Campaign Monitor Import Subscriber List 2022

Lets talk Campaign Monitor Import Subscriber List…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Import Subscriber List

the technical elements of the combination software our partnership with project screens is over 10 years old so myself and my team 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 fantastic thanks Ross and say a couple of more individuals have simply shown up 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 few moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand 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 consumers 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 great to have numerous people on the webinar can really see the answers coming in thick and quickly 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 pretty much everyone has actually voted so if you wish 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 voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s really fantastic to see yeah and a little bit of a curiosity going on so some individuals are just aiming to know more and yeah somebody looking to link so yeah that’s actually informative which truly assists us ensure we sort of tailor this to the best 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 port is called we must take a few minutes to inform 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 number one email marketing at for Salesforce largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail projects and measure the results immediately syncing your data between these 2 effective apps suggests that you’re always dealing with the latest and most accurate information nor from within your Salesforce company excellent thanks manager 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 Import Subscriber List

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started 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 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 might find that your concern 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 got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed right now this is a great introduction of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few 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 concerns later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration 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 taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply 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 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 2 once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Import Subscriber List

 

own time and ensure you have actually got all the knowings and before we begin the demo similar to to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our important professional business group and unlimited our integration works at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns 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 number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor using existing customer information 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 actions to sync your information and send out an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing projects in just a few minutes there are likewise numerous other advantages to keeping your information consistent 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 develop 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 data synced for a specific time create an e-mail campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also supply a few ideas on how to check securely and lastly how to contact the Beaufort 12 support team should 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 keen 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 just called campaign monitor I’m seeing this as an admin however if you have different approvals 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 update your permissions 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting often or working throughout several web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Import Subscriber List