This guide outlines the steps for setting up filters and scheduled emails. Set up and configure a filter with one or more conditions. Schedule the sending of the message on a specific day or time. How to Create a New Filter? 1. Click on Subscribers2. Click on the icon...
My Visp
Update your VISP Profile to ensure that your statements and portals contain your contact information. Setup your automated payment to VISP and view your account history. To open this panel, go to the Menu, select General, and click on My VISP.
Setting up My Profile
How to Reset Your Visp Web App Password
Add New Employees to VISP
Configure Email Settings and Send Email Messages
Internationalization: Language and Currency
Time Zone
Articles
Source and Source Details
When adding a prospect or subscriber, manually or via an online signup form, you can enter the Source and Source Details . The "Source" field asks customers how they learned about the service, whether through the company's marketing efforts or a personal...
User Authentication (MFA / SSO / Email)
This feature aims to enhance the security of Visp by implementing a Single Sign On (SSO) and Multi-Factor Authentication (MFA) mechanism with an Email Login Notification feature. SSO allows users to log in once and gain access to the Visp Web App without needing...
Scheduled Emails
Email scheduling can be divided into two categories -- based on their triggers and purpose . Timed Trigger Scheduled sending involves time-based emails. These messages are sent on specific dates and times chosen by the user. A use case is the ability to deliver emails...
Add and Remove Users in Visp
Adding new Users to the system is easy. Here are typical roles and permissions when you add new users to Visp: Standard users can add customers, bill them, send notifications, create tickets, add equipment, and assign packages or services. Technicians are standard...
Internationalization: Language and Currency
If your ISP is located outside the United States, let the Visp Client Success team know to update your account with supported currency and language options. Developers can then modify the Account Manager and sign-up page to display languages like Spanish and French....
My Profile
The My Profile section in your My Visp page is crucial. Here, you can update your profile picture, name, password, and email. This information is important because as you make changes in the system, it's saved in logs and transaction history, including edits to...
Welcome to Visp!
1. Here's an overview of your Onboarding Journey Important Tips for Your Portal and Email Settings During Onboarding 2. VIEW PAGEWhite-Label your VISP Account Manager and Signup Portal White-label your VISP Signup Portal or Account Manager link To point a domain or...
Configure Email Settings and Send Email Messages to Your Customers
1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page. 2. Click on General. Select My Visp 3. Click on the pencil icon in the Primary Contact section. 4. Separate additional email addresses with commas in the "Email" field. 5. Save...
How to Reset Your Visp Web App Password
1. Go to the Login Page 2. Click on "Forgot your password?" 3. Enter your Username 4. Type in highlight 5. Click on Password Reset 6. Click on highlight 7. Click on Request Reset Link 8. Click on 2 new 9. Click on VISP Password Reset link 10. Click on Print all 11....
How to Access Your RingCentral/Glip Live Support Channel
1. Open RingCentral.com on your browser. 2. Click on Create your free account 3. Click on 16 or older 4. Enter your company email address. 5. Click on Sign up 6. Click on Activate your RingCentral Video account 7. Click on Activate account 8. Input your First Name 9....
Add New Employees to VISP
To View, Search, and Manage Current Users Go to the Menu Click on Users To search for a specific user, type the name, username, or IP address in the search field. You can filter to see All Users or switch between Active and Inactive users. You can set the user as...
Invoicing
Your billing system is made easier with VISP — just take note of these important items: There are now two types of billing cycles in VISP - Fixed and Flexible. Fixed billing means you schedule invoicing to happen on a specific day of the month for all of your...
Auto Actions
Auto actions are simply automated actions, designed to streamline recurrent processes such as non-payment suspension. Automating them would ensure consistency and lessen the chances of error. To set it up, go to the Main Menu > Billing Tab > Auto Actions. Tick...
Payment
Accounting Controls Accounting controls allow you to select different options when closing invoices and affect how statements will be displayed. To access it, go to the Main Menu > Billing > Invoicing > Accounting Controls. Closing an Invoice Toggle or...