Campaign Monitor Email Variable 2022

Lets talk Campaign Monitor Email Variable…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Email Variable

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more individuals have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can actually see the answers can be found in thick and quick we’re getting a little bit of 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 alright looks like well basically everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like alright yeah I think that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah somebody looking to link so yeah that’s actually insightful which actually assists us make certain we type 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 connector is called we should 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail projects and determine the outcomes automatically syncing your data between these 2 effective apps indicates that you’re always dealing with the most recent and most precise data nor from within your Salesforce company excellent thanks boss therefore just sailor to enter 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 Email Variable

you understand lasts about 15 minutes we’re also going to supply you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed just yet this is a fantastic summary of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however 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 recorded by Ross earlier which’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 just 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 be in your inbox so you can come back and enjoy this in your Campaign Monitor Email Variable

 

own time and make certain you have actually got all the learnings and prior to we kick off the demonstration just like to state a couple of 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 vital professional enterprise group and unrestricted our combination works at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in just a few minutes there are also many other advantages to keeping your data constant in 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and specify recipients and send an email project and view results we’ll likewise supply a couple of tips on how to check safely and finally how to contact the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as 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 may 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of logging in often or working throughout multiple web browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Email Variable