greeting.

    Online portal https://my.iplum.com/ || Voicemail || Settings


    D. Send custom sound file to upload($20)

    1. Send your mp3 audio file  to "support@iplum.com".
      In the email subject enter "Voicemail Greeting for iPlum # XXXXX". In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt. Don't forget to attach your audio file. You will get a confirmation email after our team has uploaded your custom greeting in your account.
      Note 1: There are many online companies like Fiverr (no association with iPlum) which has sellers who will record a professional greeting file for as low as $5.

      Note 2: File size should not exceed 1 MB.
    2. Payment: There is a $20 charge to digitally sign and upload custom audio file in your iPlum account.
      Note: If you have multiple audio files to be uploaded, you can refresh the page and make multiple $20 payments.

    Helpful links:

    How to change voicemail settings: ringing time, ringtones, email alerts, transcriptions?

    How to update for enhanced voicemail with bigger storage and voicemail transcriptions?

    How to see my iPlum purchases in Apple App Store?

    You can see your iPlum phone number subscriptions in App store on your iPhone/iPad :

    1. In iPhone/iPad App store click the icon on the top right corner.
    2. It may ask you to provide your Apple App Store Login ID and Password.
    3. You will see your subscriptions.

    How to send a document, file, photo, audio, video as SMS on iPhone or iPad?

    Send existing files, documents, photos or videos already stored on your iOS Device


    The files are containerized in each app. Let's say you want to send a file stored in a 3rd party app or documents folder in iOS app or in Camera app using SMS in iPlum app:

    • Select/tap the file and click "share" icon. Now select iPlum app from available options.
    • It will open the iPlum app text screen with the file attachment.
    • In the "To" box, fill the phone number or contact to which you want to send this file and click "Send" icon at the bottom of the screen.



    Take new photo, audio, video in iPlum app and send using SMS


    Note: You need to allow iPlum app to access your Camera for this to work. In iOS, go to Settings > iPlum app and grant access to Camera.

    • Open iPlum app text screen.
    • Open new message or existing conversation.
    • Click "clip" icon at the bottom left of screen. It will open a container with different options: Templates, Audio, Video, Gallery, Map.
    • Select your option and create your attachment.
    • In the "To" box, fill the phone number or contact to which you want to send this file and click "Send" icon at the bottom of the screen.
    How to send a file or document using iPlum?

    Email the file or document to yourself and open the email document attachment on your iPhone.  Click Share button at the bottom, it will bring various apps to send doc.  Select iPlum app.  It will automatically open iPlum and put that document there.  Then you can fill the “To” box with the phone number you wish to send out & click Send.

    How to send international texts using iPlum?

    You can call/text globally using iPlum App.

    Note: The app automatically adds your iPlum signup country code in the "To" box when you start entering the phone number.

    You can simple erase it and enter the international phone number you want to send text with + country code.

    Example: Your iPlum signup country code is US (+1) and you want to send a text to UK number (+44).  You will simply erase +1 in the "To" box and enter +44 with the UK number.

    International SMS rates are available in the iPlum app settings.



    Helpful links:

    How to make international calls using iPlum?

    How to setup "Out of Office" message in iPlum?
    1. Login: https://my.iplum.com on your computer or a tablet.
    2. Dashboard || Users || Click iPlum Login ID of the User  || Settings || Announcement Before Ringing (Edit) .
    3. "Announcement Before Ringing" switch toggle to green color.
    4. Type your out-of-office message as text-to-speech or create a custom audio file.
    5. Note: Please do not setup "Do Not Disturb" (DND) for your iPlum number otherwise this Announcement will not play.  In case you need to setup DND, you should directly change your Voicemail greeting instead of this announcement.




    Helpful links:

    How to setup Do Not Disturb in iPlum?

    How to setup a fax line, send and receive faxes?

    A) Setup: I have an existing iPlum phone line account.

    I. New fax line

    • Login iPlum portal   https://my.iplum.com/.
    • Click:  Dashboard || Users || Add New User (Phone/Fax).   Use an email address to setup a new user which will be used for setting up fax.
    •  Once the user is created, click: Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number
      (Make sure to select the fax plan when prompted).


    II. Port an existing fax number

    • Login iPlum portal   https://my.iplum.com/.
    • Click:  Dashboard || Users || Add New User (Phone/Fax).   Use an email address to setup a new user which will be used for setting up fax.
    •  Once the user is created, click: Port Number || Port-In form
      (Make sure to select the fax plan when prompted).



    B) Setup: I do not have an existing iPlum account.

    I. New fax line

    • Go to https://iplum.com/.
    • Click “Sign in” at top right corner.
    • Under New Account Setup on left screen, click white button “Get New Number”
    • Search the number you want and select the fax plan to complete the purchase.


    II. Port an existing fax number

    • Go to https://iplum.com/.
    • Click “Sign in” at top right corner.
    • Under New Account Setup on left screen, click white button “Port Existing Number”
    • Follow the prompts to create an account, fill the port form and select the fax plan to complete the purchase.



    C) How to send and receive faxes using iPlum?

    I. Sending fax

    • Go to https://my.iplum.com/.
    • Existing user login.
    • In the left menu bar, you will see "Fax" option.
    • Select tab "SEND" to initiate your fax.
    • Enter the fax number and attach the file you want to fax.  You can select a cover sheet if you would like.


    II. Receiving fax

    • You will get an email when there is a fax waiting for you.
    • Go to https://my.iplum.com/.
    • Existing user login.
    • In the left menu bar, you will see "Fax" option.
    • Select tab "RECEIVED" to download your fax.
    How to setup additional iPlum numbers on same device?

    Important: iPlum app holds one iPlum number but if you are using multiple numbers for incoming calls only, you can setup call forwarding from multiple iPlum lines to main iPlum number to receive all incoming calls in same app.  There are setting in call forwarding feature which allows you to see on which iPlum number the call came to distinguish between calls.  You can also route unanswered calls to that number’s specific voicemail greeting. If you need to use outbound calling in iPlum app showing each number separately OR you need texting for both lines you would either need to logout of one account & login to another or install them on different devices.  It can be a phone or a tablet.


    Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.


    Example setup:

    Let's say you have already setup an iPlum phone number X. Now you want to purchase an additional iPlum number Y.  The goal is to receive calls from both numbers on the same device.

    You can repeat this process for any number of additional iPlum phone numbers on one device.

    A. Setup Additional iPlum Number (Y).

    Note: If you have already purchased additional iPlum number, you can skip this step.

