Settings
By VipeCloud Support and 1 other2 authors38 articles
- Forgot Password / Can't Log In
- Email Sync & Domain Setup
- Free Email Address Drawbacks
- How To Fix Apple Mail Blocks (Local Policy Bounce)
- Customize Your Sidebar
- Customizable Item Layouts
- Guide To VipeCloud Payment Fees
- Quick Actions
- Add VipeCloud To Your Safe Senders List
- Changes To Delivering To Gmail Users In 2024
- Refer Customers
- Set Your Login Page
- Unsubscribe Link Settings
- How To Get Email Notifications For Clicks & Opens
- Sidebar Walkthrough
- Notification Settings
- Walkthrough of VipeCloud's Settings
- Sign Up For VipeCloud Affiliate Program
- How To Use Chat Widget For Support
- Managing Your Multi-Seat Account's UsersHow to view seats, add, pause, delete and reinstate users, transfer a deleted user's records to a teammate, access a user's account, set up teams, and manage billing.
- Understanding Your Member-Level User Account in a Multi-Seat VipeCloud Account
- Campaign Registry Form Best PracticesHow to collect text opt-ins, make your website compliant, set account-wide registration defaults on the Texting Setup page, and fill out and submit the Campaign Registry form.
- How To Add a Custom Icon to a Mobile Landing Page Shortcut
- Sub User Content Transfer Guidelines
- Joining an Existing VipeCloud Account: How To Activate Your User Login
- Bottom Navigation Bar in the Mobile App
- How to Mass Update Contacts Using a CSV Re-Import
- How To Use User Merge Tags To Future-Proof Your Template Updates
- How to Share Templates With Another VipeCloud Account (External Sharing)
- How To Make Custom Field Rows Easily Readable
- How to Organize Your Custom Fields with Categories
- How To Use Tags To Organize Your Contacts
- How to Organize and Manage Templates In Folders
- Settings: Customize Your CRM SetupA walkthrough of the Customize page in Settings, covering object display names, fields, layouts, pipelines, tasks, and general account settings.
- Email Settings Page WalkthroughEmail Settings: signature, office address, delivery, privacy policy, and advanced email settings.
- How Field Governance Works
- How to Use Lookup Fields to Link Records and View Related ContactsHow to create a Lookup custom field, link records with it, filter by it, and use the View Lookup Contacts column to see related contacts from the Accounts or Opportunities…
- Duplicate Prevention in VipeCloud: Matching, Unique Fields, and Unique RulesHow VipeCloud decides whether a contact already exists, how to mark fields unique, and how to create Unique Rules that treat a combination of fields (such as Email + Brand)…