Sources for Your Contact Lists

25. July 2014

To leverage the power of Voodoo, you need high-quality Contacts in your system.  Where can you get names and email addresses of Known Contacts to "seed" your Voodoo account without purchasing non-permission-based lists that make you a spammer?  This Voodoo QuickTip will help you with some creative thinking to discover sources of contacts available to almost anyone.
 
Voodoo QuickTip - Sources for Contacts to Import into Voodoo

1)  Start by importing your Address Book from your Current Email System. Voodoo has a great time-saving feature that allows you to import directly from the most popular email systems including:  Gmail, Yahoo Mail, Hotmail, Outlook and Apple Mail. Check out our blog post on how to use this feature: Import Contacts Directly from Your Address Book.  

Import from Address Book

 

Salesforce2)  Next, consider exporting contacts from your Contact Management Application. You might need to explore your app’s help menus to learn how to export your selected data in CSV format. Most apps do this in their sleep! Just Export or Save As a CSV (Comma Separated Values) file.  If you are a Salesforce user check out our post on Importing Contacts & Leads from Salesforce. 

 

LinkedIn 3)  Another excellent source of known contacts is your LinkedIn account. Here are step-by-step instructions on Exporting Your LinkedIn Connections and Importing into Voodoo.

4)  Check with your Sales Staff for contacts in their Personal  and LinkedIn Lists

5)  If you run Events or Tradeshows check for any Manual Lists, Scanned Leads or Exhibitor Attendee Lists. In some cases, exhibitors are entitled to a permission-based list of attendees as part of their booth fee.

6)  Brainstorm with your team about any other Freestanding Lists that may be stored in Excel somewhere. You would be surprised at how many of these lists actually exist. 

7) Don't forget your most fertile list of all: Current Customers.  It's easy to get so caught up in prospecting and finding new leads that we forget about our current customers.  They are already sold on you and your services, and many of them probably don't know about some of the new products and services you can educate them about using the email and video content in your Voodoo system.

The most important thing to remember is always review your list to comply with anti-spam law and to be sure you are emailing people who have expressly given permission, have an established business or personal relationship with you, and a legitimate interest in your content, company, or what you offer.

eVideo Launcher and Business Builder users: brainstorm today about where you can find high-quality Contacts and add them to your lists by logging into your Voodoo account.  

Business Builder, Contact / Database Lists, eVideo Launcher, Quick Tip, Salesforce , , ,

Importing Contacts & Leads from Salesforce

3. June 2014

We are excited to announce that Voodoo now offers Salesforce Integration.  Users can easily access Voodoo's entire toolset from a tab in your Salesforce account.

It’s easy to import Contacts and Leads from Salesforce into Voodoo Contact Lists.  Here’s how.

Initial Setup & Security

To protect your sensitive data, Salesforce CRM requires VoodooViral.com to provide a security token in order to sync.

Reset and obtain your new Salesforce security token:

1.    Login to your Salesforce account.

2.    Select your name in the top right corner and select Setup.

3.    Under My Settings > Personal (or Personal Setup > My Personal Information), select Reset Security Token.

4.    Your Salesforce security token will be e-mailed to you.

5.    Copy the security token from the email.  You will need it in the next step. 



In your Voodoo account…

Step 1: Create a Contact List to receive incoming Leads and/or Contacts from Salesforce. 


1.    Visit My Contacts page, click the + Add a New Contact List button.

2.    In the Contact List Info tab, name your new list, e.g. My Salesforce Leads or My Salesforce Contacts. Click Save.

3.    Click the Contacts tab, and near the bottom left, click the Import from Salesforce button.

 

Step 2. Enter your Salesforce Account Details and Security Token.


1.    Enter your Salesforce User Name and Password


2.    Paste your Salesforce Security Token into the designated field. 

Note: Ignore any instructions to “add your security token to your password.” Voodoo does this automatically.

Column Mapping & Final Import


Review Voodoo’s automated Column Mapping and Preview of the first 5 contact rows.

Make any desired changes using the pull down menus.


Click Finish. Your Salesforce contacts will now appear in your designated Voodoo Contact List.


If you would like to learn more about enabling this feature on your Voodoo account please contact us.

Business Builder, Contact / Database Lists, Salesforce , ,

Setting Up the Voodoo Email to Salesforce Feature

1. June 2014

We are excited to announce that Voodoo now offers Salesforce Integration.  Users can easily access Voodoo's entire toolset from a tab in your Salesforce account.

Here’s how to automatically log emails you send from Voodoo as activities on Lead, Contact, and/or Opportunity records. Activity History will be updated based on your Email to Salesforce settings in salesforce.com.

Voodoo updates Contact Activity History by automatically blind carbon copying (BCC) your Voodoo emails to your Email to Salesforce address.  Email content then appears updates the corresponding Contacts in your Salesforce account.  (This feature matches Contact email addresses to determine which Contact Records will be updated.)

 Important—For this feature to work properly, you must set up both accounts as follows:


In your Salesforce account:

 
1.   Log into your Salesforce dashboard
 

2.   At the upper right click on Your Name  >  My Settings
 

3.  On the My Settings page, choose Email  >  My Email to Salesforce.
 

Steps 5, 6 and 7 all take place on the resulting page.

 

4.  Copy the Email to Salesforce address so that you can paste it into your Personal Settings in Voodoo.
 

5.  Enter the "From" email address used in your Voodoo account into the My Acceptable Email Addresses field in Salesforce.  You can enter more than one address by separating them with a comma, for example if you use an alternate email address when sending from Voodoo Sales Funnels.

 

6.  Select your desired Email Associations. Here you can determine how and where your Voodoo emails update your Salesforce account.  You can select Opportunities, Leads and/or Contacts, depending on how you work.

 

 

We DO NOT recommend using the Always Send them to My Unresolved Items option unless you like to make a lot of extra work for yourself!
 

Also beware of the Email me confirmation of association box.
 

Do not check this if you will be sending Voodoo campaigns to large groups of your Salesforce contacts. You will receive a confirmation email each and every time a Voodoo email gets associated with a Salesforce contact.
 

7.  When your settings are as you want them, click Save

 

In your Voodoo account:
 

Visit your Personal Settings page, select the Salesforce tab, then paste in your Email-to-Salesforce address and click Update.
 

 

 

 

 

 

 

 

 

 

Note: If your organization has a Salesforce administrator, you may need ask the administrator to enable Email to Salesforce in your company's Force.com Administer settings.

Salesforce Administrator Instructions:
 

1.  Check the Active box. 

2.  We do not recommend checking the Advanced Email Security Settings box. Click Save

At this point, the administrator will have the option to send an email to users indicating that Email to Salesforce is active.


If you would like to learn more about enabling this feature on your Voodoo account please contact us.

Business Builder, Salesforce ,