    1. Login to your primary iPlum Account online.
    2. Dashboard || Users || Add New User (Phone/Fax). Create a new user with an email address as login-id.
      Click the link you receive in SMS or Email to setup new password for this user. The additional user is now connected to your primary account.
    3. Dashboard || Users || Click iPlum Login ID of the new user.
      Click "Get iPlum Number" to setup a new iPlum number for this user. Lets say that number is Y.


    B. Setup Simple Call Forwarding on Y.

    1. Login to your primary iPlum Account online.
    2. Dashboard || Users || Click the iPlum Login ID of the new user - where you want to setup call forwarding (Y)  ||  Settings || Call Forwarding (Edit).
    1. Enable Call Forwarding by toggle switch.
    2. Enter X.
    3. Select Incoming Caller-ID Number: Show user iPlum Number.
    4.        
    5. Get notification in iPlum app (Not recommended) : Leave it unchecked.
    6.        
    7. Advanced Options 2nd Level: Use iPlum Voicemail.  This will make sure the call gets routed to its own iPlum voicemail for that number.


    C. Setup Voice Network mode on primary iPlum number X:

    Voice network mode generally has best call quality.

    Dashboard || Users || Click the primary line login ID  || Settings || Calling Network Mode: Incoming Calls (Edit)

    Click "Use My Voice Network" and enter your physical mobile number.


    D. Voicemail Greeting:

    You can setup voicemail greetings in your own voice for each account in the iPlum portal.

    Dashboard || Users || Click the iPlum Login ID where you want to setup Voicemail greeting  ||  Voicemail || Settings.



    Note: If you don't want to pick the call, just let it ring or click "Side Power button" to stop ringing on your device.  After 20 seconds (default) the call will automatically go to its own iPlum voicemail and you will get an email alert for it.


    E. Which account should I be logged into my iPlum app? :

    Always login as your primary account X to receive calls from both primary (X) and additional iPlum number (Y).


    F. Voicemail Transcriptions:

    You can receive voicemails via email as audio file attachment along with voicemail text transcriptions.  Please check this FAQ for  voicemail transcription via email.


    G. Business Hours:

    You can setup business hours on each line using Do-Not-Disturb option at the iPlum portal.


    H. Outgoing calls:

    To make any outbound call from any iPlum number to show its caller-id, you will login as that account in your iPlum app.


    I. Texting:

    To send or receive texts, you will login as that specific account in your iPlum app.

    Note: To see texts for both accounts in read only mode, you can enable Text Archive feature in your iPlum portal & you will be able to see the texts there for both accounts.



    If you have any questions, you can always Contact us.











    How to setup advanced password policy?

    Advanced password policy:  

    The account administrator can setup advanced password policy applicable to all users.


    1. Login to your iPlum online account https://my.iplum.com.
    2. Click: Password Policy on the side menu.
    3. POLICY SETTINGS
    • Requires Login Password (Mandatory)
    • Enable Two-Factor Authentication (2FA)
      A text/email will be sent with a code to user's login-ID.
    • Enforce Password Complexity
      Minimum 8 characters with mandatory uppercase letter, lowercase letter, number and a symbol.
    • Set Password Expiration
      Users will be required to change password every 90 days.
    • Additional Security with App Passcode
      Warning: Users will be required to setup an app passcode and will be prompted every time app is accessed.
    How to setup call forwarding from external number to iPlum number while travelling?

    You can forward your mobile or landline voice calls to iPlum number by following instructions on your vendor website.

    Below are examples of some U.S landline and mobile carriers.  These instructions would vary for other carriers:

    AT&T Mobile
    To turn ON Call Forwarding:
    On your phone dialer enter **21*, then the 10-digit iPlum number you wish to forward your calls, followed by #. Push the Call icon. Your wireless device displays a confirmation message when Call Forwarding activates. Example: **21*408 123 1234# (no spaces)
    To turn OFF Call Forwarding:
    On your phone dialer enter #21# & Press the Call  key. Your wireless device displays a confirmation message when call forwarding deactivates

    AT&T Landline
    To turn ON Call Forwarding:
    Dial *72# and listen for dial tone.
    Enter the number where you wish to forward calls.: 1 + Your iPlum Number  (Example 12011231234)
    Wait for the confirmation tone. After the confirmation tone, the system will automatically place a call to the number to which calls will be forwarded.
    If the forward-to party answers the call, the feature is activated.
    To turn OFF CF: *73#

    Verizon Mobile
    To turn ON Call Forwarding:
    On your phone dialer enter *72, then the 10-digit iPlum number you wish to forward your calls. Push the Call icon. You should hear a confirmation tone or message when Call Forwarding activates. Example: *72 408 123 1234 (no spaces)
    To turn OFF Call Forwarding:
    On your phone dialer enter *73 & Press the Call  key. You should hear a confirmation tone or message when call forwarding deactivates

    T-mobile, Sprint or other mobile & landline carriers have similar instructions.  Please check with your provider for setting call forwarding.

    How to setup iPlum APIs for getting automatic usage logs?

    iPlum REST API

    iPlum provides REST APIs for automatically downloading call and message logs  to an external server.  Developers can use iPlum APIs to download the usage activity and associate them to their users to get visibility and compliance at an organization.

    Every account gets free 30 days trial period to setup the account and start using the API.  After that it is $2 per user per month.  There is no limitation or metering on the number of records pulled.  You can start or stop the service any time.  There is no contract.

    Setup iPlum API:

    1. Login into iPlum console and select “iPlum API” on the left menu bar.
    2. In the center of the page, Enable API Access Status using the button.  The system will ask permission to proceed.  Click “Yes”.
    3. Important:  You will be presented your Secret Key only once.  Download your API Access Key & Secret Key and store at a secure location.  If you lose the secret key, you must generate a new key and reset the process.
    4. You will use the key pair to pull iPlum usage logs. Click “Close”.
    5. Callbacks: iPlum can put usage logs directly to your server without having to pull them via API calls.  You still need to setup the above process in order to enable the capabilities:
    1. Click “Edit” icon.
    2. Enable “Usage Callback” by toggle button.
    3. Check the type of Callbacks you want to enable.
    4. Callback URL: Please enter your Callback URL.  If you enable authentication, add a username and password which you want our servers to use when placing Callback data on your servers.
    5. Save Settings.
    6. You will start receiving usage logs real-time.


    If you have any questions, you can always Contact us

    How to setup iPlum number on different devices?

