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Table of Contents Introduction..................................................................................................... 3 Quick Start Guide .......................................................................................... 4 Step 1: Setup Your Account.......................................................................... 7 How Does Pricing Work? .........................................................................11 Step 2: Create Your List............................................................................... 13 Using a Lead & Contact Query................................................................ 15 Using the Members of a Salesforce Campaign....................................... 18 Step 3: Building Your First Email................................................................20 The Library............................................................................................... 21 Using the Wizard...................................................................................... 24 The Email Canvas.................................................................................... 29 Write / Paste / Edit Text ...........................................................................34 Create Links.............................................................................................36 Personalize Your Message Using Merge Fields...................................... 37 Step 4: Launching and Analyzing Your Email........................................... 41 Reporting..................................................................................................43 Marketing Tips .............................................................................................48 Building Blocks – Relationship Building................................................... 48 Ask for Permission ..................................................................................48 Nuture the Relationship for Maximum Potential....................................... 49 Reporting: How Are You Using It, Or Are You?........................................ 50 Common Email Marketing Mistakes...........................................................53 2
Introduction Why VerticalResponse for AppExchange? If you’re looking to grow your business by marketing to your customers but you’re short on time and resources, VerticalResponse is the perfect solution. At VerticalResponse we strive to make small businesses look like giants (and who doesn’t want to look like a giant?). Small businesses today increasingly rely on the ease and affordability of tools like those VerticalResponse provides. In just a few minutes you can easily create professional looking e-newsletters, direct mail postcards, and online surveys to engage your customers, learn more about them, and increase sales. You’ve got a few minutes to increase your sales don’t you? Simply put, we are an online (Software-as-a-Service) provider that allows anyone, regardless of technical experience, to create & send emails, surveys, and postcards from any web browser. As a company, we pride ourselves on being experts in marketing and the products we build, sell and support. This guide is proof that we practice what we preach. 3
Page 1: A Step by Step Guide to Email Marke
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 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
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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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