10 Tips to Grow Your Email Lists (webinar)

A healthy email list is key to any successful email marketing program. You can come up with clever subject lines, write dazzling copy and illustrate with amazing images, but you won’t get the most from these efforts if your email list isn’t in tip-top shape. To help get your emails delivered to the inbox, you want to make sure your lists are clean and have been grown the right way. Here are best practices and tips for a strong, productive list.

Google Webmaster Tools: Learn the Basics (webinar)

Google Webmaster Tools is a free tool Google built that helps webmasters and site owners stay connected, receive messages, get stats and other valuable data. Here is everything you need to know about getting started with Google Webmaster Tools and how to use it to help you navigate the internet.

How to Navigate the Changing Landscape of Social Media [Webinar]

The social landscape is constantly evolving. Things that might have worked last year are not working today and there is a frustration building about how businesses should be handling their social media marketing. Derek Overbey, Sr. Social Media Manager at VerticalResponse, shows how social is influencing how consumers search for products, services and information. He'll wrap things up by providing tactical examples to help build engagement on Facebook, Twitter and LinkedIn.

 

Google Updates: All You Need to Know (webinar)

Did you know Google updates their algorithms over 600 times a year? That can be a lot to wrap your head around and if you are doing the wrong type of SEO activities you can land in hot water with Google. Luckily we are here to help you stay on the straight and narrow in Google’s eyes. We will cover Panda, Penguin, Hummingbird and what you can do to avoid a manual penalty.

Building the Foundation of a Great Facebook Page (webinar)

Are you trying to use Facebook for your business or nonprofit but just don’t know where to start? Well we’re here to help! We’ll start by walking you step-by-step through the process of building a Facebook page. Then we’ll share some secrets to get your page off the ground by leveraging your existing Facebook network. We’ll finish up by showing you some inexpensive advertising options that will get your page seen by the audience your looking to connect with.

Subject Line Savvy (Webinar)

One of the most important piece of any email is the subject line, but many businesses have a difficult time creating interesting ones. Join us to learn more about the importance of subject lines and:

  • How to write a good subject line
  • What works in subject lines, or doesn't
  • Pre-header text dos
  • Subject line trends

Webinar: Search Engine Marketing Tips to Compete with the Big Guys

Many small businesses think running a paid search campaign is too expensive and don’t have a marketing budget to compete with bigger, more well known brands. Join our experts to learn the best search engine marketing tips to enable your small business to compete with the big guys.

Pinterest for Your Business (Webinar)

 

Pinterest, the favorite photo bulletin board tool and site of so many, has been hard at work adding new features to make it more fun to use and more useful for small businesses. If you're a long time user, or new to using to Pinterest, come find out how to use this tool, and how the new changes can help your business. Join our webinar to find out:

Who uses Pinterest?
How does it work for businesses?
What can your business gain from this social network?

Trouble logging in to VR Classic? Try disabling autofill.

Trouble logging in to VR Classic? Try disabling autofill.

If you’re having trouble logging in to your VR Classic account, it may be an issue with autofill automatically filling in some of your information. To fix it, try disabling autofill.

Click on the link below for instructions for your browser.

Google Chrome
https://support.google.com/chrome/answer/142893?hl=en&p=settings_autofill

Internet Explorer
http://windows.microsoft.com/en-us/internet-explorer/fill-in-forms-remember-passwords-autocomplete#ie=ie-11

Mozilla Firefox
https://support.mozilla.org/en-US/kb/control-firefox-automatically-fills-in-forms

Safari 6
http://support.apple.com/kb/PH11915


If you installed 3rd party autofill software, the instructions will be different. Here are links to a few of the main providers:

Dashlane
How to disable or re-enable Dashlane on a specific page or website:
http://support.dashlane.com/customer/portal/articles/1052762-how-to-disable-or-re-enable-dashlane-on-a-specific-page-or-website

RoboForm
Disable RoboForm autofill
http://www.roboform.com/support/faq#faq_autofill_off

LastPass 
Fill Form Basics
https://helpdesk.lastpass.com/features/fill-form-basics/

Get Started with Email Marketing in the Social Age

As a small business you're busy, but you also know you need to do some marketing to keep your business growing. That's where email and social marketing come in! If you're still trying to figure out how to get started with social media AND somehow make it work with your email marketing, or just trying to get an email out the door, this is the webinar for you! Join us as we cover some basics on how to get your social media and email marketing working together.

Make 2014 Your Most Organized Year Yet (webinar)

Special Guest: Emily Farrar - Director of Community, @Shoeboxed

Helping entrepreneurs and small business owners get organized so that they can be more productive is one of the primary aims of Shoeboxed, a service that turns paper clutter into organized, digital data. As Director of Community, Emily works to ensure every customer ends up with more time and money to spend growing their business than they had before using Shoeboxed. Join us to learn tips, tricks and life hacks to start the new year off right and make 2014 your most organized year yet.

 

Using Surveys for Your Business (webinar)

Join VerticalResponse marketing team members to learn how surveys can help build relationships with your customers and grow your business. We will also go over how to use our survey tool including: Choosing the template that's best for you, create & edit your questions, analyze the statistics and reporting data you get back.

 

Embracing Social Media For Your Non-Profit (Webinar)

Working for a non-profit means you're a busy person, but you also know you need to do some marketing to keep your organization growing. That's where social marketing comes in! Join us as we cover some basics on how to get your non-profit up and running on social media.

 

Get Your Marketing Ready for a New Year (webinar)

Get Your Marketing Ready for a New Year

Hard to believe it's already time to start a new year. As a small biz owner you're probably working on reassessing what marketing tactics worked last year and what you want to change up. To help you get started on the right foot, we have some tips for you! Join our marketing pro's to find out how.

How to Use Incredible Transparency to Generate More Traffic, Trust, and Sales (webinar)

How to Use Incredible Transparency to Generate More Traffic, Trust, and Sales

 

 

Special Guest: Marcus Sheridan, The Sales Lion

In a world thirsting for transparency, Marcus Sheridan of The Sales Lion will discuss powerful principles you'll be able to immediately implement into your digital marketing approach to get real results that will have a major impact on your company's bottom line as well as your overall brand awareness within your industry.

How to Create a List of Unsubscribes or Bounces

How do you remove bounces and unsubscribes from your active mailing list?

A bounce occurs when an email is undeliverable to a particular recipient. Emails normally bounce because the address is invalid, meaning the address may no longer exist; perhaps someone left their job or canceled their email account.

An unsubscribe is a little more straightforward: someone signed up to receive your messages, then changed their mind for whatever reason and opted to not receive them anymore. Deleting both bounces and unsubscribes is something you can do to purge (clean up) your email list of unmailable addresses. To do this, just follow these directions (in your VerticalResponse account):

  • Click Lists up in the blue toolbar
  • Then the Actions link that corresponds to your Master List
  • Select Download Members
  • Next, select Download Unsubscribes and/or Download Bounces, which will be the list of individuals you ultimately want to remove.
  • Download the .CSV version

Open the file when you receive it in your inbox, and delete all the columns that aren’t the email addresses you want to remove, as well as the headers, including the header that says "Email." Save this file on your computer.