    Important: This page assumes you have already setup a master iPlum account and you are adding additional users in this account.  Each user needs to get an iPlum subscription.  You can also configure their caller-id to show main number.

    Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.


    I. Add a new iPlum user in your master account.

    II. Attach an existing iPlum Account to the master account.

    III. Bulk upload users in your iPlum Account.


    I. Add a new iPlum user in your master account

    1. Login https://my.iplum.com.  
    2. Click Dashboard || Users || Add New User (Phone/Fax).

      Create a new login-id with a mobile phone number or an email address.

      Note: Landline or virtual numbers do not work for creating additional users.
    3. The user will receive a link via phone text or email to accept your invitation. They will be prompted to setup a new password.
    4. You will be notified via email when the user accepts your invitation.
    5. You can assign a new phone number to that user or port their existing number in their account.
    6. Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number  or Port Number.  Follow the prompts.
    7. The user can download iPlum app, login as "Existing User" and start using it.
    8. Optional Steps:
    • To show the outgoing Caller-ID as use Main Account Number: Accounts  || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID (outgoing) || Edit || Select Primary iPlum number option and Save it.
    • You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.
    • To setup voice network mode for best call reliability :
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
      Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.


    II. Attach an existing iPlum Account to the master account

    1. Login https://my.iplum.com.  
    2. Click Dashboard || Users || Click "Add New User (Phone/Fax)".  Enter user's existing "iPlum login-id".
    3. The user will receive a link on their login ID.
    4. Once the user clicks the link, it will connect them to your master account and you will see them in "Users" section.
    5. If they have an iPlum subscription, it will automatically move them to your master account billing and the next billing will happen from your master account payment mode.
    6. If the user doesn't have an existing iPlum subscription or you want to move them from Apple iTunes or Google Play, you can move over their subscription to master account and then have them cancel it at Apple or Google.  They will not lose the number:
      Dashboard || Users || Click iPlum Login ID of the User || Get iPlum Number.  Follow the prompts.
    7. The user will see the new iPlum number assigned to them in their iPlum app.
    8. Optional Steps:
    • To show the outgoing Caller-ID as use Main Account Number: Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions || Caller-ID || Edit (Main account iPlum number).
    • You can modify user privileges: Dashboard || Users || Click iPlum Login ID of the User  || Profile & Permissions.
    • To setup voice network mode for best call reliability :
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
      Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

    III. Bulk upload users in your iPlum Account.

    Please check this link for bulk upload instructions.

    How to setup incoming iPlum calls to flow via voice network instead of data?

    How does this feature work?

    iPlum provides you a unique feature to use voice network to receive incoming calls without relying on internet data on your mobile device. This gives you high reliability of incoming calls. You can enable or disable this feature any time.

    How to enable voice network mode for incoming calls?

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Incoming Calls || Use My Voice Network.
      Enter your physical mobile phone number where iPlum app is installed.
      Click "Save  & Set Distinct Ringtone" || Ringtone: Change from default to a new Ringtone || Done.

    OR

    • Online web portal:
      Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network.
      Enter your physical mobile phone number where iPlum app is installed and save.

    How to ensure the unanswered calls go to iPlum voicemail & not personal voicemail in this mode?

    Please read this section: How to stop iPlum calls going to my personal voicemail

    I am not seeing the caller's phone number during incoming calls  OR I am seeing my own name for inbound calls instead of calling party?

    1. Please enable "contacts" permission for iPlum app on your iPhone or Android device settings. It is required for correct caller-id management.
    2. Check your device phone book. Make sure there is no contact created with your name & your iPlum number together.
    3. Note: If you are using IVR, there is option in Advanced Settings to choose between "Actual calling number" and "Main account iPlum number".  Please update that selection to "Actual calling number".

    Disable voice network mode & instead use wi-fi or carrier data for incoming calls?

    If for some reason you need to disable voice network mode for incoming calls:

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Incoming Calls || Use My Wi-Fi or Carrier Data.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Wi-Fi or Carrier Data





    Helpful links:

    How to setup Outgoing iPlum calls to flow via Voice Network?

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How to setup main iPlum number to route calls to multiple phones or users?

    There are two (2) types of configurations available to route main iPlum number to multiple phones or users.

    Note: If you need special technical consulting for your advance setup, you can request a 30 minute live Zoom conference call  with our in-house specialists using this special link for $25. They will walk you step by step.


    Configurations:

    I. Route calls to multiple devices/users using Phone Tree and Extensions.

    Use this option when you want to play a welcome auto-attendant greeting for incoming calls and route them to different user phones based on extensions. Each user can call out independently showing outgoing Caller-ID as main iPlum phone number.


    II. Route calls to multiple devices/users with Simple Call Forwarding (No Phone Tree and Extensions).

    Use this option when you do not want a welcome greeting or extensions for incoming calls. You would simply forward the incoming calls to different phones as a separate business line interface. Each user can call out independently showing outgoing Caller-ID as main iPlum phone number.


    I: Route to multiple devices with business line interface using phone tree and extensions.


    Summary:

    • Setup a master account with main iPlum number and add users with local iPlum number subscription for each user.
    • Users will install iPlum app on their devices and login with their distinct login IDs.
    • Using this approach when a caller dials your main iPlum number they will hear your welcome auto-attendant greeting.
    • They will be presented with option to dial extensions. One extension can ring one device or multiple devices.
    • All users can make & receive calls simultaneously.


    Steps:

    • Login https://my.iplum.com.
    • Get a new main iPlum number or port-in your existing phone number into iPlum.
    • Add additional members : Click "Add New User (Phone/Fax)".  Create a user login-id with physical mobile phone number or an email address. Landline or virtual numbers not allowed when creating a user.

    The user will receive a link via phone text or email. Once they clicks the link, it will require them to enter a new password. The user is now connected to the master account and you will see them in "Users" section.

    Get iPlum number for the user: In the Dashboard || Users section, select the new user setup above, click "Get iPlum Number" to setup a new iPlum number for this user.

    Caller-ID update:Dashboard ||  Users || Click iPlum Login ID of the User || Profile & Permissions  || Caller ID || Toggle to Primary iPlum number and Save it.

    Voice network mode for best call reliability:
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network || Enter the external phone number and save.
    Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Incoming Calls (Edit) || Use My Voice Network || Enter the external phone number and save.

    Note: Voice network mode maintains iPlum Caller-ID for all iPlum calls.

