Documentation Series

Learn About VISP App Dashboard

Help Documentations / Source and Source Details

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 recommendation.

How to Enable Source and Source Details Feature?

1. Click the nine-dot menu in the upper right corner to open the Visp Admin Page.

2. Click on CRM

3. Select Marketing

4. Toggle or put a check in the “Display Marketing Source and Source Details” box.

Identify Source and Source Details

5. Verify and Populate the Source and Source Details
Use the Source and Source Details fields to attribute a sale or customer onboarding to a specific salesperson, event, or marketing campaign.

6. Select Source
Click on the Source Field to view available channels or options.

7. Add Source Details
This can include details such as the specific sales person, webpage, or article where the referral was mentioned, the date of the referral, or any additional context that helps identify how the person became aware of the package or service.

Click on the Source Details to input more specific information about how the referral occurred.

How to add channels or options in the list of “Sources”?

8. Click the nine-dot menu in the upper right corner to open the VISP Admin Page.

9. Click on CRM

10. Select Portals

11. Go to Online Signup

12. Click on Source Details in the Additional Information section.

13. Input a New Source
Click on the Save icon, to record the new Source.

14. Click on the X icon to close the panel.

View Reports on Marketing Source and Source Details

15. Click on Reports from the sidebar, and Select Marketing

16. Click and open Marketing Source Details Based on Setup Date Statistics Report (Date Bound)

17. If managing multiple-brands, select your ISP or brand from the dropdown.

18. Click on the date field, and use the dropdown to select a date or range.

19. Check the number of subscribers added in Visp from these sources.
Calculate the residuals or sale coming from each of the sources manually.

💡 For more information about this and all other features in Visp, reach out to your Visp Client Success Team today.
Phone: 541-955-6900

Email: success@visp.net

Open a ticket via www.visp.net/ticket

💡 Tags and Questions / Additional Information
Keywords: source and source details, marketing source, referral source, how to add referral sources

This workflow will answer the following questions:

1. How to enable source and source details.

2. How to populate the source and source details.

3. How can the referral or referrer be identified, and how can a referral system be created?

4. Can you use the marketing source as a referral source? Yes.

5. How to view the list of marketing sources and details through your report.

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…