In this next set of steps, we’ll actually delete the addresses we just downloaded. Click “Lists” again, then click “Master List,” and then “Mass Update.” Next click "Browse" and find the file you just saved. Now we’re going to remove these addresses from your account (we’ll save their status as bounced or unsubscribed on the back-end of your account in case you accidently upload them again). Click “Delete from Account,” then “Process File” and “Done.”

Digioh pricing

Ready to take Digoh for test drive?  Here is the pricing info, or find out more on their website.

 

Make the Email Service Providers Switch [guide]

If you’ve been using an Email Service Provider (ESP) for a while, it can be a tough decision to make the change to a new one.Will it be hard to transfer all your data, and what about learning a new system? Who has the time? This guide assumes that you’ve already made the decision about a new email service provider, but if you need some details on what to look for, learn more here.

Making the change doesn’t have to be difficult or time-consuming. We’ve created this handy checklist to walk you through the steps and make it as easy as 1-2-3, so let’s get started.

 

Get Started with Digioh

Get Started with Digioh

It’s easy to get started with Digioh! Just sign up for an account, connect your VerticalResponse and Digioh accounts and add some files.

For a quick demo on how to set-up your Digioh and VR accounts,watch this short video.

This short webinar will give you 5 quick ways to build your email list.

Link Your Digioh Account to VerticalResponse

Once you've created your Digioh account you'll need link up your VerticalResponse account. Not worry, this takes one step and you'll be ready to host your files. When you first log in you'll be asked to link your account, notice the message in the top right of the page. Click the link in the message to continue the set up.

 

 

 

 

 

 

 

 

 

The window that opens has a place to enter your VR username and password, don't worry, all your info is secure.



 

 

 

 

 

 

 

 

Once this is done you'll see a success message, and the screen to upload files. And that's it! You're all set to upload any files you'd like to host.

Attach Files to Emails with Digioh

We’ve partnered with Digioh to enable you to send secure, trackable files in your emails and newsletters. You can now add any type of file to your VerticalResponse emails and newsletters, whether it’s an audio file, video file, or document, you can do it with Digioh. Plus, Digioh tracks your file links so you'll know who, when, and how many times someone downloaded your file.

You can add a file to a VR email in just a couple of steps. Before you get started you'll need to create a Digioh account here.


Step 1:
Now that you have a Digioh account you'll need to log in, then click the Add New File button. This will let you upload a file to Digioh for hosting, then you can share your file in through your emails.



 

 

 

 

 

Step 2:
Choose the file you want to upload and select the security options Digioh will use for that file. You can limit who can see or download your files by using the security settings. Membership security requires the person clicking the link to enter their email address in order to access the files. They must be on the list that was mailed to in order to see the file, otherwise theyDigioh has helpful information on using Membership Security at their site. List Growing security works in a similar way, but in this instance non-list members will be shown an opt-in form to be added to your list. And of course, Digioh has help for this option as well.



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3 (optional):

You now have the option to customize your download and sign up pages. Please note, the custom download page is only available to customers on the Pro Plus plan or above, and the custom sign up page is only available to customers on the Business plan or above. The download page is the page your subscribers see when they click on one of your Digioh links. You can customize the download button, the header, and the download button text. You can also customize the sign up page. The sign up page is the page potential subscribers see when they click on one of your Digioh links. You can even customize the fields on the sign up page, which will allow you to collect information from your subscribers like what company they work for!

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 4:
Once you’re happy with your customization options you can move on to the next step by hitting the “next” button. On the next page you’ll see that your file has been uploaded, and is ready to go! Before you go any further, hit the copy button. Once you’ve done that, you can head over to VerticalResponse.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 5:
Now you're ready to use your files in an email! Create a new email campaign, or edit one of your draft emails. Once you reach the point where you can add text to the body of the email, add a link to your Digioh file. Just highlight the text you’d like to link the file to and click the "link" button.

Then paste your link into the field that comes up, click the OK button and you'll see a new, trackable link in your email.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

And that’s all there is to it! Your file will now be accessible to anyone who receives your email.

For more info on using Digioh, check out their helpful blog.

Cazoomi CRMs

Sync up your customer relationship management (CRM) lists with our email marketing tools through the following apps :

 

Sugar CRM - SyncApps Basic
Automatic two-way sync of your data. Sync
opt-outs and campaign responses to SugarCRM.

 

Dynamics CRM 4.0 - SyncApps Professional
Automatic two-way sync of your data. Sync
campaigns & responses to Dynamics CRM.

 

Dynamics CRM 2011 - SyncApps Basic
Automatic two-way sync of your data. Sync
campaigns & responses to Dynamics CRM.

 

Zoho CRM - SyncApps Basic
Automatic two-way sync of your data. Sync opt-outs
and map hard bounces to Zoho CRM custom field.

 

NetSuite CRM - SyncApps Professional
Automatic two-way sync of your data. Sync Contact
& Customer saved searches, each to a VR list.

 

Highrise CRM - SyncApps Basic
Automatic two-way sync of your data. Also sync
email marketing responses from VR to Highrise.

 

Get Satisfaction - SyncApps Basic
Automatically sync your community members topics
& replies to VR for powerful marketing segmentation.

 

Nimble - SyncApps Basic
Sync Nimble contacts or leads to VerticalResponse master list.

 

Shopify - SyncApps Basic
Sync and segment Shopify customers to VerticalResponse lists based on who purchased a specific version of a product.

 

Pipeliner - SyncApps Professional
Sync Pipeliner contacts and leads to VerticalResponse master list.

 

Cazoomi Help

Cazoomi SyncApps allows you to connect your CRM contacts to your VerticalResponse account in just a few quick steps. If a video is more your style scroll to the bottom to watch!

Getting started is easy, go to verticalresponse.mysyncapps.com and click the 14 Day Free Trial button.

Fill in the information to set up an account, and note that no credit card is required to test it out. Once your account has been created you'll need to sync up the CRM you're using with your VR account.

It's pretty simple, lets take a look.

First, click the button Create a New Sync Profile. This will take you to the page to get you started linking up the accounts. Give this profile a name, something that will tell you what CRM you're linking, this is just for your reference so use whatever works best for you. From the Sync Type drop down menu select the CRM you need to link.



The green text box will tell you what gets updated in each system, make sure everything looks good to you before you finish up. Click Next.

The next step is for your CRM, you'll need to enter your username and password for your CRM, you may see the ones you set up for SyncApp, but that needs to be changed. Enter the URL for your app, if you aren't sure what that is, click the question mark to see the options. Click Next to move to the next page.


