If you’re familiar with the way VerticalResponse for AppExchange accounts work, then you
know that each user in your Org with access to VerticalResponse is using their own individual account. This means that lists, emails and data that live in one user’s account will not show up in an account belonging to another user.
There are various reasons why our accounts work this way - due to the way things are setup both within VerticalResponse and Salesforce - but ultimately this arrangement works well for some customers and causes at least occasional frustration for others. No matter which of these two camps you’re in, you may be happy to know there are easy workarounds that allow some sharing between different users.
What can be shared?
Credits
Paying for email within VerticalResponse is based on a credit system in which one credit is equal to one recipient of a message. These credits can be purchased in bulk and used over time as they do not expire for a year. And if you do buy in bulk, the more you buy, the cheaper your cost per credit becomes.
By default every account has its own pool of credits. Which means if there are multiple users in your org sending out email, that each of their accounts require separate purchases. Considering credits get cheaper when you buy more of them, this could lead to some VR for AppExchange customers missing out on a lower rate for their purchases.
The good news is that the credit pools for individual accounts can be linked together to share a single group of credits. Then whenever a connected account makes a purchase, all the credits from that purchase become part of the larger, connected credit pool. So if you have multiple users in your VR org, you could designate one account as the credit purchasing account (to ensure the highest discount on credits) - all accounts would have immediate access to purchased credits.
To setup credit sharing within your own Org, contact support@verticalresponse.com and let them know the usernames for the accounts you’d like to connect together. Note that each account’s VerticalResponse user name can be found by going to VR Email > Account Information > Log In Information > Email Address.
Templates
Though the emails created within an individual account cannot be directly shared, you can work around this by using Salesforce’s own Template tool. This tool can be found under Setup > Personal Setup > Email > My Templates. Templates saved here are usually used with Salesforce’s own email tools, but you can also access them from within VerticalResponse to use in our system. So this is a great way to share emails and templates with other people in your Org.
We wrote a great article showing how you can put the Salesforce template tool to use in May of last year. Check it out!
Reporting
Salesforce provides some great reporting features, and we’ve connected our own reporting to these features so you can take full advantage of the data we provide using the Salesforce tools you’re already using outside of VerticalResponse. As has been mentioned in this blog a few times in the past, VerticalResponse pushes data from your sent emails to custom Email History Lead & Contact folders within the Reports tab, to Email History Objects on individual Lead & Contact records, to Dashboards, and to the Campaign Member Analysis Report.
I reference this here because anyone in your Org who has the appropriate permissions within Salesforce can access all this data. So even though they can’t see the reporting directly within another user’s VerticalResponse account, they can view the results through the various avenues directly available in Salesforce.
The important thing to note here, though, is that this reporting data needs to be manually “pushed” to Salesforce through the use of the Update Statistics button found under VR Email and VR Statistics tabs. You must select the email (or emails) whose stats you’d like to update and then click the button. So it’s important to get in the habit of doing this on a regular basis if other people in your Org need access to the reporting data.
If you want to learn more about VerticalResponse's reporting features, visit our How To Do Everything - Statistics site.
Is there anything else within VerticalResponse you’d like to be able to share throughout your Salesforce Org? Let us know in the comments!

Recent Comments