How to Enable SMS for Callers

SMS in Vanillasoft allows Callers to send and receive one-to-one text messages directly from their assigned VoIP number, making it easier to follow up with contacts, confirm details, and keep conversations moving between calls.

SMS requires an active Vanillasoft VoIP line. If your account does not yet have VoIP enabled, contact the Sales team to get started at. Once VoIP is active, SMS can be enabled for individual Callers by an Admin.

Enable SMS for Callers

  1. Log in to Vanillasoft as an Admin. 

    • If you are logged in as a Caller, switch to Admin from the top menu.

  2. From the top menu, select Users.
    Users menu

  3. Search for the user by entering their Username, then press Enter.
    Search user

  4. Click the Username to open the user profile.

  5. Select the VoIP Line Configuration tab.

  6. Check the SMS Text Messaging checkbox to enable SMS for this Caller. 

  7. Click Save to apply the change.

  8. Click Close on both confirmation messages:

    • User dialing information updated successfully
    • This user must re-login for these changes to take effect

 

Once SMS is enabled, the Caller must log out and log back in before the change takes effect.

Next, review SMS Opt-Out and Troubleshooting SMS Delivery Issues to ensure your SMS usage follows carrier requirements and delivers reliably.

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