Campaign Monitor Import List 2022

Lets talk Campaign Monitor Import List…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about project well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually 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 Import List

the technical aspects of the integration software our partnership with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and state a few more participants have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and finding out and about 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 quickly we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well pretty much everybody has voted so if you wish to use the survey 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 believe that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly terrific to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah someone seeking to connect so yeah that’s actually insightful which really helps us make sure 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 must take a couple of moments to inform 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 primary email marketing at for Salesforce mainly 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 information send e-mail projects and measure the outcomes instantly syncing your data in between these 2 effective apps indicates that you’re constantly working with the current and most precise information nor from within your Salesforce organization fantastic thanks employer 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 Import List

you understand lasts about 15 minutes we’re likewise going to offer you an overview 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 registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the initial admin and the actual setup setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is an excellent introduction of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third 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 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 see this in your Campaign Monitor Import List

 

own time and ensure you’ve got all the learnings and prior to we kick off the demonstration similar to to state a couple of 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 important professional business group and limitless our combination operates at all but the essential addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns 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 number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing subscriber 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 information and send out an email campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are likewise many other benefits 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise supply a couple of tips on how to evaluate securely and finally how to contact the Beaufort 12 support team need 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 information then send our an e-mail project utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have various approvals 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 update your consents 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 same as if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting often or working throughout multiple web browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Import List