Anyone with VerticalResponse for SFC GroupVersion invited to help.
- Big problems to create mailing lists (assembling contacts)
- Assembling of mailing list not working properly (sometimes it works, sometimes not) - list is only assembled if the mail of acceptance of VR is established (that does not work 8 out of 10)
Thanks to anyone that can help in this matter (a part of this problem, VR is a very good instrument).
Regards
Peter, Switzerland
답변 4개
The Email Opt-out field must be visible in the Page Layouts for both Leads and Contacts. If not, any lists created will have a list size of 0.
Additionally, all Leads and Contacts must have an email address in the Salesforce email field and any Lead or Contact with the email Opt-out box checked will automatically be excluded from new VR lists. Your Salesforce Administrator should review the following.
- Login to your Salesforce account
- Go to Setup > App Setup > Customize > Leads > Page Layouts and click Edit
- Locate Email Opt Out under Fields and add it to the page layout if not already present
- Repeat these steps for Contacts
After saving the page layout, if the "Email Opt Out" field still does not show up on the lead/contact record, check Setup > Customize > Leads/Contacts > Fields. Click on "Email Opt Out" NOT the "Edit" link. Then click on the "set field level security" button and check the box for the user under the "VISIBLE" column.
If you decide you'd like more troubleshooting done, please call us at 866-683-7842 x1, Mon-Fri 6AM to 5PM PST. You can also email us at support@verticalresponse.com, or utilize our live chat which is available 7 days a week via our help site: http://help.verticalresponse.com
