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Step 1: Select salesforce.com Campaign All you’re doing here is selecting the Campaign whose members you’d like to use as a list. If you have a lot of Campaigns, use the built in search functionality to find the Campaign you want. Step 2: Map Your Fields Selecting a Campaign will bring up the Map Your Fields step. This is identical to the Map Your Fields step that’s encountered if you use the Create a New List of Leads & Contacts option. 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. But one of the great things about sending an email out through VerticalResponse is that you can personalize your message using any data in your list. So if you pull over First Name, you’ll be able to insert each recipient’s first name into the message. You can use the standard fields we provide or use the blank fields towards the bottom of the page to create any field that we do not provide by default - just use the drop down menus to choose the Lead and Contact fields you want to pull over and then use our provided fields to name them in your list. Click next when you’re finished. Note that we’ll go over exactly how you can personalize your email message later on in this guide. 18
Step 3: Summary of Your Query This preview will display up to 200 Leads & 200 Contacts from your search results, so you can ensure your data looks right. Note that the 200 Lead / Contact limit is only part of the preview - there are no limits on the number of records you can have in your list. If everything looks good, continue on to Next Step. Step 4: Create Your List Give your list a name and click Create List. The list will now be compiled, and you’ll be able to access it when building your email or directly through the View Lists link found under the VR Email tab. 19
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 and 14: Step 2: Create Your List Before you
Page 15 and 16: Note that any record that does not
Page 17: The first field is where you should
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

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