    • Type auto attendant greeting for text to life like speech.
    • Create extensions & link them to each iPlum phone number which you have setup in previous step or external phone numbers.
    • Add multiple users to an extension to ring Sequentially or Simultaneously.


    II: Route calls to multiple devices/users with simple call forwarding (no phone tree and extensions).

    Summary:

  • Setup a master account with main iPlum number and add users with local iPlum number subscription for each user.
  • Users will install iPlum app on their devices and login with their distinct login IDs.
  • All users can make & receive calls .

  • Steps:

    • Login https://my.iplum.com .
    • Get a new iPlum main number or port-in your existing number into iPlum.
    • Add additional members : Click "Add New User (Phone /Fax)".  Create a user login-id with physical mobile phone number or email. Landline or virtual numbers not allowed when creating users.
      The user will receive a link via phone text or email . Once they clicks the link, it will require them to enter a new password. The user is now connected to the master account and you will see them in "Users" section.
      Get iPlum number: Dashboard || Users || Click iPlum Login ID of the User|| Get iPlum Number to setup a new iPlum number for this additional line.
      Caller-ID update: Dashboard || Users || Click iPlum Login ID of the User|| Profile & Permissions  || Caller ID Number || Toggle to Primary iPlum number and Save it.
    • Repeat above step for all users.
    • Set Call Forwarding : Dashboard || Users || Click iPlum Login ID of the User || Settings  || Call Forwarding (Edit)  || Enable it || Enter main iPlum # and user's iPlum numbers created in above steps and Save it.
    • You can choose to Display Incoming Caller ID to be "Actual Calling Number" or "iPlum Number".
    • Note: If you have more than three users, you can create a tree structure to forward calls to any number of users.








    How to setup outgoing iPlum calls to flow via voice network instead of data network?

    How does this feature work?

    iPlum provides you a unique feature to use voice network to make outgoing calls without relying on internet data on your mobile device. This gives you high reliability of calls and still transmits your iPlum Caller-ID. You can enable or disable this feature any time.

    Enable voice network mode for outgoing calls?

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Outgoing Calls || Use My Voice Network.  Enter your mobile phone number and save.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Voice Network.  Enter your mobile phone number and save.

    Why does it show an intermediate iPlum number when using voice network mode?

    When you dial out using iPlum app, it will first show an intermediate iPlum number which will automatically connect your actual dialed number using iPlum technology.  This makes sure that your call goes over voice network & not internet. Rest assure that your called number will only see your iPlum number as caller-id.

    How to disable voice network mode & instead use wi-fi or carrier data for outgoing calls?

    If you are travelling internationally or permanently located outside US/Canada, you can disable voice network mode.

    • iPlum App:
      iPlum App || Settings  || Call Mode: Voice Network or Internet Data || Outgoing Calls|| Use My Wi-Fi or Carrier Data.

    OR

    • Online web portal: Login https://my.iplum.com/
      Dashboard || Users || Click iPlum Login ID of the User || Settings || Call Mode: Outgoing Calls (Edit) || Use My Wi-Fi or Carrier Data

    Troubleshooting

    I have enabled voice network mode but it still won't work?

    1. Make sure you have not enabled "restricted" option for your carrier mobile phone number caller-id  or setup your carrier phone number caller-id to "anonymous".
    2. Make sure you are using the same carrier phone number where the app is installed in iPlum outbound carrier settings.  If you put a different phone number it will not work.
    3. Please enable "contacts" permission for iPlum app on your iPhone or Android device settings for correct caller-id management of iPlum calls.





    Helpful links:

    How to setup Incoming iPlum calls to flow via Voice Network?

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    Change from iPlum regular number to a Toll-free number.

    All frequently asked questions.

    How to setup text to email?

    What is text to email feature?

    In addition to receiving texts in the mobile app, iPlum provides you the feature to receive your incoming texts via email.  It is helpful when you are away from mobile or you need to forward incoming text to multiple iPlum users in your organizations.

    Where to setup text to email?

    Online web portal: Login https://my.iplum.com/
    Dashboard || Users || Click iPlum Login ID of the User  || Settings || Text Options (Edit) || "TEXT TO EMAIL" panel.  

    Enable the toggle switch for "Receive email alerts for incoming text".

    For privacy you can suppress texting number and/or text content.

    What are the prerequisites for this feature?

    This features requires that you have Security & Backup Enhanced add-on plan.  If you don't have this plan, you can add it in "Plans" section of your iPlum portal.

    Can I send incoming text to other users in my organization?

    Yes, you can add other iPlum users to receive incoming texts on your iPlum number by adding the users in this panel. Each user needs to have an iPlum number with enhanced backup plan.




    Helpful links:

    How to setup your main iPlum number to ring multiple phones or users?

    Setup an iPlum business team account.

    All frequently asked questions.

    How to setup voice announcement before ringing?

    Important: "Voice announcement before ringing" is different than "Voicemail greeting".
    It is an optional audio file which you can record to plays before the call starts ringing.  Your business may or may not need it.

    But a voicemail greeting plays when you don't pick up the call. Almost all users need voicemail greeting.


    Sample call flow: Incoming Call   ||   Voice Announcement before Ringing   ||   Ringing Starts ||   Users Accept Call or User declines the call  ||   Call goes to Voicemail Greeting


    Use Cases

    • Alert caller before the ringing starts.  
      Examples: "Please wait while the system finds me..." OR "Please wait while we connect your call to an agent..."
    • Out-of-Office. Examples:  
      "Vacation Alert.  I am out of office and will be available starting..."


    Where to setup voice announcement before ringing?

    Login iPlum portal https://my.iplum.com.

    Dashboard || Users || Click iPlum Login ID of the User  || Settings || Voice Announcement Before Ringing (Edit)



    How to record voice announcement before ringing?


    A. Text to Speech Audio (Free)

    Your iPlum number comes with text to life-like speech service to create your announcement free of charge.


    OR

    B. Record in your own voice (Free)

    Dashboard || Users || Click iPlum Login ID of the User || Settings || Voice Announcement Before Ringing (Edit) || Add New Announcement || Record Your Audio

    OR

    C. Send us your Custom Sound File to be uploaded ($20)

    1. Record MP3 file format with high volume.
      It is a good practice to keep it 30 seconds or less.
      Note: There are many online companies like Fiverr (no association with iPlum) which has sellers who will record a professional announcement file for as low as $5.

    Note: File size should not exceed 1 MB.