 

This page you'll need to enter your username and password for VerticalResponse. If you're not sure what step you're on take a look at the guide along the top, on this page you'll see the green dot on VR. Select the list you want to sync up, you can use your Master list if you like. If you wish to make any changes to the sync you can do that here, for example you can have a one way sync coming from your CRM but not VR.
Click Next.


 

The system will link the accounts, click Next. The last step is Field Mapping. The basics will be done automatically, email address, First Name and Last Name, address, and company name. Your accounts are now linked! You can sync the data between accounts by clicking the Sync Now button.

SyncApps will give you info on how many records were updated, you can see the info once the sync is completed.

   

After the first sync, Syncapps will try to update only modified data, so the syncs will generally take less time going forward.

Watch a video to see it done!

Uninstall VerticalResponse for Salesforce

If you find you need to remove the VerticalResponse app from Salesforce, just follow these steps. Remember, uninstalling will remove ALL stats provided by VR, so all email responses will be removed from Leads and Contacts. This can only be done by a Salesforce admin though, so you may need to ask that person in your organinzation.

To uninstall:

Go To Setup > App Setup > Installed Packages

Find VR for Appex and click on the linked name.



On the page that comes up click Uninstall and a list of everything being removed will come up. At the bottom of the page click the box to uninstall and the ininstall button. Salesforce will remove all the componants for the VR package. Again, this is permanent and all stats associated with email campaigns will be removed.

Use Your InstaEmail Template

Video

Once you like the layout you've created in InstaEmail, click the yellow Use it button. We'll give you a preview of the awesome template you just set up, plus three choices at the top to use it.

 

 

Push to VerticalResponse - If you have a VR account, just click this button, fill in the From label, reply-to-email address and subject line, then click Push it! Our system will prompt you to log into your account if you aren't already, and then ask for authorization. You must click the authorize box in order to see the template in your account. If you don't, you'll get a message saying it wasn't allowed. Don't worry, this was in a separate window from your cool template, just go back to that window and click Push to VR again. The email will now be in your account, in the Canvas tool, and you can go add your text and make any changes you like. .

If you don't currently have a VR account you can choose to download the HTML as a zip file, or you can copy the HTML as it is by clicking the Copy HTML button and use it in another account.

Customize Your InstaEmail Template

Video

Now that you've selected a layout, in a few easy steps InstaEmail will help you create a great email template!

First, our system will find the logo on your website or blog. In some cases it may be hard to tell what image is the logo, so we'll give you a few options, then just select the one that you want to use from the choices given.

Next up is the header image. If your layout has an image at the top, depicted by a sketch of mountains in the layout, you can choose to add another image from your website to your email.



And now the fun part! The last three options at the bottom of the page allows you to customize the colors of your layout. You'll have some colors pulled in from your site, plus a few others to work with. Select the background color for your email, the color for your links and accent colors. Don't like what you've created? Just pick a different color! InstaEmail will let you test out different color combinations, layouts and images until you find that perfect combo.

InstaEmail Template Machine Overview

Video

While creating an email to match your website can be done, sometimes it takes more time and effort than you really have. InstaEmail template machine takes the pain out of creating an email template and makes it fun and easy!  InstaEmail uses pieces from your website to create an email to match, then pops it into your VerticalResponse account ready to use for your next email send. If you aren't using VR, you can take the HTML and use it anywhere you like!

It's easy to get started, just enter the URL for your website or blog and hit Start. There are 6 layouts to choose from, click the one that you like best. You can always change your mind later and switch to a different one if you like.  Our system will then walk you through customizing the template to match what's on your website.

In a few easy steps we'll help you create a great email template!

First, our system will find the logo on your website or blog. In some cases it may be hard to tell what image is the logo, so we'll give you a few options, then just select the one that you want to use from the choices given.

Next up is the header image. If your layout has an image at the top, depicted by a sketch of mountains in the layout, you can choose to add another image from your website to your email.

And now the fun part! The last three options at the bottom of the page allow you to customize the colors of your layout. You'll have some colors pulled in from your site, plus a few others to work with. Select the background color for your email, the color for your links and accent colors. Don't like what you've created? Just pick a different color! InstaEmail will let you test out different color combinations, layouts and images until you find that perfect combo.



Once you like the layout click the yellow Use it button. We'll give you a preview of the awesome template you just set up, plus three choices at the top to use it.


Push to VerticalResponse - If you have a VR account, just click this button, fill in the From label, reply-to-email address and subject line, then click Push it! Our system will prompt you to log into your account if you aren't already, and then ask for authorization. You must click the authorize box in order to see the template in your account. If you don't, you'll get a message saying it wasn't allowed. Don't worry, this was in a separate window from your cool template, just go back to that window and click Push to VR again. The email will now be in your account, in the Canvas tool, and you can go add your text and make any changes you like. .

If you don't currently have a VR account you can choose to download the HTML as a zip file, or you can copy the HTML as it is by clicking the Copy HTML button and use it in another account.

 

Hosted Version of an Email

Hosted Version

If you would like to archive your email, or share on a social network other than Facebook or Twitter , you can easily find a hosted link for your email.

Once you've sent out your email click on the name in the Reporting section, then click Share Email in the Email Actions menu on the left.

This will open a window with two options, one is to share on your social networks again, and one is to get an archived version of the email. Just copy the short URL at the top of this window, where it says URL, and then share the link wherever you need it.

 

Webinar: Secrets of a Successful Technology Partnership

Join Andre Pessini, Director of Operations at Vyral Marketing and VerticalResponse on how adding email marketing to Vyral’s services has attracted new clients, extended relationships with existing clients and boosted their bottom line.

And our Pros will discuss social media marketing for agencies, and how you can use social to quickly and affordably build a marketing solution for your agency.

VR Social Pricing (text)

VerticalResponse social is the easy way to manage your social media marketing for Facebook, Twitter and LinkedIn. We’ll help you with content ideas, flexible options for posting and give you reporting. How much does all this cost? Great question!

If you are using VerticalResponse social with any other VerticalResponse product (such as emails or surveys) you’ll pay only $9 a month for the VR social tool.

If you just want to use VR Social its only $18 per month!

There are two easy ways to add VR social to your account.  If you plan to purchase email marketing click the green Buy it now button in the top right and add VR Social to your cart. You’ll see the option as you go through the check out process.

Or you can add it through the Account section under subscriptions.  You’ll still be able to package social with emails or surveys from this step as well.

And of course, we give you a 30 day free trial of VR social so you can test it all out before you need to pay. Check it out today!

 

Need to cancel your VR Social subscription?

We make that easy too, just log into VR, click Account in the blue navigation bar and select Subscriptions. To the right of your subscription click on the Actions link, and then select Cancel Subscription.

VerticalResponse Mobile App FAQS

Some commonly asked questions about the VerticalResponse iPhone Mobile app.

What iOs is required for the app?
The app will run on any Apple device that runs iOS 5 or higher

Any plans to expand to Android, etc.? If so, when?
We currently don't have an app for Android but are considering adding one in the future.

