A great feature that VanillaSoft offers is what's called Result-Code Based Emails & SMS. This feature allows you to send either an email, an SMS message, or both automatically simply by resulting the contact. This drastically reduces the amount of work needed and increases efficiency. In order to set this up, you will need to have Administrator access.
Note: To use this feature, you must use email or SMS templates that have already been created. To learn how to create these templates, view our How To Create an Email Template article or How To Create an SMS Template article.
To Setup Automatic Email and/or SMS
- Log in to VanillaSoft as an Admin.
- Open the project you would like to configure.
- From the menu at the top, go into the Email, SMS & Docs tab and select Result-Code Based Emails & SMS.
- Beside the Result Code you wish to use, select the desired template from the drop-down menu in the Email and/or SMS Template columns.
- Once done, click Save.
Now when a caller results a contact with that Result Code, the contact will be sent either an email and/or an SMS message depending on your configuration.