Non Profit Vertical Response Setup How To:
1. Install VR for App Exchange in Salesforce
2. Each Salesforce user that will be sending emails using Vertical Response must:
login to Salesforce
go to the Vertical Response App
click on the VREmail tab
NOTE: this creates a VR Account for each user; you can set these up later as users are added to the system, but if you want to pool email credits, you’ll need to let VR know which user accounts to pool. (see more detail on this below)
3. SF Admistrator fills out the VR Non Profit Application form to recieve your 10,000 free emails/month: http://www.verticalresponse.com/non-profits/application/
NOTE: DO NOT set up a new VR Account; your VerticalResponse User name is the email address associated with your Salesforce.com login
4. Attend a VR for Salesforce web demo: http://help.verticalresponse.com/how-to/tutorial/upcoming_salesforce_demos/
Pooling your 10,000 free Email Credits: Your Vertical Response email credits can be pooled among your Salesforce users. To do so, every one of your users needs to login to Salesforce, go the VerticalResponse app, and click on the VR Email tab. Once your users do so, you need to send an email tosupport@verticalresponse.com asking them to pool email credits among the Salesforce users, listing both their names and email addresses that correspond to those user accounts in Salesforce. One important note, although your Salesforce users can share in the pool of VerticalReponse email credits, your accounts in VerticalResponse are not linked together in any way. You can’t see emails that other users have sent in VR and vice-versa, nor can you Update Statistics for any emails but your own, sent from your user account.
Other Helpful Resources:
http://www.verticalresponse.com/education-support/
Notes/”Known Issues”:
1. While unsubscribes are recorded as part of the Contact record (in the email opt out field) when you Update Statistics on a VR Email, bounces are not recorded as part of the contact record (you would be able to see who’s bounced as part of the VREmail History related list). Best practice for handling bounces varies, but you may want to keep these people on your active mailing lists for 2-3 bounced mailings, but if you continue to mail to them, it not only eats up your VR email credits, but also gives a false picture of your engagment with the contact b/c it looks like you are actively enagaging them through emails, but they aren’t recieveing them.
Workaround = GW Trigger
2. Vertical Response opt-out is Global, meaning that if a contact opts out of ANY list, they will be excluded from ANY and ALL future mailings regardless of whether it’s to a different list.
Workaround = MailChimp, ExactTarget and iContact are all other mass email options that allow contacts to unsubscribe from a specific list.
3. VR basic reporting data (opens, clicks, unsubscribes and bounces) can be accessed through VR Email or VR Statistics tabs. Update Statistics button under both these tabs – this button allows you to push this data back into your Salesforce account, where you can access it under your Reports tab, within each Lead & Contact Record, and through Reports and Dashboards
Reports/Dashboards that come with VR:
VR Email History Contacts/Leads and VR Email History (dashboard)
If you aren’t getting stats after you send emails, check your page layouts and configuration and then check to see that you aren’t creating your emails by uploading a list; you can use either of the other two options but uploading a list of emails won’t connect with your salesforce contacts and update statistics.
Any record that does not include an email address, or that has its opt-out box checked, will be suppressed from the search and not included in the result when you are creating lists.
4. Campaigns – If you used a Salesforce Campaign to build your VR list, then you can see the opens, clicks, bounces, and unsubscribes in the Campaign Member Analysis Report. Just note that you’ll need to go into the Advanced Setup for the Campaign in question, and add Opened, Clicked, Bounced and Unsubscribed as Member Status Values to make this work.
