Getting Started with Vanillasoft

When your Vanillasoft account is created, you will receive a welcome email containing a temporary password. You will use this to log in for the first time and set your own password.

1. Navigate to vanillasoft.net.
   

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2. Enter the email address you used to register for Vanillasoft in the username field.
   

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3. Enter the temporary password from your welcome email in the password field.
   

   • If you did not receive a welcome email, check your spam or junk folder. If you still cannot find it, contact Vanillasoft Support.

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4. Click Log In.
   

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After logging in with your temporary password, you will be prompted to set a new password before continuing. Your temporary password will already be entered in the current password field.

1. Enter your new password in the New Password field.
   

   • Your new password must meet the following requirements:

     • At least 8 characters.

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     • At least one lowercase letter.

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     • At least one uppercase letter.

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     • At least one number.

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     • At least one symbol.

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     • Different from your username.

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     • Different from your previous password.

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2. Enter your new password again in the Retype Password field.
   

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3. Click Submit.
   

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Your password is now set and you will be logged in to Vanillasoft. To confirm your new password works, it is recommended to log out and log back in using your new credentials before continuing with your setup.

Now that you are logged in, your next steps will depend on how your account is configured. Vanillasoft accounts are set up with either Admin access or Caller access. Admins have full control over account configuration, while Callers are set up to dial and work leads. Either way, the articles below will help you get up and running as quickly as possible.

Set Up Your Tools

• Install or Update VS Connect: Set up VS Connect, the desktop dialing application used to make and receive calls through Vanillasoft.

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• Connecting Your Email Account in Vanillasoft: Connect your email account so you can send and track emails directly from Vanillasoft.

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• Setting Up SMS in Vanillasoft: Set up SMS so you can send and receive text messages with your contacts.

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Get Your Data Ready

• Importing Your Contacts into Vanillasoft: Learn how to import your lead or contact list so you can start dialing right away.

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Create Your Templates

• Creating an Email Template in Vanillasoft: Set up reusable email templates to send consistent, professional messages to your contacts.

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• Creating an SMS Template in Vanillasoft: Set up reusable SMS templates for quick, consistent text outreach.

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Send Your First Message

• Sending an Email to a Contact in Vanillasoft: Learn how to send an email to a contact directly from the dialing screen.

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• Sending an SMS to a Contact in Vanillasoft: Learn how to send a text message to a contact and manage the conversation in Vanillasoft.

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Set Up Your VoIP Phone

• Star Codes Reference Guide for VS Connect: A complete reference of star codes available in VS Connect for quick access to calling features.

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• Setting Up Your Voicemail in the Vanillasoft VoIP Portal: Configure your voicemail greeting and settings so callers can leave messages when you are unavailable.

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• Using the Updated VoIP HUD (Heads-Up Display): Learn how to use the HUD to manage calls, monitor agents, and track phone activity in real time.

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• Call Monitoring in Vanillasoft VoIP: Learn how to use Spy, Whisper, and Steal to monitor and support your agents during live calls.