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Get Started with VerticalResponse - Guide

Ready to send out an email but not quite sure how to get started? This guide was made just for you! In just a few quick steps you can get your mailing list and email set-up and ready to send out. If you want to watch a demo instead, click here!
First things first
Before you can set up an email or upload your mailing list, you're going to need to round up a few things.
List - You'll need your email marketing list ready to upload into your account. The easiest way to do this is by saving it in Excel as a .csv, .xls, or .xlsx file type. You can manually type in your contacts if you have a few, but if you have a lot, you’ll want to upload them to save time.
Email Content – Think about what kind of email you plan to send: Newsletter, Invitation,  or Sale and what your content will be. Gather any images you want to use, links you’ll need in the email and the text. You don't have to write everything in your email ahead of time, but having an idea of what you want to say, and any content you want to include will make the creation process much faster. Plus, knowing what kind of email you want to send will make selecting a predesigned template easier.
Social Media – Sharing your email on social media helps spread the word about your business. You’ll want to include links in your email that allow readers to both share your email on social and to follow your business on social media. We provide social media icons to add to your emails. Have your social media page URLS handy.
Now that you have your email ingredients ready, let’s get started!
Add your Contacts
The Contacts section keeps track of both your email mailing lists and social media connections. You can upload or drag and drop your email contacts in an Excel file, or manually type them in one by one. You can also connect your Facebook and Twitter accounts in this section.
Upload a list
  • To create a new list, click the green plus (+) button to the right of Email Lists and we'll walk you through adding it.
  • Give your list a name.that indicates who is on the list or the purpose of the list. Ex: Email Newsletter List or
  • Keep in mind that your subscribers can see the name of your list if it's public, so keep it simple.

Once you’ve named the list, you can add contacts to it. If you're uploading a list, your file should be saved in .txt, .csv, .xls, or .xlsx formats. These are the most common types of Excel files and yours is probably already saved in one of these formats.
Upload list
You can upload your list one of two ways:
1) Click the "Browse and Import" button on the left and find the file you want to upload from your computer.
2) Go the easy route and drag your list from your computer onto the target where it says "Drag & Drop." We do the rest!
If you just have a couple of contacts to add, you may want to select "Add Manually" and type them in individually.
Now that you have your file uploaded, match your data to finish adding the list to your account. Take a look at the drop-down menus above your data, and match what you see in the column to the options in the menu. For example, in the column with email addresses you'll select, "Email Address" in the drop down menu, match first names with "First Names," etc. If you don’t want to include the data in your list, select "Unmapped" and we won’t upload any of that information. Once everything looks good, click Import on the right and you're ready to go!
Map Fields

You can also create a custom field during your list upload. On the Map Fields page just type in a new custom field name where it says Unmapped. Once you like the name, click Create Field.

Custom Fields Map Field Page
 This is same section where you’ll connection your social networks, so we’ll do that now as well.
Add Social Accounts
To add your social accounts, click the green plus (+) button to the right of Social Accounts. If you've added every social account your current subscription allows, we'll let you know. If you need to add an extra account, you can always upgrade your subscription.

 Add New Social Account


The section titled Social Accounts on the right side of the page will display all of the social accounts you've linked. Here’s what else you’ll find here:

  • Type – This displays the social icon of the network you've linked
  • Name – This is the name associated with the social account you’ve linked. It could be your name, your company name or your Twitter handle.
  • Followers – This is the total number of followers for each account you've linked.
  • Total Followers – This is the total number of followers you have for all your social accounts combined.  
Create an Email
Now that you’ve uploaded your lists and linked your social media accounts, it’s time to create an email. Creating a new email only takes a few simple steps! Just select a template, add some images, links, your text, and you should be ready to send.
To create a new email, click on the Messages tab of your account, then click the plus (+) button in the top right displaying a green envelope. 
Our system will then walk you through the process of creating your email. The first step is to select a template.
Template Gallery
The template gallery is where you’ll find pre-made designs for your emails. By default, you'll see a column of different themes on the left side of the page. You can look under Themes and All to see all of the templates available, or click on a specific theme to find templates that fall into that category. Purpose will sort the templates by the type of email you're planning to create. Select Basic to sort the templates by layout style: One Column, Two Column or Three Column.
All templates are responsive, which means they adjust to the device and screen size your reader is using i.e. smartphone, tablet or desktop. This means your email will always be easy to read!.
All templates are customizable and you can make them your own. 

Find the template you like, then double click on it, or click once - it will have a green highlight, then click the Next button in the bottom right corner.
Header Settings
Here's a breakdown of each line:
The Subject line is located at the top of your email and should be something interesting and attention grabbing to entice your readers to open the email. It should also have something to do with the content in your email, which is a requirement of the CAN-SPAM law .
The From Label will typically be your company name; most of your readers will recognize your company name before a person's name.
The From Address is the email address your readers will see when your email arrives in their inbox. This doesn’t have to be the same as the reply-to email address, but your recipients will see it, so your personal email address may not be what you want to use.
The Reply-To is an email address where we’ll send any responses to your email. Your recipients won’t see this email address, so be sure to use one that’s monitored.
The Email Name is what you'll see on the Messages page and how you'll find your email once it's been sent out, or if you need to edit before you send it. The name is only for your reference; no one will see it in your email, so use anything that works best for you to remember. You can check the box under it if you want to use the subject line as your email name.
Drag and Drop Editor
Now that you’ve selected the template you want to use, you’ll add your content. Templates are pre-set with images and text blocks that make sense for your business. But you can easily make changes to fit your needs. How? Just drag and drop! Grab one of the content blocks from the left menu with your mouse: Text, Image, Text+Image, Social Share or Follow Us and drag to the template on the right. You can drop the block anywhere you’d like; it’ll drop where you see the green bar appear, and if you want to move it again, you can.
Once your template is set up how you want it, mouse over the top right corner of a block and you'll see a menu to edit your content blocks.
  • To edit a text block, use the settings menu to the right. Here, you'll find options to change the font, add bullets, links or images.
  • To edit an image block, use the image settings menu to the right. You can upload your image and make edits.
  • The Text+Image block gives you both menus depending on which part you're editing.
  • Social Share will allow your readers to share your email on their social accounts, bringing you a bigger audience.
  • Follow Us is where you can add social networks. Click on the green plus (+) menu and select the social networks you want to add in your email, then add the URL for your page in the box. We'll automatically add the correct icons in the content block; you can then change the alignment with the green buttons at the top.
After you've edited a content block, save your changes by clicking the green Save button. You must save your work before you move on to another content block .
Once you like how your email looks, click the Next button in the bottom right corner and select your lists. Click the social networks where you want to share your email and schedule it to go!

 Send And Schedule
And there you go! In just a few quick and easy steps, you now have an email to send. Remember, once you send the email, check your reporting to see how effective your email and social posts are with your readers .

Use our handy check list before you send your email to make sure you've covered everything!




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