Will the app work on the new iPhone 5/iOS 6 that Apple is announcing on Sept. 12?

Yes, the app will work on the iPhone 5.

Does it work on the iPad?

Yes, the app will work on the iPad, but we don't have an iPad specific version that takes advantage of the extra real estate. It's specifically written for the iPhone, but will work on the iPad and iPod Touch.

What are the current devices this will run on?
The current list of the iphone devices that will run the software are: iPhone 3GS, iPhone 4, and iPhone 4S.  As long as they are running iOS 5.0 or above. Additionally, the iPod Touch 3rd version and above will work and all iPad versions.  Again, as long as the devices are running iOS 5 and above.

 

VerticalResponse Mobile App

VerticalResponse has an iPhone mobile app! Now you can check your campaign stats, create and update mailing list contacts all from your iPhone! Now its easy for you to use your VR account on the go.  Here are some ideas for using the VerticalResponse iPhone app:

  • You're at a tradeshow or an event and you want to simply add someone you've talked to to your list
  • You're a retailer and you want to add people who visit your store to your list
  • You just launched a campaign, you're on the go and you want a snapshot of how it’s going
  • You need to quickly search for a list member to make a quick update.

 

Get the VR iPhone Mobile app at iTunes today! 

 

 



The VR mobile app is broken down into three areas, click the link to get more information:

Contacts

Reporting

Account

 

Contacts

From the VR iPhone mobile app you can search and update any contact in your VR account, plus add a new contact while on the go! At a tradeshow? At a restaurant? No worries!  You’re adding a new prospect in a minute so you can start emailing them your newsletters right away.

To use the Contacts feature click the icon at the bottom of the window in the center that says Contacts.

This will bring up a window that you can search in.

If you are looking for an address in your list to update, type it in the search box at the top. The app will pull up the information and you can then edit by clicking the Edit button in the top right corner.


 

 

 

 

 

 

 

If you would like to add a new contact to your lists follow these steps:

  • Click Contacts
  • On the search page click the plus icon in the top right corner
  • Select the list you wish to add the address to and fill in the information
  • Click Save in the top right corner once the info has been entered

 

 

 

 

Reporting

Easily search all of your emails to get to the campaigns you need, then drill down on the report to see how nifty it’s performing! From the app you can view stats for emails you've sent, the default will take you to the most recently sent email, but you can also search for any sent email and view the stats.

To access the Reports click the icon at the bottom left of the screen that says Reports.  This will bring up your sent emails, either click the one you would like to see, or search for a specific sent email.

 

 

 

 

 

 

 

 

Once you've selected an email you can view the stats by Actual Numbers or by Percentages.

 

 

 

 

 

 

 

 

 

 

 

Account

The VR Mobile app will allow you to check the terms of service in your VerticalResponse account and get in touch with our Support team if you have any questions. To access this click the icon at the bottom of the window on the far right that says Account.

Clips Library video

Use Clips for Social Posts video

Set up Clipper video

Clipper Overview video

Publish a Coupon video

Create a Coupon video

Manage Published Coupons video

Get Started with Coupons video

Coupons Overview video

Clips Library

The URLs you clip to use later will be stored in your VerticalResponse Social library.

You can manage your clips by clicking the Sources link under the blue navigation bar.



The clips you’ve saved are at the top of the page, under My Clips.

You have a few options here:

  • you can mark the url as published (it will be marked that way once its been published in a post as well)
  • you can delete the url from the library
  • or you can create a new post directly from this url

You’re also able to see the date and time when you clipped the url, to make it easy to find the ones you need.

Use Clips for Social Posts

Once you’ve clipped URLs using Clipper you have the option to schedule a social media post right then or save it in the VR social library for later.



If you want to post now, click the Create a Post link in the window that opens. You’ll automatically be taken to the first step in setting up post, and we’ll already have the URL set for your post content. Just fill in the time and date for your post to go live and which social account you want to post to.

When you are ready to do a social post you’ll find the clipped URLs in the post section under Links. Select the links option, then My Clips & Links at the top of the window that opens. Here you’ll find all the clipped URLs saved in your library. Finish setting up the rest of the steps to the post and you’ll see your URL live!

Set up Clipper

Setting up Clipper is easy, simply grab the paper clip icon on the right side of VR Social and drag it to your bookmarks bar.  Now any time you find an article or blog post you want to share, just click the button in the bookmark bar and we’ll save it for you. You’ll have the option to set up a post right then, or save it for a later time.

 

 

 

Find the browser you are using below and follow the instructions if the bookmark bar is not set up already.

Firefox

PC:  go to Firefox menu -> Bookmarks -> Bookmarks tool bar

Mac: In the top right of the browser click on the icon with a star and select View Bookmark Tool Bar.

Or go to View -> Toolbars -> Bookmarks tool bar

Internet Explorer - Click on the star icon in the top right corner- -> Favorites Bar

Chrome  

PC: Click on the star icon in the top right corner-> bookmarks bar

Mac: View -> Click on Always Show Bookmark tool bar


Safari: View -> Show Bookmarks tool bar

Clipper Overview

Easily Clip Content & Share with Your Fans & Followers with Clipper.
Have you ever browsed the web and found something interesting you think your fans and followers would love? With VerticalResponse Clipper you can easily clip and share content with your friends, fans and followers.

Drag the Clipper icon into your Bookmarks toolbar
When you’re browsing the web simply click Clip It from your Bookmarks toolbar and save in your Library.
 You can set up a social post right then or post it later, the clip will be saved in your VerticalResponse social library.

Clipper is one of the features of VR Social, check it out today!

Manage Published Coupons

When you have created coupons and set them live, you’ll be able to manage them from the My Coupons interface.

This page will show you all coupons you have created, whether they are live or still in the creation phase. Plus you can see how many views and shares your coupon has had.

Clicking on the dropdown menu will allow you to View Details , Go to coupon website, create post, copy or close coupon.

View Details - Get a preview of the coupon and offer, plus the status of the coupon and the URL for the coupon website.  This window will also give you some insight into the interaction people have had with your coupon, like Views, shares or likes.

Create Post  - Will allow you to set up a post for your Facebook, Twitter or Linkedin accounts and include the coupon as part of your post.

Coupon Website - This will show you what the website looks like with the coupon offer on it.

Copy - Allows you to make a copy of the coupon, instead of starting from scratch.

Unpublish coupon - If you don’t set up an expiration date for your coupon you can close it whenever you like. Anyone trying to access the URL for the coupon will just see a screen saying its no longer valid.

Publish a Coupon

Once you’ve created your coupon you’ll need to publish it to make it live.

To publish your coupon, go to step two, Publish coupon.  There are two options on this page, Facebook or create a stand alone web page, you can also chose to use both options if you like.


Show on Facebook

The first step here is to set up the Facebook Page (for your business) you want to post to. If you haven't set that up in your VR social account yet, click the blue button to enter the Facebook account you want to link to. Our system will help you out with this.

