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Step 2: Create Your List
Before you can send an email out through VerticalResponse, you’ll need to get your list
ready to go. You can have as many lists in your account as you need. These lists will be
built from your Salesforce Lead & Contact records.
It’s important to note that VerticalResponse maintains a strict anti-spam policy as this
helps us achieve extremely high delivery rates for the emails you send. We don’t allow the
use of purchased, rented, or harvested lists. We require that email sent through our service
only go to those people who have requested to receive that email in one way or another
(i.e., through your website, over the phone, at a tradeshow, etc.).
To start building your list, navigate to VR Email >
Quick Start > New List. This will present you with
three different options:
Create a New List of Leads and Contacts - Use our
Query tool to search your Lead & Contact records
using Standard, Custom, Account and Owner level
fields for people you want to mail.
Use a Salesforce.com Campaign - Choose this option to use the members of an active
Salesforce.com Campaign as an email list.
Import an External Mailing List - This third option will let you upload a spreadsheet from
your computer to use as a list. Records added in this way will not be added to your Leads
and Contacts, and will not be connected to Salesforce. This means you’ll miss out on
all the reporting connectivity between VerticalResponse and Salesforce - described later
in this guide - so you should really only choose this option if you don’t care about the
integrated reporting or don’t need it for a particular email.
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