    1. Send your audio file  to "support@iplum.com".
      In the email subject enter "Voice Announcement Before Ringing for iPlum # XXXXX". In the body of email paste the transaction-ID or receipt # or attach your PayPal payment receipt. Don't forget to attach your audio file. You will get a confirmation email after our team has uploaded your call Connecting announcement in your account.
    2. Payment: There is a $20 charge to digitally sign and upload custom audio file in your iPlum account.
      Note: If you have multiple audio files to be uploaded, you can refresh the page and make multiple $20 payments.

    How to stop my calls or number being label as spam with carriers?

    iPlum provides you a dedicated business line.

    For outgoing calls, iPlum sends your iPlum name & number as Caller-ID in every call by default.  

    If your outbound calls are getting mischaracterized by some carriers and marked as spam, you can use this form to update your caller-id information.

    Note: Contact Name, Phone, Company, Email, Calling Company Name, Address, URL is your information on this form so that the carriers recognize you as the rightful owner of this number.

    https://www.freecallerregistry.com/fcr/#submitform





    Additional helpful links:

    How to stop receiving spam calls or text to your iPlum number?

    How to stop spammers by creating free Auto-Attendant?

    iPlum offers free Auto-attendant feature which can be used to stop spammers.
    Spammers usually deploy automated dialing to call multiple numbers.  Auto-attendant stops automated dialing  at the greetings itself since there is no real person to accept the call and the spam call gets stuck in it and expires.

    Note: You can also block specific numbers for both calling & texting using  iPlum spam blocking feature.


    1. Initialize Phone Tree or Auto- Attendant

    Login to iPlum portal  https://my.iplum.com/ .

    Click "Dashboard || Phone Tree & Extensions" and click "Setup Phone Tree" (Only required first time).



    2. Setup Profile
    The system generates one default profile. Most businesses are fine with the default profile.
    Profiles allow you to create multiple set of extensions for different hours or days of the week.

    Profiles are NOT your business hours.  Business hours are configured in "Do Not Disturb" module in Settings.



    3. Auto-Attendant Greeting

    Sample greeting text:
    Welcome and thank you for calling Mary's consulting company where we design beautiful houses.  Please press 1 to reach Mary, To hear these options again, please press 9.



    4. Extensions

    Maximum length of extension digits: If you want single digit extensions like 1,2,3 ..9, you will set this value to 1.  If you want extensions like 11, 12, 13..., you will set this value to 2.  If you want a mix of extensions like 1,2,3, 10, 11, 91..., you will set this value to maximum digits which will be 2. You can set upto 4 digit extensions.


    Add Extensions

    • Click "Add Extension".  Enter: 1; select type as "Ring Single iPlum Number" and select your iPlum # or "Do not Ring. Send to Primary Voicemail" (If you want the call to go directly to voicemail).
    • Click "Add Extension".  Enter: 9; select type as "Repeat Greeting".




    5. Advanced Auto-Attendant (IVR) Settings

    It is advisable to keep other timers and counts with their default values.  




    6. Enable or Disable Phone Tree

    Click "Save Configuration" button at the bottom of page and Toggle Enable switch green to enable Phone Tree.

    Note: If you want to disable or by-pass Phone Tree, toggle the Enable switch to red.







    Helpful links:

    How to port an existing number into iPlum?

    How to setup a business team account in iPlum?

    Voice Network Mode - Incoming

    Voice Network Mode - Outgoing

    All Q&A

    How to transfer your number subscription to iPlum web portal billing?

    Step by Step Process:

    1. Login to iPlum web portal https://my.iplum.com.
    2. Setup Billing:
    3. In the left bar menu, click "Billing".  Add your payment method here. If you have set up multiple payment sources, select the one you want to use as "Default".
    4. If your current iPlum subscription is setup with Apple App Store or Google Play, you can move it to web portal billing:
      Dashboard || Users || Click iPlum Login ID of the User || Plans  || Number Plan || Edit
      Select the plan and follow the prompts to complete the purchase. We have both monthly and annual plans available. Your iPlum number will not be cancelled.
      The system will not move your subscription to iPlum portal until you make this purchase because App Store & Google Play are different billing systems.
      Important
      : After you have successfully moved iPlum subscription to the web portal, you should cancel the subscription at Apple App Store / Google Play so that you are not billed twice. iPlum doesn't have access to your Apple App Store or Google Play account for cancellations.
    5. Reactivate a cancelled iPlum number:
      If your number was cancelled due to any reason within last 30 days you can Reactivate it by following steps listed at this FAQ.

    Helpful links:

    How to setup iPlum business team account?

    How to port my existing number to iPlum?

    How to update my iPlum name and email?

    1. Login iPlum portal  https://my.iplum.com

    2. Dashboard || Users || Click iPlum Login ID of the User || Profile & Permissions.  You will see different options you can edit.

    Note: If you are changing the iPlum-ID, the system will send you a verification code which you will confirm here to complete the change.





    Helpful links:

    How to change my iPlum Login ID?

    How to change my iPlum Caller ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    I am not able to make calls. The spinner in my app keep circling?

    Spinner at top right corner in the iPlum app shows that internet connection is not available.

    1. This may happen sometimes where the connectivity transition has not occurred on the device. Simply kill and restart the iPlum. You may find that you are already logged in to the app and can continue. Otherwise, login as required.
    Note: To kill the app without deleting it on an iPhone or iPad, simply double click the home button, locate the running app and swipe it upwards. For ending the app on an Android device, press on the home key until the screens for the running apps are shown. Then swipe the app screen to the right to end the app.

    2. The other reason for connectivity issue could be block set by your company, local carrier or ISP. We have heard of blocked sites from our users in many countries including Azerbaijan, China, Portugal, Spain, Thailand, Vietnam and others. Fortunately there are various VPN apps available in Apple App Store & Google Play which can help you get connected through the block. If you need any specific help send us an email.

    I can't see my iPlum phone number after purchase?

    Once you have purchased an iPlum Phone number, it will show up at the top in iPlum app under Contacts.  It is also located in iPlum Settings >> My iPlum Account

    In some rare cases, the app may not get an immediate response from the server after you bought an iPlum number.

    Simply logout & then log back into the iPlum app to see the assigned phone number:
    Logout is available in iPlum Settings.

    iOS App: If you still don’t see the iPlum number, please follow these steps to get a new number:
    iPlum Settings >> Utilities & Support >> Restore iTunes Receipt
    iPlum Settings >> My iPlum Account >> Get Number.  Enter App store ID.  It will detect your purchase and not charge you again.