By default we will gate your Facebook Page for visitors that have not yet Liked your Page.  We will add an opaque window over the coupon page asking the person landing there to like the page.  If you don’t wish to gate the coupon, uncheck the Gate Facebook box.

You can also set up the message that will show before someone likes the page, the default message is:

Thank you for visiting our page! To keep in touch with us and receive special announcements, please like our page!


If you want to allow people to skip the like message you can provide that option.


Show on the Web

This option allows you to create a stand-alone web page with a url that you can include in emails or share on Twitter or other social networks.

The first step is to check the box to create the coupon page. If you would like to preview what the page will look like, click the blue preview button.

You also have the option to ask people viewing the coupon to follow you on Twitter. If you would like to use this feature check the box and enter in the Twitter account you would like to promote.

At this point you can save the coupon and edit later. Or you can click Launch Coupon to set it live.

Create a Coupon

To create online coupons go to your VR Social tab and click Coupons.

Click the blue button that says Create Coupon to get started and our system will walk you through the steps.

Each box on this page is here to help you design your coupon; lets start at the top and go through what each one is for. Any that are highlighted in blue will allow you to add your own text

The very top box is an optional image you can add to the top of the coupon. This image is here to give some color and help keep your branding consistent between different platforms. You do not have to use an image here though, it's optional. There is another box on this page to add an image related to the coupon.


Coupon Image - You can add an image related to your coupon in this box. The image should be around 200x200 pixels and saved as a .jpg, .gif or .png

My coupon box - this is the name of your coupon, it will show up on the coupon so use a name your recipients will understand.

The next box is where you can put in the coupon offer, what they need to buy, if anything, and what they will get for redeeming the coupon.

Coupon Code - This is where you can enter a code; you can make up any code you like.

The next editable box is the fine print. If there are any restrictions to the use of the coupon or any kind of purchase required to redeem it include that here. You can also include the expiration date here, but there is also a box later for that.


How to Redeem box - Explain to your customers how to redeem this offer, e.g. Print this coupon out and hand it to your server.

Note: You can use * and _ to create *bold* and _italics_ here.  Leave the first line blank if you don't want this section to have a title.

About Your Business - Include some information about your business, for example, the address, a phone number, etc.

Details section


Reference name - a name you give the coupon to help you keep track of how well it does. Your recipients do not see this name, so call it whatever works for you.

Expiration Date - The default here is no expiration, but you can set the date to whatever you would like it to be. Once that date comes around the coupon will automatically expire unless you extend it.

Autosave is on by default to keep all of your changes saved for you.

Once the coupon is ready to go click Save and Continue to move to the next page.

You can still edit the coupon whenever you need to until you launch it.

Get Started with Coupons

You can create an online coupon to share through Facebook, Twitter or email in just a couple of steps.

To get started log into your VR account and click on the Social tab at the top.  You’ll see links for managing your Social posts just beneath the blue navigation bar, click on Coupons and then the blue button on the right to set up a new coupon.

There are two tabs to create a coupon, tab one is where the text and offer for the coupon are set up, tab 2 is where the coupon goes live and is published to your social accounts or a hosted web page.

The first step to creating an online coupon will walk you through the different sections to create the look and feel that you want, including adding your own images. Our system will walk you through the information and boxes on the coupon.

Once your coupon is set up you can publish it and share on social media or through an email. You control the offer in the coupon and how long it’s good for, you can cancel the coupon at any point.

Coupons Overview

Your VerticalResponse social account will let you promote your business with special offers! Not only can you create customized coupons to post to your Facebook page, you can also promote your coupon on Twitter and LinkedIn for even more exposure. How? It’s easy. We provide a link for you to share, and host a web page with your coupon.

Our system will walk you through setting up the coupon, including any offer you wish to use, how long the coupon is good for and uploading an image.

Once your coupon is set up you can publish it and share on social media or through an email. You control the offer in the coupon and how long it’s good for, you can cancel the coupon at any point.

We also give you reporting for the coupon, how many likes and shares you get through social media or emails.

The coupons tool is one of the features of VR social, check it out!

Track Your Event (Text tutorial)

Once you've sent out your event email invitation you can track it like you would any email you mail through VR. Thats because the email is sent from your VR account!

To see the reporting stats click on the name of the email in the Reporting section, it will have the same name you gave the event plus the time and date created.
Just like any email you send through your VerticalResponse account, you will see who opens, clicks, bounces, etc. All the reporting will be the same as you are used to for any email you mail through us.

VerticalResponse Event Demo

VerticalResponse Event Webinar

Join VR Marketing team members as we go over using our Events marketing tool.

Learn great tips to help get you started including:

  • Create, send and track email invitations and reminders
  • Promote through Facebook, Twitter and other social networking sites
  • Track event performance through an easy-to-use Event Dashboard

Get Started - Create a Post

Whether you’re a social media marketing newbie or a seasoned pro, VerticalResponse Social takes the guesswork out of what to post and when. Get started with social marketing with three easy steps!

For a quick demo of the social product, click here.

 

1. Set up industry - When you first click on the Social tab in your VR account you'll be asked to select your industry. We will pull information from the web based on industry settings in your account that can be shared through posts. You can change these settings if you wish to see other data suggested. To do this click on the Source link at the top of the account. You’ll have the option to change your industry here -  click Change  and select the correct option. You can also add feed from your favorite source on the internet including a favorite blog or your own blog.

You can add other categories of interest here as well by toggling the Turn On/ Turn off buttons.



2. Link Social Accounts - Once you are logged in you’ll need to link up your Twitter, Facebook and LinkedIn accounts so you can add posts. You’ll see the option to set up any of these accounts from this page. You can set up both your personal Facebook account and your business page. After you have entered your login info for your social media accounts Go to Next Step.

3. Posts: From the My Post page you can create a new post or set up a social campiagn.

  • Set up a Single Post   A single post will allow you to post an update, a link, a picture, an artcle, whatever you choose, to Twitter, Facebook or both. It will be posted just once to the account or accounts you choose. You opt to post now or schedule your post when you want it to update.
  • Set up a Campaign Creating a campaign with VerticalResponse Social is an easy way to manage your social media posts. It will allow you to schedule multiple posts at one time, so your social media can be taken care of for a day, a week, a month, whatever you choose. We give you 5 different types of posts, but basically they all are updating info to your Facebook,Twitter or LinkedIn account as a post.  Link, Question, Quote, Photos or Status.

Get Started - Create an Event


Are you ready to host an event and need an easy way to manage, promote and sell tickets? Get started with VerticalResponse Events!

For a quick demo of the Event tool, click here.

