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Learn About VISP App Dashboard

Subscriber / Send Text Messages (SMS)

Send Text Messages (SMS)

Create a Twilio Account

The Short-Messaging-Service (SMS) feature in VISP allows you to send text messages to your customers, technicians or vendors.

To set this up, you must first create a Twilio account. Go to https://www.twilio.com/try-twilio and register, or login via https://www.twilio.com/login to use an existing Twilio account.

After signing in to your Twilio account, go to your dashboard.

Get Your Phone Number, Account SID and Auth Token

On your dashboard, do the following:

  1. Get a new phone number from Twilio, or use the limited trial number if you’re simply testing the service. If you have an old number you want to use, you can port it over to Twilio.
  2. Get a copy of your Account SID and Auth Token.

Note: Porting a phone number can take up to four weeks to finish.

To buy a new phone number, go to Phone Numbers > Manage > Buy a number

Enable Self-Service Links

To set up the ability for your customers to receive notifications on their ticket numbers and account balance, enable the messaging webhook on Twilio. Follow the instructions below:

After buying a phone number from Twilio or after setting up your limited trial number, go to your Active Numbers list, by clicking on Phone Numbers > Manage > Active Numbers, on the left sidebar.

Next, click on your phone number to open the configuration page. Scroll down to get to the Messaging section.

In the section that says, “A message comes in,” make sure the dropdown option says Webhook and then add a link to the next field that points to https://coms.visp.net/twilio-receiveMessage/

IMPORTANT: The complete link should contain your VISP ID. To get your VISP ID, contact your VISP success team via chat or through email at success@visp.net.

Your final URL should display something similar to this example: https://coms.visp.net/twilio-receiveMessage/123456

Setup VISP Integration

Go to your Menu and select the Messaging Service feature.

In the Messaging Service window, click on the pencil icon to edit the Twilio option in VISP.

In the Twilio Configuration page, do the following:

  1. Enable Twilio (SMS)
  2. Enter your Account SID
  3. Enter your Auth Token
  4. Add your Twilio Number
  5. Save your work when done.

A separate window will open that completes the setup.

Sending SMS

To test if the setup is successful, do the following:

  1. Go to your Subscriber’s list, hover and click on the vertical ellipsis on the subscriber you want to send a message to.
  2. Click on Message Subscriber in the selection.
  3. A window will open. Click on the SMS radio button.
  4. Write your message.
  5. Save or Send your work.

Receiving Replies on Tickets via SMS

Here are some of the commands accepted by your Twilio phone number, to allow customers to check ticket status or reply to existing tickets.

The command below allows your customers to reply to existing tickets in VISP

TICKET REPLY , e.g. TICKET 12345 REPLY Thanks for the update!

The command below allows your customers to check on the status or updates from a ticket.

TICKET e.g. TICKET 12345

The command below allows your customers to view their current balance.

BALANCE

The command below allows your customers to process and pay for their bills through the VISP portal.

PAYNOW

Your customers can get their ticket numbers and details from their account management portal, or you can do a notification blast to your customers containing their ticket numbers.

At the moment, creating tickets can be done via email only, or by having your staff internally creating the ticket from customers that text or send their questions or requests via SMS.

1. 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, first click on the menu (9-dots menu). Then click on My Visp. In the My Visp panel, click…

2. Send Text Messages (SMS)

Create a Twilio Account The Short-Messaging-Service (SMS) feature in VISP allows you to send text messages to your customers, technicians or vendors. To set this up, you must first create a Twilio account. Go to https://www.twilio.com/try-twilio and register, or login…

3. Send to VISP Print House Automatically

You can now schedule invoices to be sent to the VISP Print house for printing. The VISP print house handles sending paper invoices to your subscribers. To enable the setting, go to the Menu. Click on Invoicing. Click on Paper Invoice. Under Print House Schedule, put a…

4. 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…

5. Private: Send to VISP Print House Automatically

You can now schedule invoices to be sent to the VISP Print house for printing. The VISP print house handles the sending of paper invoices to your subscribers. To enable the setting, go to the Menu. Click on Invoicing. Click on Paper Invoice. Under Print House…

6. Send a Mass Email

For UBO or desktop (Java) version, refer to this link. The Mass Email feature allows you to select a list of subscribers and send an email to them all at once. Here is how you schedule a mass email: Open the subscriber’s list. Click on the hamburger menu and select…

7. Scheduled and Triggered Emails

A scheduled email is a message that goes out to your subscribers on a specified date and time. A trigger, on the other hand, is sent when a specific event or action happens, (e.g., when a subscriber’s credit card is expired.). To open the feature where you can select…

8. Attach Files to Emails

If you need to send an email to a particular subscriber and attach files to it, you can do it directly within VISP. If you’re sending a mass email, click on the hamburger menu in the subscriber’s list and select Email this list. Once the email editor is open, you’ll…

7. Filters

For UBO or desktop (Java) version, refer to this link. If you are keeping track of or performing the same set of operations to a specific list of subscribers, the saved filters will be a convenient way to handle them. To add or edit your subscriber’s filters in VISP,…

8. Add Prospects or Subscribers

For UBO or desktop (Java) version, refer to this link. Service deactivation applies to individual services. When a service is deactivated it does not affect another. However, if the package only contains one activated service, the package would become inactive once…

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