Salesforce (with the Connector tool) - Uploading Lists

To use contact fields and custom fields on a Vuture Form (for example, to build an RSVP form for your event) or to send an email, you will first need to upload and sync the Salesforce  list to Vuture.

 Log in to Vuture’s platform and select the correct container and then the Contacts module.  

For the CRM Source you will be asked to choose the data source, select Salesforce Connector

 

To quickly locate a list click into the search bar and type a list name.  Alternatively scroll down to the list you want.

 

Click on the '+' to select the list you wish to use, then click on Done, and Import List.

You will get a success message – Imported Lists, written in green, at the top right of your screen.The list will appear under the Global Lists and it will populate the screen with individuals.
Place a check mark beside the list you are using to view the list.

 

 

If it does not populate, click on Refresh from CRM to bring the contacts in.

A Contacts Imported message appears in the top right corner of the screen once the sync process is complete.

Return to the Emails module, by clicking the module selector in the top left corner, and choosing Emails.

You are now ready to use this list when sending an email.

Keeping Up to Date

To ensure that, when sending, you are using the latest version of the list, it is easy to re-sync the list directly from the Send screen.  This eliminates the need to constantly switch back and forth between the Contacts module and the Email module.