Campaign Monitor First Name Personalization 2022

Lets talk Campaign Monitor First Name Personalization…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally about project well up until all Beaufort 12 we just 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 team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor First Name Personalization

the technical elements of the integration software our collaboration with campaign displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns great thanks Ross and say a few more individuals have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering 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 enjoy to know a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have many individuals on the webinar can actually see the answers can be found in thick and quick we’re getting a 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 all right looks like well basically everybody 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 outcomes look like all right yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the adapter so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are just looking to know more and yeah somebody aiming to connect so yeah that’s really insightful and that truly helps us ensure we kind of tailor this to the right 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 should take a few minutes to tell 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 e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and measure the outcomes immediately syncing your information in between these 2 powerful apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization great 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 demo which is

What is a good open rate for email 2020? Campaign Monitor First Name Personalization

you understand 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 begin by addressing some concerns that you sent out in when you signed up 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 may find that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real installation 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 simply a minute even if you don’t have actually the integration installed just yet this is a great summary of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-recording 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 be in your inbox so you can return and view this in your Campaign Monitor First Name Personalization

 

own time and ensure you’ve got all the knowings and prior to we begin the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our essential expert enterprise group and unlimited our combination 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 likely knowledgeable about the regards to leads contacts projects 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 adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing projects in simply a couple of minutes there are also many other benefits to keeping your information constant 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 using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also provide a couple of tips on how to test securely and finally how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually eager to sync our data then send our an email campaign using campaign monitor to get you orientated we remain 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 various permissions from me you might only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the additional steps of visiting regularly or working across multiple browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor First Name Personalization