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