1-541-955-6900

success@visp.net

Login

Documentation Series

Learn About VISP App Dashboard

Help Documentations / My Visp / Marketing Source

Marketing Source

For UBO or desktop (Java) version, refer to this link.

Gather marketing details to analyze where your subscribers learned about your ISP or the reasons why they want to cancel their account.

In the Main Menu > CRM > Marketing, there are two marketing details that you can gather in VISP if you enable the setting: Marketing Source and Source Details, and Cancellation Survey.

Marketing Source - VISP App

Marketing Source and Source Details

Marketing Source and Source Details are used when you want to know which marketing source engaged a subscriber and told them about your ISP.

When you enable the Display Marketing Source and Source Details checkbox, the Source and Source Details drop-downs will be displayed in the lower tab of the Subscriber section.

Marketing Source - VISP App

In the Subscriber tab, you can select the default Source options that are already available. However, if you want to add another option that is not on the list, simply click New… and a pop-up window allows you to enter a new Source option.

Marketing Source - VISP App

Each Source option has its corresponding Source Details.

Marketing Source - VISP App

Upon selecting a Source, the Source Details drop-down menu will automatically display all previously entered details that belong to the Source. If you cannot find the detail that you are looking for, you can simply enter a new detail into the drop-down field. If no previously entered detail is detected, it displays as a blank field and you can customize it.

Cancellation Survey

A cancellation Survey is used when you want to know why your subscriber is canceling their account. When you enable the Display Cancellation Survey checkbox, the survey will be displayed when you are deleting a subscriber.

Marketing Source - VISP App

Clicking on a drop-down will automatically display all previously entered cancel details. If you cannot find the detail that you are looking for or there are no previously entered details available, you can simply click New… to add a new detail.

To get the complete details of the marketing data gathered from your subscribers, access the marketing reports in the Main Menu > General > Reports > Marketing.

Welcome to 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..

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 > Auto Actions. Tick the “Set the…

Forms

Personalize the appearance of your invoices, statements and receipts, which includes adding logos and personalized messages. Invoice Message – Message that will appear in subscribers’ invoices. Statement Message – Message that will appear in subscribers’ statements….

Time Zone

For UBO or desktop (Java) version, refer to this link. Set the time zone being used by your ISP to customize the date and time logs throughout VISP. Go to the Main Menu > Timezone Select from the available time zone options listed in the drop-down menu. The date…

Application Security

For UBO or desktop (Java) version, refer to this link. To enable additional access security for your subscriber and ISP data, specify the default IP range for network locations from which application users (App Users) can access VISP. Note: You should be an Admin User…

Marketing Source

or UBO or desktop (Java) version, refer to this link. Gather marketing details to analyze where your subscribers learned about your ISP or the reasons why they want to cancel their account. In the Main Menu > Marketing, there are two marketing details that you can…

Mail Delivery

The mail servers provided by VISP are included by default with your service. Your single and mass emails are delivered via the same mail servers. To ensure and improve email delivery from the VISP.NET mail server, create an SPF record for your domain. If your domain…

Custom Fields

For UBO or desktop (Java) version, refer to this link. Set up Custom Fields to track all types of subscriber data that do not have corresponding default VISP fields. You can hide fields, select formatting, choose display color, set data type, rename the field or…

Resetting VISP App User’s Password

Did you or a team member forget the login and password to the VISP software? There are three ways to solve this problem and login again to the software. 1. Click on “Forgot your password?”. Provide your VISP username and the email address on file for your account. 2….

Setting up and Managing Application Users

Add App Users to VISP You may have associates who require access to the software. As the administrator, you can make them Application Users – that is, you can let them use the software but only with certain rights that you get to choose for them. For example, you want…

My VISP

My VISP settings include primary contact, billing contacts, payment information, and account history. You can also pay your remaining balance amount in this window. To update this information, go to Main Menu > My VISP. Primary Contact Most of this information is…

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…

Aw Snap, Timeouts, or Out of Memory Errors

Troubleshoot and Resolve the Aw Snap: Out of Memory Error. Do you see: A blank, white space when opening the VISP Web App. Timeouts or memory errors when you open specific pages.

Configure Email Settings and Send Email Messages to Your Customers

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…

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 > Payments > Accounting Controls. Closing an Invoice Toggle or select how you want…

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….

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…

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…

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…

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….

Workflow: Filters and Scheduled Emails

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

My VISP

My VISP settings include primary contact, billing contacts, payment information, and account history. You can also pay your remaining balance amount in this window. To update this information, go to Main Menu > General Tab > My VISP. Primary Contact Most of this…

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…
?