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.
Sync Now - Update your email stats from VR to your Salesforce Leads and Contacts when you click the link, instead of waiting for the automatic sync. Quick ActionsAt the top right of the page you have quick links that let you:
Recent ActivityThe 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. The green number listed in the top left-hand column is the total amount of opens for your most recent email message. Plus you’ll see the name of the email and a link to see the reporting details for this email. At the bottom you’ll see the date and time the email was sent. Sync Now - Update your email stats from VR to your Salesforce Leads and Contacts when you click the link, instead of waiting for the automatic sync. Need more info on your message’s performance? A detailed report will provide you with in-depth stats for this particular email message. This report also includes details on all social media interactions if you shared your message. Recent VR MessagesThe Recent VR Message section provides you with stats on the email messages in your VR account. This includes current drafts you’re working on. You’ll be able to view:
VR ListsManage your VerticalResponse lists in this section. You’ll see a snapshot of all the lists within your VerticalResponse account.
Sync Now - Update your list details between VR and your Salesforce Leads and Contacts when you click the link, instead of waiting for the automatic sync.
Salesforce Campaigns & Salesforce ReportsUse 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 ReportsHere you can see all the syncs you’ve done between your VR account and Salesforce, including the automatic global syncs. You’ll see:
Actions – View Details For in-depth reporting on individual syncs, click the View Details button in the right hand column. This link takes you to a page where you can see more reporting including the total number of leads created in Salesforce and the total of any contacts that are on hold. For more info check out our help page. |