Campaign Monitor Edit Contact Info 2022

Lets talk Campaign Monitor Edit Contact Info…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Edit Contact Info

the technical aspects of the combination software application our collaboration with campaign monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and say a few more participants have just 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 moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a bit about you men are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of individuals on the webinar can actually see the answers coming in thick and quickly we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay appear like well basically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the adapter so that’s truly fantastic to see yeah and a bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody seeking to link so yeah that’s really insightful which truly helps us make certain we sort 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 ought to take a few minutes to inform you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send email campaigns and determine the results automatically syncing your data between these 2 powerful apps means that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company fantastic thanks boss 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Edit Contact Info

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin with utilizing 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 also so so you can follow those questions and we’ve really got 2 slides worth of those so you may find 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 add in your concern thank you therefore something we will not be covering in today’s demo is the real setup and the initial admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed just yet this is an excellent overview of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to improve automate your e-mail 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 demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-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 more once we have actually done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Edit Contact Info

 

own time and ensure you have actually got all the learnings and before we begin the demo much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our vital professional business group and unlimited our combination operates at all but the vital addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send 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 just been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your company app syncing and all set to send e-mail marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your data constant between your serum and e-mail marketing platform not the least of which is conserving 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 information synced for a specific time create an e-mail campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to check securely and finally how to contact the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really eager to sync our information then send our an email campaign 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 authorizations from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most 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 same as if you logged into the account directly through campaign monitor comm however without the additional actions of visiting frequently or working across multiple 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 Campaign Monitor Edit Contact Info