Download our PDF Guide to Email Marketing Success - Vertical ...
Download our PDF Guide to Email Marketing Success - Vertical ...
Download our PDF Guide to Email Marketing Success - Vertical ...
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Quick Start <strong>Guide</strong><br />
8 Easy Steps <strong>to</strong> Send Out Y<strong>our</strong> First <strong>Email</strong> Campaign<br />
There is a lot of great, detailed information <strong>to</strong> be found throughout this guidebook. But what<br />
if you need <strong>to</strong> get an email out right now and don’t have time <strong>to</strong> read through everything<br />
first? Just follow the 8 easy steps below:<br />
1. Open Y<strong>our</strong> Free <strong>Vertical</strong>Response Account – If you don’t already have an<br />
account, you’ll need one before you can do anything else. Install <strong>our</strong> application in<strong>to</strong><br />
y<strong>our</strong> Salesforce account by visiting <strong>our</strong> AppExchange page (http://www.salesforce.<br />
com/appexchange/detail_overview.jsp?id=a0330000000GI9FAAW) or by going <strong>to</strong><br />
http://www.appexchange.com and searching for <strong>Vertical</strong>Response.<br />
2. Upload Y<strong>our</strong> List(s) – You’ll find a New List link within the Quickstart section<br />
of y<strong>our</strong> VR <strong>Email</strong> tab (this tab is one of three added <strong>to</strong> y<strong>our</strong> Salesforce account as<br />
part of the installation). Click this link and you’ll be given three options <strong>to</strong> build the<br />
audience for y<strong>our</strong> email:<br />
Create a List of Leads & Contacts - This option provides a query <strong>to</strong>ol that can be<br />
used <strong>to</strong> search through y<strong>our</strong> Lead & Contact records <strong>to</strong> build a list of people you’d<br />
like <strong>to</strong> mail. You can search through both y<strong>our</strong> Leads & Contacts at the same time<br />
and can run searches based on Standard, Cus<strong>to</strong>m, Owner and Account level fields.<br />
Use the Members of a Campaign - Select this option if you want <strong>to</strong> use the members<br />
of an active Salesforce Campaign as a list.<br />
Upload an External List <strong>to</strong> Y<strong>our</strong> Account - The third and final choice allows you <strong>to</strong><br />
upload a spreadsheet file from y<strong>our</strong> computer <strong>to</strong> use as a list. This option should<br />
generally be avoided, as the list will not be connected <strong>to</strong> y<strong>our</strong> Salesforce records<br />
and you’ll lose out on some very useful reporting that will be pushed back in<strong>to</strong> y<strong>our</strong><br />
Salesforce account after the email goes out.<br />
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