Create

  • From the 'Account Dashboard' area, select 'New Event’ from the column on the left.
  • Enter the Name of your Event and select 'Create'; this prompts the Edit Event Page to open.
  • In the top section of the Edit Event Page, just below the VerticalResponse logo, mouse over the area and you'll see 'click to edit,' Click anywhere in that section to add information or make edits.
  • The event name you chose in step 3 and other information about your organization is defaulted here. Edit as needed, add the Date & Time of your event (you can chose to hide it on the published page), and make sure the 'hosted by' information is correct.
  • Click  'Save’ at the bottom of the window to save edits.
  • Edit each section as needed, including ticket information. For more details on setting up tickets and setting up Paypal check out the Events section on the helpsite.


Share  - You can share your event through social media, your website or a VR email.

  • Promote and sell event tickets through your organization's Facebook page.
  • Send event invitations using VerticalResponse email marketing to pack the house!
  • With the latest Social Sharing features in VerticalResponse you can instantly promote your events through social media (like Facebook & Twitter) at the same time invitations are sent to your guests.


Track
Once you've sent out your event email invitation you can track it like you would any email you mail through VR. Thats because the email is sent from your VR account!

  • To see the reporting stats click on the name of the email in the Reporting section, it will have the same name you gave the event plus the time and date created.
  • Just like any email you send through your VerticalResponse account, you will see who opens, clicks, bounces, etc. All the reporting will be the same as you are used to for any email you mail through us.


Plus, use the dashboard for your event to track who has signed up to attend your event.

 

Get Started - Create an Email


Getting started with email marketing is easy! Just follow these 6 steps to create and send your email.

To watch a recorded demo click here.

 

1. Upload a list

Before you can send an email out through VerticalResponse, you’ll need to have your list ready to go. It needs to be in either Comma Separated Values (.csv) or Text Tab Delimited (.txt) format before you can upload it. These are standard spreadsheet formats, so just about any spreadsheet (like Excel) or contact management program (like Salesforce) will have the option to "Save As" or "Export To" one of these formats. Once your list is ready to go you can upload it into your account.  You’ll find a New List link on both the Home page and Lists sections of your account. Click this link and the system will walk you through the upload process.

2. Upload an Image

In the Library section (Tools tab, then Library) of your account you can upload the images and logos you wish to use in your emails. Any uploaded images need to be in JPEG (.jpg) or GIF (.gif) format. Don’t have images? Just click "Search Gallery Images" in the menu on the left hand side. There you can search through 75,000 images in our free Stock Photo Gallery to find the images you need. You can also resize and crop any images with the image editing tool.

3. Start an email

To begin, click New Email in the email section of your account. The first thing the system will ask you to do is to name the email. The email name is something for your reference, your recipients won’t see this so name it something that makes it easy for you to keep track of. The subject line is the headline of your email and should be treated much the same way as the headline of a newspaper article. It should be short and interesting, and describe the content of your message. Try to keep the subject line between 40-50 characters, because many email browsers cut the subject line off at that point. For more information watch this short video.

4. Select a template

There are four different email editors in VerticalResponse: the Wizard, the Canvas, Freeform, and Plain Text.
Our Wizard is a great tool for everyone and requires zero technical experience. Simply drag and drop your content and see your email take shape as you go.
Our Canvas is a true WYSIWYG tool for those who like an HTML or MS Word type editor. We like to call it our ‘intermediate’ tool. The canvas’s streamlined navigation and clean interface make creating your emails fast, flexible and flawless.
Text - Need to create a simple message with no images, formatting or colors? Super easy! Just enter in your plain text and create your email.

5. Create an Email

Creating an email in the Wizard and Canvas editors is similar to formatting a document in Word. Once you choose the template that best fits your needs, you can add your content and images. You can format the copy, paragraphs and headlines however you want, as well as add bulleted and numbered lists.

6. Send Your Email

After you’ve designed your email, it’s time to send it. Sending an email through VerticalResponse is a quick, three-step process:
Preview - View your email in  both the text and HTML versions, plus send a test to make sure everything looks good.
Recipients - Select the list or lists you wish to send your email to.
Send - Schedule when you want your email to go out, up to 4 months in advance. Plus set up your email to post to Facebook and/or Twitter once its mailed out.

VerticalResponse Social Demo

Come join VerticalResponse marketing members as we take you through how to successfully use VR for your business.

Learn How To:

  • Create new posts for Twitter, Facebook and LinkedIn all at once
  • Learn about the engagement level of your posts
  • And more!

VerticalResponse for Salesforce demo

Join Education & Training Manager Jill Bastian as she covers how to:

  • Get your VerticalResponse for Salesforce account up and running.
  • Build a mailing list using Lead & Contact records
  • Create and launch your first email
  • Access your email reporting through both VerticalResponse and Salesforce

For a longer, more indepth demo watch this one!

Getting Started with VerticalResponse demo

Join Education & Training Manager Jill Bastian as she covers how to get started with your new VerticalResponse account.

Have a question? Ask us now!

In this beginners session learn the basics of:

  • Uploading your mailing list.
  • Adding images to your Library for use in your emails
  • Choosing an email editor and setting up an email campaign
  • Create and launch your first email.
  • Examine the reporting from your sent email and measure the success of your message.

 

For a longer, more in depth demo watch this one:

VerticalResponse Social Demo

Webinar: Word of Mouth with Andy Sernovitz

You want more people to talk about you — but how do you create a word of mouth marketing campaign? In this popular talk, you’ll learn how to energize your fans and generate positive word of mouth about your brand. We’re going to get specific here: Where to start, what to do, and how to make it successful. Guess what? It’s common-sense stuff that you can use the next day without a big budget.

You’ll learn how to:

• Find the right people to talk about you (influencers and evangelists)

• Give them something to talk about (viral content and buzz)

• Create tools to make it easier for them to spread the word (social media and offline)

• Participate in the conversation

• Track and measure the results

Andy Sernovitz teaches word of mouth marketing. He runs SocialMedia.org, the community for social media leaders at the world’s greatest brands, and WordofMouth.org, where marketers and entrepreneurs learn to be great at word of mouth marketing.

Webinar: Facebook Insights - Update

Join our VR Marketing experts as we take you through an important tool for reporting and tracking your Facebook success. Facebook Insights has a new look and feel, come learn how to get more out of social media for your business.

Webinar: San Francisco Food Society June 2012

 

Want to view the slides instead?

 

VR Social Comments

Managing Social Media Comments (video) Managing social media marketing can be a time consuming process, especially for small businesses. VR Social can help you manage both your posts and any comments you get from them. This video will walk you through the steps.

VR Social Getting Started (video)

VR Social Pricing (video)

Webinar: Delivering Email B2B

Join VR Team Members as we share secrets to delivering to business addresses. Learn more about email delivery and what you can do to help get your emails to the inbox for these types of addresses.

SF Small Business week 2012

VerticalResponse Email + Social presentation - Austin

 

We visted Austin for the Word of Mouth conference. In these slides you'll learn practical, hands-on techniques to get started, earn love from customers and create an amazing word of mouth experience.

