Customize VR for Appex (text tutorial)

Once you've installed VerticalResponse in your Salesforce account you may want to make some changes.  If you are not seeing your data update from VerticalResponse to your Leads and Contacts make sure you've set up these following tips. A Salesforce admin will need to make these types of changes, if that isn't you, just ask the person at your company who is.

Adding VR Email History to Leads and Contacts

  • Setup > App Setup > Customize > Leads (or Contacts)> Page Layouts. Alternatively you can also access this from a lead or contact by clicking the Edit Layout link in the top right.
  • Choose your Page Layout and then click "Edit"
  • Select "Related Lists" from the menu at the top of the page and locate VR Email History
  • Drag the VR Email History Lead into the page below. You can adjust anything on this page by dragging it to the postion you like using your mouse.
  • Click "Save" in the top left corner to save changes on the page.

 

Customizing the List View Display for VR Email History Lead or Contact

These instructions are for either Leads or Contacts, you will need to set up both separatly though. This can be done at the time the VR Email History is set up in the layout, but this info can be adjusted as needed for reporting. In order to see Opens, Clicks, Bounces and Unsubscribes on your Leads or Contacts you must set up these fields.

  • From the layout page find the VR Email History box (click Related Lists to jump to that area)
  • Click the wrench icon above VR Email History box
  • Customize your list view display for Leads
  • NOTE: We recommend the following display fields:
    - Email Name (default)
    - Mail Date
    - Sent
    - Bounced
    - Opened
    - Clicked
    - Unsubscribed
  • When finished, click "OK" and then make sure to click "Save" in the top left of the Lead Layout page.

 

Adding Email opt-out to Leads or Contacts   

In order to pull a list of leads or contacts the email opt-out field must be set up for both leads and contacts.

  • Setup > App Setup > Customize > Leads (or Contacts)> Page Layouts. Alternatively you can also access this from a lead or contact by clicking the Edit Layout link in the top right.
  • Choose your Page Layout and then click "Edit" Select "Fields" from the menu at the top of the page and locate Email Opt-out

  • Drag this field into the page below. You can adjust anything on this page by dragging it to the postion you like using your mouse.
  • Click "Save" in the top left corner to save changes on the page.

 

List Creation

Missing option to create list from Campaign 

  • Not every Salesforce account has the SF Campaign module as part of their org, verify that you have access to the Campaign module.
  • Goto "Setup > My Personal Information > Personal Information" and make sure "Marketing User" is checked.
  • Make sure these 3 fields are visible on the Campaign detail page: Total Leads, Total Contacts, and Description.
  • If any of those are missing, go to "Setup > App Setup > Customize >Campaigns > Page Layouts". Edit the "Campaign Layout", and drag the missing field(s) into the layout.