how to use vertical response in salesforce

^{Integrating Salesforce with your VerticalResponse account is easy:}

• Download the VerticalResponse app from the Salesforce app exchange, then sign in with your VerticalResponse account (or set one up if you don’t have one already).
• Map your VerticalResponse contact fields and your Salesforce lead fields so the two apps sync the way you want them to. ...
• Choose how often you want the apps to sync, and then start getting detailed lead and customer insights right away. That’s it!

Features that enhance your email marketing

Save time with free, unlimited two-way syncing between Salesforce and VerticalResponse Automatically sync your Salesforce and VerticalResponse data as often as you want, when you want. A contact update in one platform automatically flows to the other.

How it works

Download the VerticalResponse app from the Salesforce app exchange, then sign in with your VerticalResponse account (or set one up if you don’t have one already).

VR for Salesforce - Home

The Home tab gives you an overview of both your VerticalResponse emails and lists, plus sync your Salesforce Campaigns and Reports. You’ll be able to view the most recent emails stats from your VR account, see information on recent emails, your VR lists, current Salesforce Campaigns & Reports to use as lists or sync reports.

Recent Activity

The recent activity box provides you with a reporting snapshot of the most recent email message sent out from your account. It also keeps a running total of unsubscribes from your mailing lists.

Recent VR Messages

The Recent VR Message section provides you with stats on the email messages in your VR account. This includes current drafts you’re working on.

VR Lists

Manage your VerticalResponse lists in this section. You’ll see a snapshot of all the lists within your VerticalResponse account.

Salesforce Campaigns & Salesforce Reports

Use your Salesforce Campaigns and Reports as mailing lists for your VR emails. This section will show only Campaigns or Reports that are scheduled to be synced, it’s possible there will be nothing listed here. To select and use Campaigns or Reports as a mailing list, go to the VR Contacts tab. Link here.

Sync Reports

Here you can see all the syncs you’ve done between your VR account and Salesforce, including the automatic global syncs. You’ll see:

What Is Vertical Response?

Our information focuses on each the way to combine SalesForce and Vertical Response and the advantages of doing so. First, although, we have to reply a extra primary query: what’s Vertical Response?

How To Combine SalesForce and Vertical Response

Generally, “integration” could be an intimidating time period. Most of the time, integrating totally different programs is overly complicated, particularly when you’re not a really technical particular person.

Take Electronic mail Advertising To the Subsequent Degree

Now you know the way straightforward it’s to combine with SalesForce. However now, you is likely to be asking your self one other main query: why would you need to?

Save Precious Time

Among the best advantages of integration can be one of many easiest. What are we speaking about? Saving time, in fact!

Highly effective Analytics

As soon as upon a time, enterprise house owners and managers thought there was no such factor as an excessive amount of details about prospects. Nevertheless, within the age of analytics, it’s vital to separate a very powerful info from the least vital info.

Straightforward to Set Up

The ultimate advantage of integration is one which we coated earlier. Merely put, this integration is simple to arrange irrespective of your stage of technical expertise.

Placing Clients First

Past the intuitive options, the true energy of Vertical Response is making a extra customer-centric advertising and marketing strategy. Nevertheless, many companies don’t notice simply why such a technique is so vital.