Posting to your Facebook Page

< 5 Social Tip: Posting as a Profile on Your Facebook Page

Tagging Photos on Facebook (5:04 min)

< 5 Social Tip: Tagging Photos on Facebook

Webinar: Get the Most Bang for Your Pay Per Click Buck

Search Engine Marketing (SEM) or Pay Per Click (PPC) is one of the most cost-efficient forms of online advertising available to you today. It allows you to promote your website by increasing its visibility in search engine result pages through the use of paid placement, contextual advertising and paid inclusion.

Join the VerticalResponse marketing experts as they discuss how to prepare, launch and manage a successful PPC/SEM campaign:
-Setting your campaign goals
-Determining your list of keywords
-Setting up your PPC/SEM account(s)
-Writing your ads
-Bidding on keywords
-Tracking your campaign

Webinar: Tips for New VR for Salesforce Users

You've set up VR in your Salesforce account, but now what? Join us as we answer some new user questions like:

  • What if you don't see the email data in Salesforce?
  • I see a message about the email opt-out field. What is that? And why do I need that?
  • Why is my list size zero? I know I have Contacts.
  • What are Contacts anyway?

And other common questions that new users may have.

Login errors for Salesforce users

You may encounter login errors when using VerticalResponse for AppExchange if your browser is unable to accept cookies. Follow the steps below to allow your browser to accept third party cookies (the exact steps may vary depending on your browser version).

Internet Explorer

  1. Go to Tools | Internet Options and click on the Privacy tab
  2. Click the Sites button
  3. Enter rodinal.sfoffice.verticalresponse.com, click Allow and Ok
  4. Click Ok


Firefox

  1. Go to Tools & Options and click the Privacy button
  2. Next click the Exceptions button
  3. Enter rodinal.sfoffice.verticalresponse.com, click Allow and OK

Example:

 

  1. At the top of the Firefox window, click on the Firefox button (Tools menu in Windows XP) and then click Options.
  2. Select the Privacy panel.
  3. Set Firefox will: to Use custom settings for history.
  4. Check Accept third-party cookies.
  5. Click OK to close the Options window .

 

 

 

 

If this does not help check these settings in your Salesforce Account:

  1. In Salesforce, check "Set Up | Administration Set Up | Security Controls | Session Settings" and make sure the following box is
  2. NOT checked - "Lock sessions to the IP address from which they originated"
  3. Clear the browser cache, shut down and then restart the browser

 

VR Social Campaigns (video)

VR Social My Posts (video)

VR Social Content Library

VR Social Posts Overview (video)

Webinar: 10 Keys to a Killer Facebook Timeline

 

Facebook has updated its look for personal profiles and now for company Pages. Learn how to get the most for your business from this new Facebook look. Join Social Media Manager Ellery Long as he takes you through 10 key ideas to make it work for you!

Webinar: Content is King

There is no question the content of your emails, blogs, websites, and even social media outlets has never been more important for driving engagement and meeting the needs of customers. More than ever, it is essential to provide not just more new content but more content that is relevant and useful to readers. Join our marketing team experts as we show you how!

Webinar: Wow! I Didn’t Know I Could Do That In VR 2012

Join us as we go through features in your VR account that you may not know are there! Check out: -Segmentation -ROI -Social Media And lots more!

Webinar: How to Avoid the Spam Folder

Learn more about email delivery and what you can do to help get your emails to the inbox.
Join marketing team members to find out tips on how to create your email to avoid spam filters.

TFM&A Presentation 2012

We visited London for the Technology for Marketing and Advertising conference. Our own Alan Keller, VP of Business Development did a presentation on using social media with email. You can view the slides for the presentation here.

Add Our Address to Your Safe Sender List

Add Our Address to Your Email Safe Senders List, Address Book or Contact List.

Email newsletters can be blocked or filtered into the bulk folder especially now that email filters are focusing more strongly on “grey mail” or commercial mail. As a result of these changes you may be unable to read certain email communications even if you have subscribed to receive them.

To avoid these situations, add our email addresses to your Safe Senders List. We've put together a list of the most commonly used email programs with easy to follow instructions on how to add email addresses to your Safe Senders List.

Please add either the From Address that the email you received came from OR add the domain @mail.vresp.com to your Address Book or Contacts to continue receiving your subscriptions in your inbox!

What is an Email Safe Senders List?


Each email program features spam filters which automatically recognize white-listed and blacklisted email addresses. White-listed addresses are deemed acceptable and mail from these addresses is usually delivered to the inbox without additional filtering.  Blacklisted addresses are senders from which you do not wish to receive email communication from. The Safe Senders List, also commonly referred to as a White List, is a list of all email addresses you would like to receive email from without impediment.

Your Safe Senders List is managed by you within your email program and can be easily updated based on your preferences.  By default, email messages that you add to your own personal address book are considered safe and will not be re-routed to your junk email folder.

How to Add an Email Address to Your Safe Senders List?

Email Account Providers

AOL 8.0+

  • Step 1 Open the email
  • Step 2 Click Add Address icon
  • Step 3 Verify the sender's contact information


AOL Webmail

  • Step 1 Click on the Addresses tab in the upper right corner of the Mailbox window
  • Step 2 Click on the New drop-down menu and select New Contact.
  • Step 3 Type the email address of the new contact in the Screen Name field and click the Save button.


Earthlink

  • Step 1 Open the email
  • Step 2 Click Add Sender
  • Step 3 Verify that our contact information is correct
  • Step 4 Click "Yes"


Entourage

  • Step 1 Open the email
  • Step 2 Right-click the sender's email address
  • Step 3 Select Add to Address Book in the short-cut menu
  • Step 4 Verify the sender's contact details


Gmail

  • Step 1 Open the email.
  • Step 2 Click on More Options in the upper right hand corner of the message.
  • Step 3 Click on Add Sender to Contacts List in the header of the email.
  • Step 4 A confirmation message will be displayed above the email.


Juno

  • Step 1 From the mail screen, click on the Address Book tab.
  • Step 2 Insert the email address you would like to add.
  • Step 3 Click Quick Add


Mac Mail

  • Step 1 Open the email
  • Step 2 Right-click the sender's email address
  • Step 3 Click Add to contacts in the short-cut menu
  • Step 4 Click Save and Close


Microsoft Outlook Express 6+

  • Step 1 Open the email
  • Step 2 Left-click the sender icon, or right click the sender's name
  • Step 3 Click Add to contact
  • Step 4 Click Save and close


Microsoft Outlook 2003

  • Step 1 Open the email
  • Step 2 Select Actions on the toolbar
  • Step 3 Select Junk Email from the drop-down menu
  • Step 4 Select Add sender to Safe Senders List
  • Step 5 Verify that our contact information is correct and click Ok


Microsoft Outlook 2007

  • Step 1 Open the email
  • Step 2 Click Options on the Tools menu
  • Step 3 On the Preferences tab, under Email, click Junk E-mail
  • Step 4 Select Safe Senders or Safe Recipients tab and click add
  • Step 5 Enter the email address of the contact and click Ok


Mozilla Thunderbird

  • Step 1 Click the Address book button
  • Step 2 Make sure the Personal Address Book is highlighted
  • Step 3 Click the New Card button
  • Step 4 Under the Contact tab, copy and paste our address and click ok


MSN Hotmail (Classic)

  • Step 1 Open the email.
  • Step 2 Click Save Address in the menu bar.
  • Step 3 Verify that our contact information is correct
  • Step 3 Click OK on the next screen.


