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Appointment Setting & Calendar
- Allow a User to Schedule Appointments
- Appointment Setting in VanillaSoft
- Change Information Displayed in Calendar
- Configuring Calendar Viewing Access
- Create a Result Code to Schedule an Appointment
- Google or Outlook 365 Calendar Not Syncing With VanillaSoft
Articles for US Health Agents
See all articlesCaller Workflow
- Activity History
- Can I Pause Auto-Dialing?
- How to Add a Comment to a Contact
- How To Switch Projects or Teams
- Implementing Proximity Searches
- Keyboard Shortcuts
Contact Management
- Adding a Single Contact into your VanillaSoft Project
- Assign Contacts to a User
- Copy Contacts To a Different Project
- CSV File Import Issue - Semi-Colon Separators
- Data Retention and Recovery
- Delete Contacts Using a Contact Management Query
Email Connectivity
- How to Disconnect and Reconnect your Email Account
- Setting Up Your Email Account
- Email Security: A Guide to SPF, DKIM, DMARC, and BIMI
- Troubleshooting Domain Verification Issues
- Verifying an Email Domain in VanillaSoft
- Free Email Server Settings
Email Use and Configuration
- Add an Unsubscribe Link to Email Templates
- Configuring Lead Status Change Notifications
- Email Templates: A Complete Breakdown
- How to Add Images to Email Templates and Call Scripts
- How to Assign Email Templates to Teams
- How to Attach Files to Email Templates
Page Layout
- Add VoIP HUD to Contact Page
- Adding an SMS Tab to Your Caller's Page
- Best Practices for Importing Content from Microsoft Word to VanillaSoft
- Configure Call History Visibility
- Data Collection Prompts for Result Codes
- Email Template Not Available to Callers
Payment Gateway
- Configuring Braintree Payment Gateway in VanillaSoft
- Configuring Stripe Payment Gateway in VanillaSoft
- Configuring CyberSource Payment Gateway in VanillaSoft
- Payment Gateway Integrations
- Configuring PayPal Payflow Payment Gateway in VanillaSoft
- Configuring Bluefin PayConex Payment Gateway in VanillaSoft
Project Customization
- Assign a Call Script to a Team or Lead Status
- Automatic Email and SMS by Result Code
- Character Limits in VanillaSoft
- Configure your Project for International Dialing
- Copy a Call Script from one Project to Another
- Create Result Codes in your VanillaSoft Project
Purchase Contacts
- Purchase Contacts FAQ
- What is Purchase Contacts?
- Purchase Credits for Purchasing Contacts
- How To Purchase Contacts
- Enable Purchase Contacts Section
Reporting & Dashboard
- Accessing Mass Email Campaign Stats
- Allow Callers Access to Reports
- Building a Legacy Report in VanillaSoft
- Calculating Login Hours in VanillaSoft
- Email Status Reports
- How to Export Contact Changes
Routing Filters
- Assign an Intellective Routing Filter
- Copy an Intellective Routing Filter Priority
- How to Create Geolocation Filters
- Routing Filters Overview
- Using VanillaSoft's Dynamic Date Filtering with Intellective Routing
Routing Queue
- Adding Intellective Routing Filter Information to Call Scripts
- How to Apply and Manage Routing Filters as a Caller
- How to Configure Routing Order of Contacts
- How to Create an Intellective Routing Filter
- How to Move to the Next Contact
- Intellective Filter Caller Access
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
- Easy Steps to Whitelist VanillaSoft in Your Gmail Account
- How to Set up Dialing with Bria softphone
- How to set-up dialing with Ring Central and IP phone
- How To Setup Dialing with BroadSoft
- How To Setup Dialing with Skype
- Receiving 'Page Cannot Be Displayed' Error When Dialing with Skype
User Management
- Managing Caller Permissions for Switching Projects and Teams
- Account Types in VanillaSoft
- Assign a User to a Project and Team
- Change User Calendar Color
- Changing a Multi-Factor Authentication (MFA) Verification Phone Number
- Customize My Contacts Page
VanillaSoft VoIP
- Adding a VanillaSoft VoIP Line to a User
- Call Recordings in VanillaSoft: A Comprehensive Guide
- Disable "This Call May Be Recorded" Message
- Exporting Call Recordings
- Firewall Settings for VanillaSoft VoIP
- Getting Started with SmartCaller ID
Webleads & Integration
- Accessing Gong Recordings and Analytics
- Agency Incline Integration with VanillaSoft for Incoming Web Leads
- AllWeb Integration with VanillaSoft for Incoming Web Leads
- Apollo Interactive Integration with VanillaSoft for Incoming Web Leads
- Bantam Integration with VanillaSoft for Incoming Web Leads
- Benepath Integration with VanillaSoft for Incoming Web Leads