    I get frequent logout or signout from the app

    The app logs out due to either of two reasons:

    1. If you login to another device using same Login ID, it will logout from first device.  This is to make sure the calls & messages are routed to your current device.

    2. If there are too many apps open on the device & the device doesn't have enough memory, the device operating system automatically shuts down the app.

    I have forgotten my login-id or password?

    What is my iPlum login ID?

    For single line accounts the iPlum login ID is the physical mobile phone number which you used to setup your iPlum account.

    Please do not include any space, dash or bracket when you enter your login ID.

    Note: There are exceptions in case you changed that login ID to an email address after signup in your "Profile & permissions" at your iPlum portal or you are part of multiline account where your administrator has assigned you an email as login ID. In that case you can try your email address as login ID.


    I have forgotten my password.

    Simply enter your iPlum-ID & click Forgot Password link in your iPlum app or online at https://my.iplum.com.  You will receive a text/email with a link to reset your password.


    I know my current password but I want to change it.

    Login to iPlum online portal https://my.iplum.com. Click on your User icon on the top right of your screen. You'll see a drop down for changing your password .


    Helpful links:

    How to change my iPlum Login ID?

    How to change my iPlum Caller ID?

    How to change my Password or I have Forgotten my Password?

    How to change my iPlum Email?

    Is iPlum HIPAA & HITECH Compliant?

    iPlum provides HIPAA compliant secure calling & texting mobile phone line.

    Click here to find more.

    Learn Business Contacts and Texting

    Business contacts, Device contacts, Groups

    Regular texting, Secure texting, Restore, Broadcast, Group texting, Templates

    Business contacts, Device contacts & Groups:

    What is the difference between business and device contacts?

    Business contacts are created and saved in the iPlum app secure container. They are not saved in your phone’s iOS/Android address book.

    Device contacts reside on your phone address book. They are visible in iPlum app but not saved in the app. When you make changes on your phone’s address book, they will get reflected in device contacts section in iPlum app.


    Why allow contacts permissions to iPlum app on your mobile phone settings?

    iPlum is a business app with privacy. For correct functioning of the caller-id, please allow the “contacts” permission to iPlum app in your iPhone/Android settings .

    Add a new business contact?

    In the iPlum app contact screen, make sure you are in the business tab. Tap “+” to add a business contact. Here you can also create business groups and assign them to various business contacts.

    Add a new device contact?

    Go to your device address book and add new contact. Open iPlum app and pull down to refresh. You will see the new contact in your iPlum app under device contacts section.

    Create a business contact from device contact?

    Open iPlum app and tap a contact in your device contacts. From the actions grid, tap “More”. On the details screen, tap “Add to Business”. This will create a business contact.

    Add multiple business contacts?

    First add all the contacts you want to load to the native address book on your phone via outlook or similar contacts application (PC or Mac). Open iPlum app and go to “device” contacts screen. You will see these contacts. Tap on each contact and click “Add to Business”. Once done, you can delete them from your phone’s native address book.

    Edit a business contact?

    Open a business contact detail in the iPlum app and click “Edit”. You will update changes and save.

    Edit a device contact?

    Device contacts are managed in your native address book. You would edit them in native iOS/Android device contacts. Once you open iPlum app after editing, it will show updated contact.

    Groups setup for business contacts?

    Groups can be used to send the same message to more than one business user without having to enter them each time. When you create groups in contacts, these groups are available in the texting module.

    In the app’s business contact screen, tap “+” and select “Manage Groups”.

    Click “+” to add a new group.

    Go to a business contact, click “More” which will open its details and click “Edit”. Tap on the Groups text box and select the Group to link to this contact and save it.

    Delete a business contact?

    Open a business contact detail in the iPlum app and click “Edit”. You will see a Delete button at the bottom.

    Delete a device contact?

    Device contacts are managed in your native iOS/Android address book. Once you delete the device contact in native contacts, it will not show in iPlum app.

    Restore business contacts or texts?

    iPlum App Settings || Contact Options || Business Contacts Restore

    Note: This requires iPlum Backup plan available via iPlum portal or in-app purchase.

    Switch the screen priority of device and business contacts in iPlum app?(iOS only feature)

    iPlum App Settings || Contact Options || Set Default Phone Book.

    Hide device contacts in iPlum app?

    (iOS only feature)

    iPlum App Settings || Contact Options || Show/Hide Device Contacts.

    Note: We recommend that you enable Contacts permissions for iPlum app in your iPhone or Android Settings. These permissions are required for correct Caller ID and Ringtones management in the carrier voice network mode.

    All texting features:


    What is the difference between regular & secure texting.

    Regular texting works on all iPlum accounts and doesn’t need any special setup. The other side can have any texting application.

    Note: If you have purchased security and backup enhanced plan add-on plan for compliance and doing regular texting in iPlum app, all text will be encrypted/secure at your side no matter the other end user application.

    Secure texting with compliance add-on plan is used where both ends have iPlum app. iPlum app is free for your clients.

    Healthcare, finance or legal professionals can initiate a secure channel with their clients for secure texting.

    Group texting and broadcast texting?

    Group texting and broadcast texting can be done for both regular and secure texting.

    iPlum enables bidirectional group texting or straight broadcast one to many. The broadcast switch is available in the “To” section of text screen in the app once you have more than 1 phone number in it. You can do secure texting or regular texting for both group or broadcast.

    How to restore texting after reinstalling iPlum app?

    If you install iPlum app on a new phone or you need to erase the app and reinstall, you can restore last 60 days texts in the app:

    iPlum app || Settings || Text Options, Templates, Secure Channels || Text Restore

    Note: You need security and backup plan on the line in order to restore text. The text are restored from the “date” the plan is active.

    How does text templates work?

    You can create multiple text templates to send them to the clients without typing entire message. To configure learn more.

    How does auto-text-reply work?

    You can automatically send text reply for missed incoming calls & texts when you are busy. To configure learn more.

    How does text signature work?

    You can automatically add a text signature for your outgoing text. It is helpful to provide information to your clients without having to type it each time. To configure learn more.

    How does text to email work?

    You can get your incoming text via email when you are way from your mobile or forward them to a different email address. To configure learn more.

    How to initiate secure text channel?

    To initiate a secure text channel, you will invite your client using iPlum app business contact. The client will accept your invitation to set up secure channel with instructions to download iPlum app and setup a free account.

