Download our PDF Guide to Email Marketing Success - Vertical ...

More documents

Recommendations

Info

In this section, we’re going to look at how to build a list of Leads and Contacts and how to build a list using a Salesforce.com campaign. You will, of course, only need to use one of these options to build a list. Create a New List of Leads & Contacts If you select to create a new list of Leads & Contacts, you’ll be presented with a series of steps: Step 1: Define Your Query In this step you define your search paramaters. Start by using the Data Source drop down menu to select whether you want to search through just Leads, just Contacts, or both Leads & Contacts at the same time. Whichever option you choose, you’ll need to set your search parameters using Standard, Custom, Owner and Account level fields. In this way - for example - you can find everyone within certain states, records that belong to certain owners, or records associated with various accounts within your Org. 14
Note that any record that does not include an email address, or that has its opt-out box checked, will be suppressed from the search and not included in the results. After you select your parameters, go to Next Step. Step 2: Map Your Fields On this page you select which fields of data - like First Name, Last Name, City, etc. - you want to pull from your records into your list. Email Address is checked by default since it is the only field that is absolutely necessary to send an email out. 15
Page 1 and 2: A Step by Step Guide to Email Marke
Page 3 and 4: Introduction Why VerticalResponse f
Page 5 and 6: 3. Upload (or Find) Your Images - T
Page 7 and 8: ✓✓ Launch: VerticalResponse wil
Page 9 and 10: At no point in this process do we a
Page 11 and 12: ole snail mail. Keep our postal car
Page 13: Step 2: Create Your List Before you
Page 17 and 18: The first field is where you should
Page 19 and 20: Step 3: Summary of Your Query This
Page 21 and 22: folder within Salesforce. Your chos
Page 23 and 24: owse through a variety of different
Page 25 and 26: Write Your Copy After you select yo
Page 27 and 28: 7. Unsubscribe Message - As noted i
Page 29 and 30: Edit Email Campaign This will bring
Page 31: Enter Your From Label - We recommen
Page 35 and 36: Now you’ll see the Adjust Display
Page 37 and 38: This will open a dialog box where y
Page 39 and 40: Every email sent out through Vertic
Page 41 and 42: Step 4: Launching and Analyzing You
Page 43 and 44: Reporting A key part of the integra
Page 45 and 46: Recent Email Comparisons - Quickly
Page 47 and 48: In addition to this default reporti
Page 49 and 50: If you have a website, create an op
Page 51 and 52: ✓✓ Don’t try to be cute or mi
Page 53 and 54: Common Email Marketing Mistakes Get
Page 55 and 56: Blocking When emails are prevented
Page 57 and 58: agreement with a site or a network
Page 59 and 60: Software-as-a-Service Providers (Sa
Page 61 and 62: the portions of screen most likely
Page 63: ecipients to Web sites that appear

Download our PDF Guide to Email Marketing Success - Vertical ...

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?