Sending Mass Emails to VanillaSoft Contacts with VerticalResponse

VanillaSoft's native emailing feature is designed for quick follow-ups but doesn't support mass emails. By integrating with VerticalResponse, mass emailing becomes possible. Email templates are created in VerticalResponse while lists and campaigns are managed through VanillaSoft. Campaign statistics are also accessible from VanillaSoft.

Step 1: Creating Your Email Template

  1. From the Admin homepage, select the desired Project.
  2. Open the Email, SMS & Docs menu and select Mass Email.
  3. Click Create/Edit Email Template for Campaign.
  4. If additional email credits are needed, click Buy Now.
  5. On the Email tab, click New Email.
  6. Enter the name in the Email Name field.
  7. Fill in the From Label and Subject Line in the Email Settings section.
  8. Adjust the Unsubscribe Info and Postal Address if needed.
  9. Provide the Reply-to Email.
  10. Click Next.
  11. Choose an email design option (e.g., Email Wizard or a manual editor) and click Next.
  12. Customize the email and click Next when done.
  13. In the Preview section, review both versions (HTML and Text) and send a test email. Make any adjustments needed, then click Next.
  14. In the Recipients section, select one or more mailing lists to receive the email and click Next.
  15. Schedule the email, then click Send Email.

Step 2: Initiate Email Blast Campaign

  1. Open the Email, SMS & Docs menu and select Contact Management.
  2. Click Build A New Query to create a new query or choose a saved query.
  3. In the Select Fields list, select Email and other relevant fields, then click the blue right-arrow button.
  4. Set the desired filter and value combinations, then click Run Query.
  5. From the results, click Perform Task and select Blast Tag & Mass Email Contacts.
  6. Enter the Blast Tag Name and Description, then check the Mass Email Contacts using VerticalResponse box. Click Next.
  7. Select the VerticalResponse email created in Step 1 and click Next.
  8. If you've previewed the email in Step 1, click Next.
  9. If a test email has been sent in Step 1, click Next.
  10. Select the Launch Date and Time, then click Next.
  11. Optionally, route contacts to a specific caller upon email opening by configuring the desired settings and clicking Finish.

Note: The blast tag is built immediately, even if a future launch date is set.

By following these steps, you can integrate VanillaSoft with VerticalResponse to run effective email campaigns that provide detailed analytics and enable mass emailing for efficient contact engagement.

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