    1. Create a new contact with your client’s mobile phone number or select an existing business contact in the iPlum app.
      iPlum App || Contacts || Business contact tab. Tap “+” to add a new business contact.
    2. Initiate a secure channel request.
      iPlum App || Contacts || Business contact || More || Secure Text Channel Invite
      The system will send an invite SMS to the recipient with instructions to download iPlum app and accept invitation.
    3. Your client will download free iPlum app, register using their mobile number and accept your invitation in the app. The secure channel is now active and ready for secure texting.

    When you invite a business contact to setup secure channel, they will see below steps on their side.

    How to accept secure text channel (Client-side free account)?

    1. The client will receive an SMS from iPlum. This SMS has a link with steps to download iPlum app and create a free account using their mobile number.
    2. Login iPlum app and look for blue colored business contact.
      Business contact || More || Accept Secure Text Channel Invite.

      Invited and accepted contacts are created and saved in the iPlum app secure container.
    3. After acceptance, the business contact will change to plum color and it will show a shield icon for secure texting.

    How to delete secure text channel?

    Simply delete the “Business” contact created for that secure channel in your iPlum app.

    Tow to restore secure text channels, texts, business contacts.

    Note: Restore secure text ‘channels’ is available for both free and paid iPlum accounts. But restore actual texts and business contacts requires iPlum Backup plan available via iPlum portal or in-app purchase.

    Go to Settings in the iPlum app:
    Contacts Options || Business Contacts Restore.
    Text Options & Secure Channels || Text Restore.
    Text Options & Secure Channels || Restore Secure Channels.

    Which backup plan is required for secure texting?

    A backup plan is required for initiating secure channels but no plan is required for accepting secure channels.

    Security & Backup Enhanced ($5.99/mo paid annually)Includes: Security and backup of business contacts, texts, HIPAA compliance, Unlimited secure text channels; Text to email.

    If you have any questions, please contact us.

    Line2 Alternative: iPlum

    "Earlier my customers had issues reaching me.  After switching to iPlum, I can take a sign of relief.  Customer support has been excellent.  All for only $4.99/month"  Christopher M."

    What Is Line2?

    Line2* provides a virtual number.  Line2 is now owned by J2 Global. It is the same company which has other services like eVoice with overlapping calling features. The company was started a while ago but has changed owners due to difficult situations.
    *Trademark of J2 Global.


    How does Line2 compare vs. iPlum?

    iPlum gives you a new Local or Toll-free number for U.S. or Canada as second line on your existing device without changing your carrier. You get your own True Caller-ID with every call or text which is critical as a business line.

    Best in class dual reliability: With iPlum you can use your carrier calling network (non-VoIP) or wi-fi/carrier-data and get best of both worlds for second line.  It gives you a unique calling experience without changing your carrier.

    Free ivr, auto attendant and extensions: Add business greetings and branding to your iPlum number with free auto attendant greeting.  You can setup extensions and route calls to same or different numbers. Gives a professional look to your business.

    Can I port my Line2 number into iPlum?

    Yes, you can port your existing Line2 number into iPlum. How to port an existing number into iPlum?

    What is iPlum pricing vs Line2?

    With iPlum you get second line with all business features for $4.99/mo. There are no separate taxes or surcharges.

    Line2 charges much higher price for its plans.

    How is privacy built into iPlum? Does iPlum has compliance?

    iPlum provides a business class reliable service with 100% data protection. We respect your privacy and fully protect your information.  Your information is never shared with any third party or put into any advertisements. You get complete peace of mind. iPlum also provides HIPAA & HITECH compliance for secure experience of second business line.

    How to setup iPlum?

    Can I setup a business account and create sub-accounts for my employees?

    Yes, with iPlum you can create "Additional Lines"   for your employees and centrally manage them from the cloud-based console.

    Can I set forwarding on my iPlum number to external mobile or landline numbers?

    Yes, you can setup call forwarding in your iPlum calls to your landline or mobile phone number. iPlum’s unique call forwarding feature allows to ring multiple external numbers simultaneously.  You can also setup time period of the day for call forwarding. How to setup call forwarding in iPlum?

    Which smartphone or tablet mobile platforms does iPlum support?

    iPlum app is available in 23 languages in 200+ countries.

    iPlum works on both iOS and Android smartphones and tablets. In addition to getting a 2nd line on your smartphone, you can install iPlum on an iPad or a tablet and convert it into a smartphone for bidirectional calling and texting.


    Helpful links:

    How to setup iPlum online?

    How iPlum mobile phone system with auto attendant works?

    How to port an existing number into iPlum?

    What is iPlum Toll-free number?

    What is iPlum Canada number?

    How to setup a business team account in iPlum?

    How to setup multiple phone numbers in my iPlum account?

    How to setup Call Forwarding from iPlum to an external number?

    All Q&A

    Mighty Call Alternative

    Mighty Call* starts at $19.99/mo with some social integrations.

    There are various services laid out in the app. It works but it can be confusing for person who is looking to setup a simple phone system solution for small business.

    *Trademark of Infratel Inc.

    With iPlum there is no ambiguity.

    You get an clean iPlum app interface starting only $4.99/mo. You can get a local number or toll-free number as second line on any phone or tablet. You don’t have go through any complicated menus and processes to setup. You get a True Caller-ID with every call or text which is critical as a business line. You can configure Auto Attendant and Extensions to give a professional look to your business.



    “I was having problems with customers reaching me. After switching to iPlum, I can take a sign of relief. I know whom I am calling & the caller can easily reach my business. All for only $4.99/month” Christopher M. (Executive)

    How to setup iPlum?

    How is privacy built into iPlum?

    iPlum is a business class service with 100% data protection. Unlike free services which are supported with ads or they share your usage meta data, we respect your privacy and fully protect your information. Your information is never shared with any third party or put into any advertisements. You get complete peace of mind.

    Are there any long term contracts?

    No, our users have the freedom to start and stop iPlum low-cost service at will. There are no complicated contracts.

    How to setup auto attendant in iPlum Mobile Phone System?

    iPlum brings cloud-based virtual digital attendant greetings and extensions to professionals and businesses worldwide. “Press ‘1’ for Sales, press ‘2’ for Support…” How iPlum mobile number with auto attendant works?

    Can I create unlimited extensions in iPlum Mobile Phone System?

    Yes, you can create unlimited multiple extensions in iPlum mobile phone system. Each extension can be set to ring single or multiple numbers. You can setup simultaneous or sequential ringing. These numbers can be iPlum numbers, external domestic or international numbers. There are no restrictions. You can change extensions anytime.

