VerticalResponse for AppExchange Blog

How to Do Everything - Salesforce Style

Ever wondered how to build an email using a saved Salesforce template?  Or, maybe you're looking for a quick reminder of how to build a list using a Salesforce campaign?  Well, boy, have we got something for you!

I'm happy to announce that we recently launched a new tutorial site, aptly named, "How to Do Everything", and have now added a section to the site devoted specifically to using VerticalResponse for AppExchange.  "How to Do Everything - Salesforce" includes much more detailed tutorials than we've ever provided before, both in video and text formats.

You know, we here at VerticalResponse aren't ones to toot our own horns too much, but I've got to tell you that what I really love about our new help site is that each tutorial is pared down to a bite-sized morsel - that means that it's as easy to set up a curriculum for yourself to get fully up to speed on all of our bells and whistles, as it is to just get a quick refresher before you send out an email campaign.

Ready to give it a test drive?  You can access "How to Do Everything" from right within your Salesforce org.  Simply click on "Help", or on "Watch a Demo", sit back, relax, and enjoy the show.

Best of all, this is just the start, so stay tuned for more sections to come!

- Jessica Greene-Pierson, Marketing Programs Manager

SFDC Reports as Email Lists

During the course of an evaluation of VerticalResponse, we always ask the question:  "how do you currently generate your lists?"  This is important to know because when using the solution our customers must understand that while we are an integration partner of SFDC, we are also an independent software vendor.  That said, the query tool that we've built for SFDC users to access their data for email lists is always going to be limited to some users because of this relationship.  Part of the survey we launched out recently asked the question:  "How do you generate your lists, using the VR query tool or running SFDC reports?" Here's the low-down utilizing SFDC reports.

If you find that you are not able to get as granular using the VR query tool as you'd like, and you have the SFDC campaigns module, you can simply run an SFDC report to generate your lists.  Below are the steps to create this:

1.  Create a new SFDC campaign ("september newsletter"); set it as "active"
2.  Under your reports tab, create a report using SFDC query fields
3.  After you run the report, select the "add to campaign" button at the top of the page
4.  Find the "september newsletter" campaign you initially created and and add members
5.  Under the VR Email tab, select:  'New Email List' and select the third option titled: "send emails to members associated with an existing salesforce.com Campaign"

You will now see a drop-down window with all of your active campaigns.  The "September newsletter" will be present with the members of the report that you previously ran.  When you click "next step", you will be prompted to our data mapping page as you would when using our query tool.

While the VR query tool is a powerful, easy to use tool to build your lists, we understand that there are advanced queries that SFDC reports are better suited for to build your lists.  The above will let you send campaigns to anyone in your SFDC database with an email address.

If you have questions regarding the above, our VIP customer service group for SFDC users are waiting to help.  You can reach them here:

866-683-7842
VIP@verticalresponse.com

-- Alex
 

Don't be boring, create an HTML email!

Need to create a nice email to send to your peeps? We got the right tools for you. The VR app allows you to create an email in 5 different ways.

Be the Picasso of HTML emails and VR's HTML editor "Canvas" can be your paint brush. It's as easy as using a Word processor.

Show off what your techie designer created in HTML, do it with the "Freeform" option.

Alright, I said don't be boring but if you really need to, you can send out a "text only" email.

Salesforce Template - Got some cool templates stored in Salesforce, use 'em.

However you want to build you nifty email, VR gives you the tools to do it! If you need help along the way, contact Support and they'll be more than happy to help.

Still have an excuse on getting started or maybe you're just too busy. Check out VR Does It For You. We can help build and launch your next email campaign!

-- Chris Carpio, Associate Product Manager

Installation is a Snap...

One Friday afternoon, we decided to hit Janine's office for our weekly Happy Hour (Happy Hour is a VR tradition where we all hangout and wrap up the week with beer and wine on hand. Cool company, huh?!). As I walked in, Alex was recalling how one of our clients wanted us to physically come down to their office in the South Bay and implement VerticalResponse in to their org. And yes, they're willing to pay big bucks for us to install! Alex ended up explaining to the client how easy it is to install the VR app and within minutes you can start mailing.

It's as simple as visiting the VR for AppExchange listing and clicking on the big red Get It Now button.

For those of you who are interested in sitting in on a live online demo, there's one every Wednesday at 1PM Pacific. Simply send us an email and we'll send you the details.

Now, if you still want to pay big bucks to have one of us install the app for you, let's talk. However, we would rather have you spend your money on email credits. :)

-- Chris Carpio, Associate Product Manager