Getting Started
General Support Articles
User Profile Management
Configure Email Account
Configuring VS Connect
Logging in to VanillaSoft
VanillaSoft VoIP and SMS
- Configuring Progressive or Preview Dialing
- How to Enable SMS Notification/Forwarding
- How to send and receive SMS messages in VanillaSoft
- How to Set Up Voicemail Drop
- How To Set Up Voicemail Email Notifications
- How To Setup Call Forwarding
Guides & Articles
Appointment Setting & Calendar
- Appointment Setting in VanillaSoft
- Change Information Displayed in Calendar
- Google or Outlook 365 Calendar Not Syncing With VanillaSoft
- How do I add an external agent calendar to set appointments to?
- How do I create a Calendar Event?
- How to manage calendar access by User
Articles for US Health Agents
- Add New SMS Number for USHA Agents
- Additional SMS Charges for USHA Agents
- Agent Training Video for USHA Agents
- Cancel VanillaSoft Account for USHA Agents
- Changing Division Leaders for USHA Agents
- Configure Email Account for USHA Agents
Caller Workflow
- Can I Pause Auto-Dialing?
- Can I Skip a Contact?
- Error: Back from search takes me to another page instead of the search screen
- Getting Logged Out of VanillaSoft
- How To Add a Comment
- How To Find My Contact History
Contact Management
- Assign Contacts to a Team
- Assign Contacts to a User
- Configure Contact's Time Zone
- Copy Contacts To a Different Project
- CSV File won't import because it has semi-colons as seperators instead of commas
- Difference Between 'Call Flag' and 'Closed Flag'
Email Use and Configuration
- Attach a File to an Email Template
- Can I attach documents to my mass Emails?
- Copy Source URL
- Does Vanillasoft store the sent emails?
- Error: Problem Enabling Mass Email
- How do I insert a link in an Email Template or Call Script?
Page Layout
- Add VoIP HUD to Contact Page
- Call Script not showing up in Contact Script page
- Email Template Not Available to Callers
- Hide Call History
- How to Add and Format Custom Fields
- How to Create Call Scripts
Payment Gateway
- Payment Gateway Integrations
- Configure Payment Gateway for PayPal Payflow Link
- Configure Payment Gateway for Bluefin PayConex
- Configure Payment Gateway for Blackbaud Merchant Services
- Configure Payment Gateway for Payment Express
- Configure Payment Gateway for Flo2cash
Project Customization
- Add File to Document Library
- Automatic Email and/or SMS by Result Code
- Character Limits
- Customizing Phone Fields
- Enable Incoming Call Notification
- Enable International Dialing
Reporting & Dashboard
- What do the different colored balls mean on the dashboard?
- Allow Callers Access to Reports
- How do I see how many dials per hour my callers are making?
- How is Duration time calculated?
- How is Login time calculated?
- VanillaSoft Reporting Tool
Routing Filters
- Advanced Mode Routing Filters
- Copy an Intellective Routing Filter Priority
- Geolocation Filters
- How to Use Point-to-Point Proximity Routing Filters
- Intellective Filter Assignment
- Intellective Filter Caller Access
Routing Queue
- After a contact is resulted, the contact routes right back. Why?
- Apply and Modify Routing Filters as a Caller
- Contact Routing Information in Script
- Contact Routing Priorities
- How do I assign Call Priority to contacts?
- How do I get my newest contacts to route first?
Salesforce Integrations
- Salesforce Integrations - Table of Contents
- Salesforce Integrations Overview
- Minimum Requirements to Connect VanillaSoft to Salesforce
- Steps to Check Your Salesforce Version
- Migrating from Legacy to NEW Salesforce Integrations: What's Different?
- Connecting and Testing Salesforce in a Sandbox Environment
Third-Party Providers
- How do I set up Dialing and Recording with Toktumi VoIP
- How to install Test Controls in IE
- How to set up dialing with a landline
- How to Set up Dialing with Bria softphone
- How to set up dialing with magicJack
- How to set up dialing with RingCentral Softphone (Call Controller)
User Management
- Account Types in VanillaSoft
- Billing Cycle Information
- Change User Calendar Color
- Configure User Restrictions
- Difference Between Admin and Account Admin
- How do I allow Users to switch themselves between projects and teams?
VanillaSoft VoIP
- Assign an existing VoIP Line to User
- Chrome Dialing Popup Fix
- Copy VMDrop Recordings To Another User
- Device Activation Limit Reached
- Disable "This Call May Be Recorded" Message
- Export Call Recordings
Webleads & Integration
- Format for Incoming Web Leads
- Format for outgoing web leads
- How to Set Up Incoming Web Leads
- How to set up outgoing webleads
- How to Set-up Auto Import of .csv File from Email Attachment
- How to Use DocuSign Integration
Video Tutorials and Webinars
Webinars
Tips and How-To's
- Feature Focus: Basic Reporting Wizard
- Feature Focus: Contact Management
- Feature Focus: Custom Dashboard
- Feature Focus: How to Create a CrossTab Report
- Feature Focus: How to Create an Advanced Report
- Feature Focus: How to Create an Express View Report