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our system will open that template up in the canvas so you can edit your message. We recommend the Canvas for most users. You can find these different options under the New Email link found within the Quickstart section of your VR Email tab. 6. Build Your Email – Several sections of this guide provide detailed instructions on how to use the various email creation options. If you need specific help, you should check those sections (page 22 for the Wizard, page 28 for the Canvas). 7. Launch Your Email – After you’ve designed your email, it’s time to send it out. Launching an email through VerticalResponse is a quick and painless five-step process: ✓✓ Preview: This tab – as you might expect – provides a preview of your email message. ✓✓ Send Test: From here you can send tests of your email to your own email address and to a list of other people who may want to look over your message before you launch it to your list. ✓✓ Select Lists: You can select one or more lists as the audience for your message. If you select more than one list, then we’ll automatically de-duplicate email addresses that may exist between those lists so every recipient receives only one copy of your email. ✓✓ Schedule: You can choose for the email to be sent as soon as possible or schedule it for a date/time in the future. Just choose your scheduling option and proceed to the next tab. 6
✓✓ Launch: VerticalResponse will ensure you’ve completed all the previous steps before allowing you to launch. If you missed a step, you’ll need to go back and finish it before continuing. But if everything is ready, click the Launch button. 8. Look Over Your Reports – Once your email is sent, you’ll immediately begin seeing reporting that tells you who opened your email, clicked on links (and which links they clicked), bounced and unsubscribed. You can also turn on more advanced – and free – reporting like Google Analytics Integration and Click-to-Conversion Tracking by changing the Analytics Settings found within your Account section. The basic reporting data can be accessed through your VR Email or VR Statistics tabs. You’ll find an Update Statistics button under both these tabs - this button allows you to push this data back into your Salesforce account, where you can access it under your Reports tab, within each Lead & Contact Record, and through Dashboard graphs. That’s it for the Quick Start Guide. Now we’ll examine each of the above steps in much more detail. 7
Page 1 and 2: A Step by Step Guide to Email Marke
Page 3 and 4: Introduction Why VerticalResponse f
Page 5: 3. Upload (or Find) Your Images - T
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
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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
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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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