Re-Routing Contacts in VanillaSoft

This guide shows Admins how to use VanillaSoft's re-flagging feature to reconnect with contacts who aren't currently in the calling queue. Re-flagging can help you:

• Follow up with qualified leads: Reach out to interested contacts who need more time to decide.
• Prioritize previously flagged contacts: Move contacts with a future follow-up date to the top of the queue for immediate outreach.

Before You Begin

• Only Admins can re-flag contacts.

Steps to Re-Flag a Contact

1. Log in as an Admin and select the Project containing the contacts.

   ---

2. Go to Contacts & Reports > Contact Management.

   ---

3. Build Your Query:
   • Click Build a New Query or choose an existing saved query.
   • Select the fields you want to use for filtering (hold Ctrl/Command to select multiple).
   • Move chosen fields to Selected Fields area using the right arrow button.
   • Set up any additional filters needed using the Filter and Value drop-downs.

   ---

4. Click Run Query to display results.

   ---

5. Re-flag the Contacts
   • Click Perform Task once results load.
   • Select Flag Contacts from the menu.

   ---

6. Confirm and Re-flag
   • A confirmation message will appear. Click Confirm to proceed.
   • You'll see a "Flagging Completed" pop-up. Click Close to finish.

Your contacts are now re-flagged and added back to the calling queue.  More information on queries can be found in the Update Contacts Using a Contact Management Query article.

Important Notes

• Contacts marked as "Closed" cannot be re-flagged. See the Reopening Closed Contacts in VanillaSoft article for instructions on reopening them.
• Re-flagging automatically prioritizes contacts, making them available for immediate outreach.

By following these steps, you can effectively re-engage with valuable contacts and keep your VanillaSoft pipeline moving forward.