The DaySmart Appointments-VerticalResponse strategic relationship offers a dynamic new way of creating, distributing and managing your customer e-marketing campaigns and messages. Subscribers have full access to all of VerticalResponse’s flexible pay-as-you-go pricing, social media integration, 500+ professional e-mail templates, 98%+ inbox delivery and other features necessary for successful and accurate customer marketing and outreach efforts.
The integration between the two services can help businesses keep their appointment and reservation calendars full with the following benefits:
- Effortlessly pass your DaySmart Appointments customer lists to VerticalResponse and accurately manage your customer lists using VerticalResponse's tools. Once uploaded, VerticalResponse will automatically manage any "unsubscribed" or "opt-out" e-mail addresses. It also eliminates the need to manage two separate e-mail databases for e-marketing campaigns.
- Quickly add the DaySmart Appointments "Book Now" or "Schedule Now" button/link to your newsletters, e-mail messages and other e-marketing materials. Make it easier for customers, clients, patients and students to schedule their appointments or book their reservations by allowing them to access your DaySmart Appointments scheduler right from the VerticalResponse e-marketing piece. They will not need to manually open a new browser window or type in a URL. They simply click on the "Book Now" or "Schedule Now" button/link to instantly access your business’s DaySmart Appointments scheduler.
- Easily track customer activity and success with VerticalResponse’s tools. You can quickly access such important statistics as number of opens, number of click- throughs, bounce rates and number of unsubscribes. These figures would be difficult—if not almost impossible—to decipher, sort and analyze if done manually.
- Low Cost. VerticalResponse offers you tremendous flexibility, functionality and legal compliance for your email marketing and newsletter campaigns, and VerticalResponse does all of this at a very low cost. The costs start as low as $8.50/month or pay as you go.
How to Enable VerticalResponse
VerticalResponset is a plug-in and available from The Marketplace. Access The Marketplace from the link in the header of your administrative view. Select the "Email Marketing" category and click the "Get It Now!" link for the VerticalResponse Integration plug-in. Select if you want VerticalResponse for All Locations or just the Headquarters Location and then select the "Enable" button.
From the plug-in integration page, you are also presented with a "Settings" tab where you are able to complete the setup by adding your VerticalResponse login credentials. If you haven't created a VerticalResponse account, you you will be directed to a signup page. The Settings page is displayed in Figure 1.
How To Access Vertical Response From Your DaySmart Appointments Account
VerticalResponse is now available right from your DaySmart Appointments account. To access it, log into your account and click on the Reports Tab, then the Customer Reports link on left. This will take you to your Customer Reports template. The VerticalResponse logo will appear on the bottom of the page. To run the report, select the VerticalResponse radio button and click "Run Report" (see Figure 1).
WARNINGBefore you can run an export to your VerticalResponse account, you must contact VerticalResponse to have them activate their API to allow DaySmart Appointments to connect to your account. Please call (866) 683-7842 to have them enable the API.
Link VerticalResponse With Your DaySmart Appointments Account
The system will prompt you for your VerticalResponse account information the first time you run the report and select the VerticalResponse format option. If you don’t have an existing VerticalResponse account, you will have the option to sign up for a trial account (see Figure 2).
Once you have your VerticalResponse account set up, you can enter your login credentials from the Export Customer Data to VerticalResponse List page shown in Figure 3.
After entering your VerticalResponse username and password, you can now begin exporting your customer data (name, email address and phone number) to your VerticalResponse account.
Uploading Customer List
Once the customer report is run, a predefined report of the following information will be exported:
These are the only fields you can export to your VerticalResponse account. Once you run the report, you will be able to review the customer list and then decide if you would like to export it to your account. This can be seen in Figure 4.
From the export page, you will be able to review the details of the export and setup your VerticalResponse list. Here's a list of the options available to you:
Confirm import list
Click on the "Show List" button to display the list of customers with an e-mail address to be exported.
Merge with an existing list
When selecting the "Select existing list" radio button, a drop down list will appear with your current VerticalResponse e-mail lists. Select the list you would like to merge the current customer export with and then select the "Export List" button.
Create a new VerticalResponse list
When selecting the "Create a new VerticalResponse list" radio button, you will be able to enter a new e-mail list name in the text box provided. Enter your list name and then select the "Export List" button.
NOTEWhen adding a new contact list or merging into an existing contact list, only unique contacts (based on e-mail address) will be added.
After initiating a new contact list or merging into an existing list, you will be prompted with a successful message. The number of unique contacts will be listed along with the contact mailing list they were entered in and the next steps you can take. You will be able to go to your VerticalResponse account, use your customer view link for your VerticalResponse newsletter, or close the window.
Adding a "Book Now" or "Schedule Now" Button (Or Link) To E-Marketing Materials
Adding a "Book Now" or "Schedule Now" button to your e-mails is easy. After you have created a new e-mail list or merged your customer data into an existing list, you have the option of adding a button or link to your VerticalResponse newsletter. By selecting the "Use my customer view link with a VerticalResponse newsletter" option shown in Figure 5 above, you will be shown your customer view link. Copy and paste the link anywhere on your VerticalResponse newsletter as a link or associated with a "Book Now" button.