Campaign Monitor Add To Address Book 2022

Lets talk Campaign Monitor Add To Address Book…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Add To Address Book

the technical aspects of the combination software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more individuals have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright appear like well pretty much everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s really fantastic to see yeah and a bit of an interest going on so some people are just looking to know more and yeah somebody seeking to connect so yeah that’s actually insightful which actually helps us ensure we kind of tailor this to the best 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 port is called we must take a couple of minutes to tell you a little 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 top e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email campaigns and determine the results immediately syncing your data in between these two effective apps means that you’re always working with the current and most precise data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Add To Address Book

you understand lasts about 15 minutes we’re also going to supply you a summary of how to start with utilizing 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 out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might discover that your question will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up right now this is an excellent overview of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not stress we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Add To Address Book

 

own time and make sure you have actually got all the learnings and before we kick off the demo similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our essential professional enterprise group and unlimited our combination works at all but the important addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your business app syncing and all set to send out email marketing projects in simply a couple of minutes there are also many other benefits to keeping your data consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise offer a couple of ideas on how to evaluate securely and lastly how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 precisely the like if you logged into the account directly via campaign monitor comm however without the extra actions of logging in frequently or working throughout multiple internet browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Add To Address Book