Salesforce.com

EEmail SService PProvider (ESP)

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VR Non-Profit Discounts

• 10,000 emails per month free

• 15% Discount Surveys & Postcards

• Non-Profits need to first signup for an account then complete

the non-profit application form

• For more information visit:

http://www.verticalresponse.com/pricing/non-profit/

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VR App

The VR App will appear in the apps drop down located in the top right corner of your screen

Once the app is selected the VR Email tab will appear

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VR Homepage

Create a new email

Create a new list

Sign up for a free webinar

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VR Homepage

Below “the fold” you can view your sent messages and associated stats

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Creating a New Email - Options

• Email Wizard – walks you through creation steps – Select a pre-designed template

– Type copy

• Email Canvas – use a GUI interface to design your email– Also allows you to edit the source code

– Options to send HTML msg as well as plain txt

• Freeform HTML-HTML Content only

• Text Only-Create a plan text email only

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Create a New List - Options

• Create a New List of Leads & Contacts – create a quick query of

existing sf leads

• Use Salesforce.com Campaign - create a list from leads associtd

with a salesforce campaign

• Import an external mailing list

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Salesforce Campaign List - Update

Add the following values to the member status of the campaign:

– Opened

– Clicked

– Unsubscribed

– Bounced

This allows the email stats to be updated and attached to the campaign on the lead record as opposed to simply aggregated in the VR Email reports

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Marketing via Salesforce

Send email blasts Online Advertising

Include URL directing leads to online form

Online form collects data and tracks in Salesforce

Create an automated email notification which s immediately sent back to end user

Create a assignment rule that delegates a task & email notification to a coworker to contact lead within

minutes