Campaign Monitor Glitch Full Name Instead Of Firstname Field 2022

Lets talk Campaign Monitor Glitch Full Name Instead Of Firstname Field…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Glitch Full Name Instead Of Firstname Field

the technical elements of the integration software application our collaboration with project screens is over ten 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 questions great thanks Ross and say a few more participants have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you men are a quick survey 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 discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have numerous individuals on the webinar can really see the answers being available in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well basically everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the adapter so that’s actually great to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah somebody aiming to link so yeah that’s really informative and that actually helps us make certain we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we need to take a few minutes to tell 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 number one e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email projects and determine the outcomes immediately syncing your data between these 2 effective apps suggests that you’re always working with the latest and most accurate information nor from within your Salesforce organization great thanks employer therefore 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 Glitch Full Name Instead Of Firstname Field

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your question 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 concern 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 initial admin and the real setup setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up just yet this is a terrific overview of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on but 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 demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action don’t fret we’re recording 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’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Glitch Full Name Instead Of Firstname Field

 

own time and ensure you have actually got all the knowings and prior to we begin the demonstration 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 probably know our important professional business group and unrestricted our integration operates at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective 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 installed and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also many other advantages to keeping your information constant in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a subscriber 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 develop an email project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also provide a couple of pointers on how to check safely and finally how to contact the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually keen 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 precisely the like if you logged into the account straight via campaign monitor comm however without the additional actions of logging in regularly or working throughout several browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Glitch Full Name Instead Of Firstname Field