Campaign Monitor Click Link For New List 2022

Lets talk Campaign Monitor Click Link For New List…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Click Link For New List

the technical elements of the combination software application our collaboration with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more individuals have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous 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 feel free to vote all right appear like well practically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like fine yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly great to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah someone seeking to connect so yeah that’s actually informative and that actually helps us ensure 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 port is called we ought to take a few moments to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email campaigns and measure the outcomes automatically syncing your data between these 2 powerful apps implies that you’re constantly dealing with the current and most precise data nor from within your Salesforce company great thanks employer and so simply sailor to go into a bit more detail 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 Click Link For New List

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the real installation and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed just yet this is a terrific summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Click Link For New List

 

own time and make certain you’ve got all the learnings and before 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 readily available as you will most likely understand our vital professional enterprise group and unlimited our integration operates at all but the important addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one email 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 goal will be to send out an email campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your company app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your information constant in 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll also offer a few suggestions on how to check securely and finally how to call the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re really keen to sync our data then send our an e-mail project utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the additional steps of visiting frequently or working across several browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Click Link For New List