1. Click on Subscribers2. Search for the subscriber or select from the list.3. Click on Packages & Invoices4. Click on the three dots.5. Select New QuoteAdd a Package to a Quote 6. Add a Package or an Item by clicking on the either buttons.7. Select the item or...
Subscriber
Go to the menu, and open the CRM tab. Here you can edit your Message Templates and configure the Messaging Services for subscriber notifications.
Add a Prospect or Subscriber
Add a Package to a Prospect or Subscriber
Validate Subscriber Address
Enable Email Notification for New Signups
Send a Mass Email
Scheduled and Triggered Emails
Account Manager and Signup Portal
(Workflow) Archive Subscribers
Subscriber Tickets
Subscriber Payment Workflow
Articles
Add a Package to a Prospect or Subscriber
1. Click on Subscribers 2. Search for the subscriber or select from the list. 3. Click on the plus icon in the Packages/Services section. 4. Using the pop-up list of Packages/Services, select a package. 5. Click on Add and Configure How to Set the Bill Start Date and...
Details on the Different Options in Avalara
Extensions > Avalara > Configuration Items : Additional InfoSandbox: Default toggle for a newly setup account with Avalara Live: The Avalara Onboarding team will assess the account, if it’s valid for production after the ISP meets all the requirements for going...
Create and Customize a Filter
To add a new filter in VISP, do the following: Go to your Subscriber's list. Click on the search bar, and hit New Filter. In the first field, identify the source of the data. In the second field, identify the operator. Lastly, enter the value or criteria you want to...
Mass Email Editor
How to Open Mass Email Editor To send a mass email with the use of Filters, first launch your Mass Email Tool. Go to the Menu Click on the CRM tab Go to Message Templates Email Delivery and Automation There are two types of email delivery in VISP, and you can...
Add a New Filter
Add a New Filter - Visp Documentation To add a new filter in VISP, do the following: Go to your Subscriber's list. Click on the search bar, and hit New Filter. In the first field, identify the source of the data. In the second field, identify the operator....
Process NACHA Payments
Does your bank support NACHA? It’s a quick, secure, and reliable payment gateway through the National Automated Clearing House Association (NACHA) network. Why process your customers’ eCheck payments via NACHA? low transaction fees (contact your bank), quick...
Validate Subscriber Address
To verify the addresses of your customers and make sure that they're in the right location on the map, you can do the following #1: Use Auto-Suggest - You can enter the full address of the customer or the coordinates in the Address 1 field of their Primary or Billing...
Add Customers to VISP
There are two common ways to enter customer information in VISP By manually entering the customer information or Using the signup form. Let's first discuss manually adding customer information to the VISP software. Click on the plus sign + in the upper-right corner of...
Portal Alerts or Notifications
You can now display alerts or messages on your subscribers’ portal. To enable the feature, and post an alert or message, follow these steps: Go to the Menu Click on the CRM tab Go to Message Templates Select the Customer Portal Message option. Select a template from...
SMS Auto–Responder
The auto-responder feature allows you to create and present a user-friendly self-service menu for your customers who communicate via text or SMS. This feature allows your customers to get more information, list tickets, do essential account management, and access...
Allow Customers to Create Their Passwords
For PCI compliance customers are given the ability to create a password for their account when they are first added to the system. When a new user is added to VISP, a password reset link is sent to the customer's email address so that the customer can create a...
Enable Email Notification for New Signups
You can get notifications emailed to you or your team when a new subscriber signs up for service. This is an internal message only, and cannot be edited. To access the feature, Main Menu > My Visp. In the My Visp panel, click on the pencil icon in the Primary...
Send Text Messages (SMS)
Important Notice Regarding Twilio Messaging and A2P 10DLC Compliance The Visp Web App is configured to work with Twilio for SMS messaging. However, recent changes to U.S. regulations require businesses to register their messaging use cases with Twilio under the A2P...
Deleting a Subscriber
For UBO or desktop (Java) version, refer to this link. Note that deleting a subscriber means cutting his or her entire account from VISP, so he or she will not be able to access any of your services at all. We advise that you consider a ‘grace period’ before deleting...