Add To Subscriber List Campaign Monitor 2022

Lets talk Add To Subscriber List Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Add To Subscriber List Campaign Monitor

the technical aspects of the integration software our collaboration with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have many people on the webinar can truly see the responses coming in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like all right yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are simply looking to understand more and yeah somebody looking to link so yeah that’s truly insightful and that really helps us make certain we kind of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we should take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email campaigns and determine the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization great thanks manager therefore just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Add To Subscriber List Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a great overview of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Add To Subscriber List Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we begin the demo similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our necessary professional business group and limitless our integration works at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send out email marketing campaigns in simply a few minutes there are also many other advantages to keeping your information constant between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll also offer a few pointers on how to test securely and lastly how to contact the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really keen to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra actions of logging in frequently or working throughout numerous web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Add To Subscriber List Campaign Monitor