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Articles
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Will my launched email be saved as a task?
When you launch an email using the VerticalResponse app in Salesforce, the "Activity History" object will be updated. No tasks will be created when you're using the VR app for Salesforce.
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Why don't I see a certain field as an option when creating a list of my Leads or Contacts?
When creating a new query to build a list, Leads will have Lead and Owner fields and Contacts will have Contact, Account and Owner fields as query options. If you don't see a field that you need to...
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Can I create a list based on Opportunities or other objects in Salesforce?
VerticalResponse email lists can only query against fields from Leads, Contacts and Accounts. If you have permissions to utilize the Salesforce Campaigns object, you can run a Salesforce Report on ...
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How do I create a Web-to-Lead Form in Salesforce?
1. Enable Web-to-Lead functionalityEnabling web-to-lead is a simple step that should take only a few seconds. Log into Salesforce and navigate to the setup area for web-to-lead (Setup | Customize |...
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Can I create a list using Salesforce Campaign Member data?
Campaign Member data is not directly accessible when creating a list from your Leads or Contacts. You can create a Salesforce Campaign and use the Salesforce Manage Members feature to add any Leads...
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Can I capture Salesforce leads from multiple web pages with a Web-to-Lead form?
Yes. Insert the generated HTML code into any web pages from which you want to capture leads. Whenever someone submits information on any of those web pages, a lead will be created.
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Can I attend a VR for AppEx product demonstration?
We have a recorded webinar for common questions about your VR account here: http://help.verticalresponse.com/how-to/tutorial/webinar_tips/. You'll find this demonstration, Using VerticalRespons...
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Why is my mailing list in VerticalResponse smaller than the Saleforce list I started with?
When you create a list in VerticalResponse from within Salesforce you will receive an email summary Load Report of the records loaded and not loaded into the list. Previously bounced and unsubs...
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Can I create a new list in Salesforce.com from an external file?
It is possible to import an external mailing list, in either a .txt or .csv format, however you cannot use the Update Statistics feature since the list data lacks any association to existin...
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Add "VR Email History" to page layout in Salesforce.com
For Leads Click on Setup at the top of the page (it might be located under your name) On the left side of the page, under App Setup, click on | Customize | Leads | Page Layouts. Click Edit next t...