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Appointment Setting & Calendar
- Allow a User to Schedule Appointments
- Appointment Setting in VanillaSoft
- Change Information Displayed in Calendar
- Create a Result Code to Schedule an Appointment
- Google or Outlook 365 Calendar Not Syncing With VanillaSoft
- How do I add an external agent calendar to set appointments to?
Articles for US Health Agents
See all articlesCaller Workflow
- Activity History
- Can I Pause Auto-Dialing?
- Can I Skip a Contact?
- Getting Logged Out of VanillaSoft
- How Result Actions Route
- How To Add a Comment
Contact Management
- Adding Attachments to a Contact
- Assign Contacts to a Team
- Assign Contacts to a User
- Configure Contact's Time Zone
- Copy Contacts To a Different Project
- CSV File Import Issue - Semi-Colon Separators
Email Connectivity
- How to Disconnect and Reconnect your Email Account
- Setting Up Your Email Account
- Email System Update
- Troubleshooting Email Domain Verification
- Email Service Update FAQs
- Verify an Email Domain
Email Use and Configuration
- Add an Unsubscribe Link to Email Templates
- Attach a File to an Email Template
- Can I attach documents to my mass Emails?
- Copy Source URL
- Error: Problem Enabling Mass Email
- How do I insert a link in an Email Template or Call Script?
Page Layout
- Add SMS Panel
- Add VoIP HUD to Contact Page
- Custom Field Creation and Configuration
- Data Collection Prompts for Result Codes
- Email Template Not Available to Callers
- Hide Call History
Payment Gateway
- Configure Payment Gateway for Stripe
- Configure Payment Gateway for CyberSource
- Payment Gateway Integrations
- Configure Payment Gateway for PayPal Payflow Link
- Configure Payment Gateway for Bluefin PayConex
- Configure Payment Gateway for Blackbaud Merchant Services
Project Customization
- Add File to Document Library
- Assign a Call Script to a Team or Lead Status
- Automatic Email and SMS by Result Code
- Character Limits
- Copy a Call Script from one Project to Another
- Customizing Phone Fields
Purchase Contacts
- Purchase Contacts FAQ
- What is Purchase Contacts?
- Purchase Credits for Purchasing Contacts
- How To Purchase Contacts
- Enable Purchase Contacts Section
Reporting & Dashboard
- What do the different colored balls mean on the dashboard?
- Allow Callers Access to Reports
- Email Status Reports
- How do I see how many dials per hour my callers are making?
- How is Login time calculated?
- How to Export Contact Changes
Routing Filters
- Advanced Mode Routing Filters
- Assign an Intellective Routing Filter
- Copy an Intellective Routing Filter Priority
- Geolocation Filters
- How to Use Point-to-Point Proximity Routing Filters
- Intellective Routing Filters
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 To Configure Calling Periods
Salesforce Integrations
- Salesforce Object Mapping: Event Mapping
- Salesforce Object Mapping: Task Mapping
- Salesforce Object Mapping: Activities Configuration
- Salesforce Object Mapping: Custom Object Mapping
- Salesforce Object Mapping: Opportunity Mapping
- Salesforce Object Mapping: Contact Mapping
Third-Party Providers
- How to install Test Controls in IE
- How to Set up Dialing with Bria softphone
- How to set up recording with Skype
- How to set-up dialing with Ring Central and IP phone
- How To Setup Dialing with BroadSoft
- How To Setup Dialing with Skype
User Management
- Account Types in VanillaSoft
- Allow or Prevent Project and Team Switching Ability
- Billing Cycle Information
- Change User Calendar Color
- Configure User Restrictions
- Customize My Contacts Page
VanillaSoft VoIP
- Assign an existing VoIP Line to User
- Assign VoIP Line to Different User
- Copy VMDrop Recordings To Another User
- Create a VanillaSoft VoIP Line for User
- 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