Personalizing Signatures On Your Emails

What a busy Q1! I know we've had a little bit of a hiatus on providing "tips & tricks"  on our blog (no, Product Managers haven't been affected by the Writer's Guild strike <chuckles>), but I hope to change that. I want us to get back on track with providing our VR for AppEx users with tips and recommendations on how to fully utilize VerticalResponse and Salesforce when sending your emails.

Aside from the Account fields enhancements to the query tool, we've also included better Owner fields to query from and to map in to your VR mailing list. This comes specially important for Account Managers who want to personalize their email campaigns with their contact information.

Say you want to sign your emails with....

Sincerely,

Chris Carpio
VerticalResponse - Your Friendly PM
chris@verticalresponse.com
866-683-7842

Easy enough! Here's how you can do it.

Before getting started, make sure your Salesforce User Information is current. Go to Setup > My Personal Information > Personal Information

Now, when you create your VR mailing list, you'll need to make sure you include the Owner fields you need. To do this, when you get to "Step 2: Map Your Fields" step, map these fields as custom fields:

Owner - First Name --> OWNER_FIRSTNAME
Owner - Last Name --> OWNER_LASTNAME
Owner - Email --> OWNER_EMAIL
Owner - Title --> OWNER_TITLE
Owner - Phone --> OWNER_PHONE

*Check out the screenshot below.

Complete the steps on creating your mailing list and let's move on to how to include these fields on your email.

When you mapped the fields above, you've specified a field name for each in your VR mailing list. To use these fields to personalize your email, simply surround them with the curly brackets ( { and } ). Using my example above, here's how to enter it on your email.

Sincerely,

{OWNER_FIRSTNAME} {OWNER_LASTNAME)
VerticalResponse, Inc. - {OWNER_TITLE}
{OWNER_EMAIL}
{OWNER_PHONE}

 

I hope this helps. If you have an example on how you customize signatures on your email, please feel free to post it here.

- Chris Carpio, The Friendly Associate Product Manager

Comments

[Chris Carpio]

Hello Alan,

Unfortunately, the From Email Address is not customizable based on the Record Owner's Email Address. Emails sent through VR are fully authenticated. By simply changing or spoofing the From Email, we wouldn't be able to authenticate your emails. Resulting in a higher chance of your emails being caught by spam filters.

Check out the following blog post which has a little more information on this topic:

http://blog.verticalresponse.com/verticalresponse_blog/email_deliverability/index.html
http://blog.verticalresponse.com/appexchange/2008/04/when-competitor.html

[Alan]

I would like to draw record owner information from Salesforce into our direct email campaigns in much the same way. is this possible?

[Elizabeth]

This is great, and we are currently implementing the ownername for personalized signatures, but it seems that there is still no way of using owneremail for the sending or returning address. So, we still need to create a separate campaign for each owner, and therefore aren't able to best utilize the ownername feature. Any comments?
thank you.