Settings
By VipeCloud Support and 1 other2 authors34 articles
- How to Manage or Turn Off the What You Missed Recap EmailThe What You Missed email is a recap of the unread texts, chats, and Suite posts you missed, sent on weekdays by default. Here you'll learn how to turn it…
- Forgot Password / Can't Log InHow to reset your VipeCloud password, what to do when the reset email or your verification code doesn't arrive, and how to fix login problems after a reset.
- Email Sync & Domain SetupInbox Sync and a verified sending domain both let your email send as your own domain. Here you'll learn how to choose between them, add and verify a sending domain,…
- Free Email Address Drawbacks
- How To Fix Apple Mail Blocks (Local Policy Bounce)
- Customize Your Sidebar
- Customizable Item Layouts
- Guide To VipeCloud Payment Fees
- Add VipeCloud To Your Safe Senders List
- Changes To Delivering To Gmail Users In 2024
- Set Your Login PageYour login page is the page VipeCloud opens first each time you log in. Here you'll learn how to pick the page you want to land on, such as your…
- Notification Settings
- Custom Fields 101How to open the Fields page, edit standard fields, create a custom field (including Dropdown, Picklist, and Lookup fields), set required, unique, placement, visibility, and mapping options, and decide between…
- Sign Up For VipeCloud Affiliate ProgramThe VipeCloud Affiliate Program pays you a commission when people you refer become paying customers. Here you'll learn how to join, find and share your referral link, and how commissions…
- How To Use Chat Widget For Support
- 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 ShortcutWhen someone saves your landing page to their phone's home screen, the shortcut can show your own icon instead of a generic one. Here you'll learn how to add the…
- 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-ImportA CSV re-import updates existing contacts in bulk by matching them on email, mobile phone, or another unique field. Here you'll learn how to prepare the file, run the re-import,…
- How To Use User Merge Tags To Future-Proof Your Template UpdatesHow to create a user merge tag, insert it into email and text templates, link text to it, and update its value in every template at once.
- How to Share Templates With Another VipeCloud Account (External Sharing)
- How to Organize Your Custom Fields with CategoriesHow to create custom field categories, move fields into them, assign a category to a new field, set who can see a category, and choose whether a category displays in…
- How To Use Tags To Organize Your Contacts
- How to Organize and Manage Templates In FoldersFolders keep your templates and files organized, with a Folders pane that shows every folder as a tree. Here you'll learn how to browse and create folders, move templates and…
- 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 WalkthroughThe Email Settings page holds your signature, office address, sending domain status, privacy policy, and advanced email settings. Here you'll learn how to update each section, from your signature to…
- How Field Governance WorksHow to turn on change tracking and locking for a custom field, what a locked field looks like when you edit a record, how an admin changes a locked field,…
- 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)…
- What happens when I cancel my VipeCloud account, and how can I prepare for and reactivate it?How to prepare for cancelling your VipeCloud account, what happens when it is disabled, and how to reactivate it, including plan choices, seat count, Vipe AI, and the FSE setup…
- Getting Started With VipeCloudGetting started in VipeCloud depends on whether you're setting up the account or joining a team. Here you'll learn how to find your way around, set up your account as…