    Does iPlum provide Call Recording?

    Yes, iPlum provides call recording feature. For compliance it includes an optional “Consent” message which you can play for incoming calls if your state requires it. You automatically get an alert via email when you have a recording which you can play in the iPlum online portal or iPlum app.

    Can I get an iPlum number even if I am located Internationally?

    Yes, you can get an iPlum low cost number even if you are located elsewhere in the world. iPlum makes that possible with our advanced communications platform.

    Can I port my existing number into iPlum?

    Yes, you can also port your existing U.S., Canada or Toll-free number into iPlum. Your rates are same as new number products at iPlum. How to port an existing number into iPlum?

    Can I get multiple phone numbers in iPlum?

    Yes, you can get as many numbers as you want by creating multiple accounts in your iPlum primary account. How to setup multiple numbers in iPlum?

    Can I forward my iPlum calls to external mobile or landline numbers?

    Yes, you can forward your iPlum calls to your landline or mobile phone numbers anywhere in the world. Call Forwarding can be setup in the iPlum app settings. iPlum’s unique call forwarding feature allows to ring three external numbers simultaneously. You can also setup time period of the day for call forwarding. How to setup call forwarding in iPlum?

    I have multiple users / employees, Can I setup a central account for allocating numbers and manage their billing?

    Yes, you can set up an iPlum account and then add “Multiple Accounts” to manage phone numbers and usage credits for your users centrally from the cloud-based console. Your group of users can be employees at a large company or just your family members. How to setup an iPlum account with multiple users?

    Can I use iPlum on Wi-Fi or 3G/4G/LTE?

    Yes, iPlum works on any Wi-Fi or 3G/4G/LTE network around the world and uses proprietary data compression algorithms for delivering reliable, high quality voice while using minimum data bandwidth. This is especially helpful when you are traveling.

    Which mobile platforms does iPlum support?

    iPlum app is available in 23 languages in 200+ countries.

    iPlum works on both iOS and Android smartphones and tablets. In addition to getting a 2nd line on your smartphone, you can install iPlum on an iPad or a tablet and convert it into a smartphone for bidirectional calling and texting.

    Helpful links:

    How to setup iPlum online?

    How iPlum mobile phone system with auto attendant works?

    How to port an existing number into iPlum?

    What is iPlum Toll-free number?

    What is iPlum Canada number?

    How to setup a business team account in iPlum?

    How to setup multiple phone numbers in my iPlum account?

    How to setup Call Forwarding from iPlum to an external number?

    All Q&A

    New Text Features

    A comprehensive solution for your mobile messaging.

    SMS, MMS to external numbers

    Send & receive text with audio, photo & videos attachments to external numbers.


    Secure text

    Send & receive secure text with audio, photo & videos for your compliance needs. Find more to use.


    Restore text

    iPlum App || Settings || Text Options, Templates, Secure Channels || Text Restore


    Group text

    Send & receive text with attachments to a group of users for bidirectional communication.  Form a group with iPlum or external numbers and do group messaging. Group messaging can be done for both regular & secure messaging. Find more to use.


    Broadcast text

    Broadcast text to a list of users. Each user receives text separately. Broadcast conversations are distinguished by word "BT" in the list. Broadcast messaging can be done for both regular & secure messaging. Find more to use.


    Text templates

    Create multiple text templates and easily send them to the clients without typing entire message. Find more to configure.


    Auto text reply

    Automatically send text reply for missed incoming calls & texts when you are busy. Find more to configure.


    Text signature

    Automatically add a text signature for your outgoing text. Helpful to provide information to your clients without having to type it each time. Find more to configure.


    Text to email

    Conveniently get your incoming text via email when you are way from your mobile or saving/forwarding them to a different location. Find more to configure.


    If you have any questions, please contact us.

    New iPlum Features
    • Dual Call Reliability With Voice Network Mode
      iPlum can use your voice network to route calls with carrier class reliability without relying on VoIP internet data and still show your iPlum number as Caller-ID or you can switch to default data network with Wi-Fi/3G/4G/LTE. You get best call quality in any situation with one of the most reliable business solution.
      iPlum App Settings || Call Mode: Voice Network or Internet Data || Outgoing Calls / Incoming Calls || Use My Voice Network.
    • Team Account
      Organize your team with a centralized portal. Add and manage iPlum users with different profiles and permissions with a online account.
    • Secure Texting Channels
      Both regular and secure texting. Send regular text using iPlum number or setup secure texting channels for compliance purposes. The other side will simply download iPlum app and setup a free account for secure texting. This can be a doctor texting their patient using secure channel.
    • Business Hours
      Promptly respond to your calls & texts during business hours and send them directly to your voicemail during non-business hours.
      iPlum App Settings || Do Not Disturb (Non-Business Hours)
    • Auto Text Reply
      Send smart business text for missed calls or texts. Tell your customers you care.
      iPlum App Settings || Text Options || Text Auto Reply
    • Auto Attendant (IVR) with Virtual Extensions like Phone System
      Setup an Auto Attendant greeting which plays when a client calls your iPlum number. Create extensions to route these calls to same or multiple users.
    • Text Archiving, Backup
      Your iPlum account has inbuilt enhanced privacy & data encryption protection. To backup your texts for safety and future use, you can activate Backup Plan.
    • Text to Email
      You can setup options to receive your texts via email when you have enhanced backup plan.
    • Text Templates
      For frequently sending similar text to your clients, setup text templates in your iPlum app when you have enhanced backup plan.
    • Voicemail Transcription
    • Get your voicemail as easy to read text with audio files directly in your inbox. Listen to voicemail at your convenience and save audio files offline. You can update enhanced voicemail feature online.
    • Call Recording
      Record incoming and/or outgoing iPlum calls for your business. There is an free consent message which you can play for your callers before recording.
      iPlum App Settings || Call Recordings
    • Block Spam Numbers
      iPlum is a business service with full privacy. There is a free feature in iPlum to block numbers from calling & texting you
    • HIPAA & HITECH Compliance
      For professionals working in compliance industry, protect client information HIPAA & HITECH.
    • Advanced Password Policy
      The account administrator can setup advanced password policy applicable to primary and all sub-accounts: Two factor authentication, Password complexity, Password expirations, App passcode and more.
    • Fax Line
      Get a secure cloud based fax line for your business. You can get a new line or port your existing fax number into iPlum.
    Payment Page $129

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    Payment Page $19.99

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