Campaign Monitor Lists Vs Groups 2022

Lets talk Campaign Monitor Lists Vs Groups…Hi everybody and thank you so much 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 entirely about campaign well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Lists Vs Groups

the technical elements of the combination software application our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific 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 begin getting into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a little bit about you people are a fast survey so I’m just going to launch that now and yeah it’s the subject of the number of of you men 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 sort of things so Wow it’s terrific to have so many people on the webinar can really see the responses can be found in thick and quick 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 anonymous so please do feel free to vote okay looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like alright yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s actually excellent to see yeah and a bit of an interest going on so some people are simply aiming to understand more and yeah someone looking to connect so yeah that’s really insightful and that really 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 using cm4 SF the port is called we need to take a couple of 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email campaigns and measure the outcomes automatically syncing your information between these two powerful apps indicates that you’re constantly working with the most recent and most precise information nor from within your Salesforce organization fantastic thanks manager therefore just sailor to go into a little bit more detail 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 Lists Vs Groups

you know lasts about 15 minutes we’re likewise going to provide 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 start 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 really got two slides worth of those so you may find that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demo is the preliminary admin and the actual installation 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 just a moment even if you don’t have actually the integration installed just yet this is a fantastic overview of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’s the starting 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 simply on the 15 minutes so and if you do miss out on 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 have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Lists Vs Groups

 

own time and make sure you’ve got all the learnings and before we kick off 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 offered as you will most likely understand our essential professional business group and endless our combination works at all but the necessary addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail 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 objective will be to send an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your business app syncing and ready to send email marketing campaigns in just a couple of minutes there are also many other advantages to keeping your data constant in between your serum and e-mail 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 create custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also supply a couple of suggestions on how to check safely and lastly how to contact the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really keen to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re 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 consents from me you may just 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 permissions 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 visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional steps of logging in frequently or working throughout numerous internet browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Lists Vs Groups