Comments on: Understanding Vertical Response and Salesforce http://nonprofitcrm.org/2008/04/03/understanding-vertical-response-and-salesforce/ Helping nonprofits use and leverage Salesforce.com Mon, 13 Oct 2008 19:06:52 +0000 http://wordpress.org/?v=2.5.1 By: gokubi.com » Blog Archive » Ideas for Better Unsubscribes in Vertical Response and Salesforce http://nonprofitcrm.org/2008/04/03/understanding-vertical-response-and-salesforce/#comment-194 gokubi.com » Blog Archive » Ideas for Better Unsubscribes in Vertical Response and Salesforce Thu, 01 May 2008 14:39:02 +0000 http://nonprofitcrm.org/?p=71#comment-194 [...] posted a comment over at a post I made at nonprofitcrm.org talking about Vertical Response and Salesforce. Mike [...] [...] posted a comment over at a post I made at nonprofitcrm.org talking about Vertical Response and Salesforce. Mike [...]

]]> By: MIke http://nonprofitcrm.org/2008/04/03/understanding-vertical-response-and-salesforce/#comment-193 MIke Thu, 01 May 2008 03:41:46 +0000 http://nonprofitcrm.org/?p=71#comment-193 thanks for the excellent summary, steve - the separation of vr info in the salesforce integration is frustrating, nice to have it confirmed. i checked with vertical response support on the unsub per list issue (hi seth!), here's their response: "We are actually working on changing how our list system works and later this year the unsubs will be attributed to a list, not the whole account as it is now." but, their response to a follow-up question confirms my fear this feature may not be well supported in the salesforce integration: "I don't know the plan for SF, my guess is that if someone unsubs it will mark the Email opt-out field no matter what since there is just one field there. I am sure as the release date gets closer we will have a lot more info on this." workarounds seem sufficient for us. so far we just included a separate email address for list-specific unsubscribes, but expect to support an unsubscribe page/form of some sort eventually. thanks for the excellent summary, steve - the separation of vr info in the salesforce integration is frustrating, nice to have it confirmed.

i checked with vertical response support on the unsub per list issue (hi seth!), here’s their response:

“We are actually working on changing how our list system works and later this year the unsubs will be attributed to a list, not the whole account as it is now.”

but, their response to a follow-up question confirms my fear this feature may not be well supported in the salesforce integration:

“I don’t know the plan for SF, my guess is that if someone unsubs it will mark the Email opt-out field no matter what since there is just one field there. I am sure as the release date gets closer we will have a lot more info on this.”

workarounds seem sufficient for us. so far we just included a separate email address for list-specific unsubscribes, but expect to support an unsubscribe page/form of some sort eventually.

]]> By: Seth Schneider http://nonprofitcrm.org/2008/04/03/understanding-vertical-response-and-salesforce/#comment-172 Seth Schneider Mon, 21 Apr 2008 21:06:27 +0000 http://nonprofitcrm.org/?p=71#comment-172 Thanks for the info Steve and Patrick. My organization (www.transcoalition.org) is getting close to Salesforce implementation (we're about a week away from beginning data migration). In the next phase (this spring/summer) we're going to be moving to a Salesforce-integrated e-mail blasting service. I had pretty much ruled out VR because of the global opt-out and the lack of support for multiple list subscriptions. But it's good to hear about ways of working around the lack of list subscriptions. I'll keep an eye on gokubi for updates. Do either of you see any compelling advantages of VR over Exact Target? (I believe there is a price advantage.) Thanks for the info Steve and Patrick. My organization (www.transcoalition.org) is getting close to Salesforce implementation (we’re about a week away from beginning data migration). In the next phase (this spring/summer) we’re going to be moving to a Salesforce-integrated e-mail blasting service. I had pretty much ruled out VR because of the global opt-out and the lack of support for multiple list subscriptions. But it’s good to hear about ways of working around the lack of list subscriptions. I’ll keep an eye on gokubi for updates.

Do either of you see any compelling advantages of VR over Exact Target? (I believe there is a price advantage.)

]]> By: Steve http://nonprofitcrm.org/2008/04/03/understanding-vertical-response-and-salesforce/#comment-127 Steve Thu, 03 Apr 2008 16:06:59 +0000 http://nonprofitcrm.org/?p=71#comment-127 Yes. All VR emails require the global unsubscribe link. We have thought that we could include a Manage My Preferences link that would go to a Plone page that presents a form for editing communication preference directly in sf.com. Lots of good options here, especially with Plone in the mix! Yes. All VR emails require the global unsubscribe link. We have thought that we could include a Manage My Preferences link that would go to a Plone page that presents a form for editing communication preference directly in sf.com. Lots of good options here, especially with Plone in the mix!

]]> By: Patrick Shaw http://nonprofitcrm.org/2008/04/03/understanding-vertical-response-and-salesforce/#comment-126 Patrick Shaw Thu, 03 Apr 2008 15:16:16 +0000 http://nonprofitcrm.org/?p=71#comment-126 Steve - terrific! We've been using VR a lot in SF (I'll send along our how to document via email). One thing we haven't done yet, but plan on doing is creating a web to lead or other sort of form that allows us to offer subscribers the option of selecting which communications they would like to receive. Instead of opting out globally (which of course they can do if they wish), we'd have a link that would map to Salesforce fields such as "volunteers newsletter, donor newsletter, board newsletter" and they could select the right vehicle - and then we'd build campaigns to send including those user preferences. Evan Callahan and I have chatted about this in theory but haven't implemented yet - but Evan would be a great person to help with some additional strategy! Steve - terrific! We’ve been using VR a lot in SF (I’ll send along our how to document via email).

One thing we haven’t done yet, but plan on doing is creating a web to lead or other sort of form that allows us to offer subscribers the option of selecting which communications they would like to receive. Instead of opting out globally (which of course they can do if they wish), we’d have a link that would map to Salesforce fields such as “volunteers newsletter, donor newsletter, board newsletter” and they could select the right vehicle - and then we’d build campaigns to send including those user preferences.

Evan Callahan and I have chatted about this in theory but haven’t implemented yet - but Evan would be a great person to help with some additional strategy!

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