Window Live Hotmail
Adding to the Address Book doesn’t automatically add you to the Safe Sender list; you must mark the sender as Safe.

  • Step 1 Open the email
  • Step 2 Click on the Mark as Safe link


Yahoo! Mail

  • Step 1 Open the email
  • Step 2 Select the Add to Address Book link.
  • Step 3 Enter the email address of the contact and click on Save Contact.

Webinar: Using the VR API

Wondering about VerticalResponses' API? When and how to use it? Join us as we take you through the ins and outs of using our API to link up your data to your VR account.

Webinar: 1 Template 5 Ways to Use it

The templates are a starting point for your email, and many are fully editable so you can truly make them your own. Whether you use the Wizard or the Canvas tool you can create the email look that you want using one of our templates. Join us as we go through how to make a template work for you.

Creating a Facebook Page

Using Facebook for your business has become a really important part of marketing for small businesses. With 700 million Facebook accounts and growing, chances are you have a personal profile, but have you set up a Facebook Page for your business? If not, here are a few steps to get you started, plus a few links to help with any other questions you may have.

What is a Facebook Page?
 
A Facebook Page is a public profile that allows you to share your business/organization or products with Facebook users. They are very similar to your personal profile, and with Pages you can add applications that help your company or organization engage with your audience, through friend recommendations, News Feed stories, Facebook events, and beyond. You can create and manage a Facebook Page for your organization from your personal account.


To Get Started:

1. Click here to start setting up your Page. There are six options to get started here; most businesses will select the second one - Company, Organization or Institution.  If the account you are setting up is for a non-profit organization you definitely want to set up a Page and select the option just mentioned. Pages have more options and analytics that all businesses, including non-profits, will benefit from.

 

2. Facebook will walk you through setting up your new account, starting with the industry your company/organization is in and the company name. From here you can start adding info about your company, profile images, contact info, etc.

Help converting your Profile into a Page

Help with Facebook Pages http://www.facebook.com/help/?faq=12320#!/help/?page=175

 

VR for Appex Demo Overview

Looking for a quick overview of your new VerticalResponse account? Check out this demo! For a more in-depth look and live Q&A join one of our weekly demos!

VR Demo Overview

 

Looking for a quick overview of your new VerticalResponse account? Check out this demo! For a more in-depth look and live Q&A join one of our weekly demos!

Webinar: Using Images in Emails

Learn the ins and outs of using images in your emails, including:

  • Sizes to use in emails
  • Using Alt text
  • Creating an email from an image

Join our marketing team members as we dive into some email creation specifics!

Webinar: Grow Your Mailing List! 2012

How to build an email list is one of the most common questions we get at VerticalResponse. In this webinar we will discuss how to build your list and help you engage, connect and build strong relationships with your customers.

Just want to look at the slides? Check them out here!

Webinar: Social Media for the B2B Business

When it comes to social media marketing, it's easy to feel like B2C companies get to have all the fun. This webinar will prove that B2B businesses can get in on the action too!

Join Marketing team members as we cover:

  • Social best practices for B2B marketers
  • Which social networks make the most sense in the B2B space
  • How to turn traffic and social fans into leads, conversions, and beyond


Just looking for the slides?

Roost Demo

 

Did you miss the recent Roost live demos? Check out this recorded version!

Webinar: Using Surveys for Your Business

Join VerticalResponse marketing team members to learn how surveys can help build relationships with your customers and grow your business. We will also go over how to use our survey tool including:

  • Choosing the template that's best for you.
  • Create & edit your questions.
  • Analyze the statistics and reporting data you get back.

Be sure to bring questions you have about surveys, and we will answer those too.

Webinar: Getting Started With Blogging

Have you thought of creating a blog for your business but aren't sure where to start?

Join our Marketing team members as we cover:

  • How to create a blog
  • How to get started
  • Content ideas
  • Plus, learn how to use your email marketing and blogs together!

Our marketing experts will take you from start to finish for this fun and personal form of social media.

Salesforce Campaign Member Status (text tutorial)

When using VR for Appexchange you can update the stats from your VR account back to the Leads and Contacts in Salesforce. VR includes a custom object during the installation to show the email activity such as open, click, bounce and unsubscribe. This information can also be reflected in a Salesforce Campaign History object with just a couple of modifications to the Campaign.

To add Open, click, bounce and unsubscribe reporting to Campaign History follow these steps:

Create your campaign, be sure to click the Active box so that VR can find your campaign. Once the campaign is set up click on Advanced Setup.

 

 

  • Under Member Status Values click Edit

Then add these fields exactly as they are here:

  • Opened
  • Clicked
  • Bounced
  • Unsubscribed

And check the Responded box. Once they are set up click Save.

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.

Installing VerticalResponse for Salesforce (text tutorial)

If you are a new customer, simply follow the installation and customization steps to create your new account.

1. Visit the AppExchange

  • Go to the VerticalResponse listing on Salesforce.com’s AppExchange. Note, if using Group Edition install this version.
  • Click “Get It Now”
  • Provide your contact information and click on Submit
  • Enter your Salesforce Username, Password and select whether you’re a Salesforce Administrator, Salesforce User or a Free 30 Day Trial User. When finished, click on Continue.
  • Designate if you would like to install the app in your Production (including Developer Edition) or if applicable, in to your Sandbox. Once you’ve read through Salesforce.com’s Terms of Service, click on Continue.


2. Review Package Components, Set Security Levels & Install

  • Before installing you will have the option to review all the components of VerticalResponse for AppExchange. The package name, version, description will also be noted. Simply click “Next” to proceed.
  • VerticalResponse for AppExchange requires access of your Salesforce.com objects through the API. Please review and approve the required access by clicking on “Next”.
  • Choose security levels to determine which user profiles can access VerticalResponse for AppExchange. Click “Next” to continue.
  • Now you’re ready to install the application! Just click the “Install” button and VerticalResponse for AppExchange will be added into your Salesforce.com account.


3. Completing the Installation and Exposing Custom Objects

  • Now that the application has been installed you have the option to immediately deploy the Custom Object components or choose to customize them first before rolling them out.
  • If you choose to deploy the Custom Objects now you will see a listing of the two reporting objects: VR Email History Lead and VR Email History Contact. To proceed, simply click “Deploy”.
  • Almost done! You’ve now completed the initial installation of VerticalResponse for AppExchange and you will see a summary screen that displays the application details. In addition “VerticalResponse” now appears in the AppExchange drop-down menu in the upper right-hand corner of your salesforce.com account.

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