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 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.

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.

Each Source option has its corresponding Source Details.

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.

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.

1. 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…

2. 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…

3. 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…

4. 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….

5. 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…

6. 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…

7. 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…

8. 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…

9. 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…

10. 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….

11. 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…

12. 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…

13. 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…

14. 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.

1-541-955-6900

success@visp.net