Campaign Monitor Custom Columns 2022

Lets talk Campaign Monitor Custom Columns…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Custom Columns

the technical aspects of the integration software application our partnership with project monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and say a couple of more individuals have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the topic of how many of you people 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 so many individuals on the webinar can actually 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 anonymous so please do feel free to vote all right looks like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like alright yeah I think that’s practically 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 connector so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are just aiming to know more and yeah somebody aiming to connect so yeah that’s truly informative which actually helps us make certain we sort of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we need to take a couple of minutes to tell you a bit more about what it is I believe 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 mostly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and measure the results instantly syncing your information between these 2 powerful apps means that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce company excellent thanks boss and so just sailor to go into a 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? Campaign Monitor Custom Columns

you understand lasts about 15 minutes we’re likewise going to offer you an overview 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 in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but 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 actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is a terrific overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration 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 which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re taping this webinar so we’ll the top 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 be in your inbox so you can come back and enjoy this in your Campaign Monitor Custom Columns

 

own time and make sure you’ve got all the learnings and prior to we kick off the demo similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our vital professional enterprise group and limitless our integration works at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail project 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 out an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send e-mail marketing projects in just a few minutes there are likewise lots of other advantages to keeping your data consistent between your serum and email marketing platform not the least of which is conserving 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll likewise provide a few pointers on how to test securely and lastly how to contact the Beaufort 12 support team ought 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 actually keen to sync our data then send our an email project utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have different consents 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the extra actions of visiting frequently or working throughout several internet browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Custom Columns