Campaign Monitor Mail Merge 2022

Lets talk Campaign Monitor Mail Merge…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Mail Merge

the technical elements of the integration software application our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and say a couple of more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to understand a bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many people on the webinar can really see the answers can be found in thick and quick we’re getting a little a pattern 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 practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like all right yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s really terrific to see yeah and a bit of an interest going on so some people are simply looking to know more and yeah somebody wanting to link so yeah that’s really insightful which actually helps us make certain we type of tailor this to the right 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 couple of minutes to inform 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 top email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and determine the outcomes immediately syncing your information in between these 2 powerful apps implies that you’re always working with the latest and most precise information nor from within your Salesforce organization great thanks boss and so just sailor to go into a 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 Mail Merge

you know lasts about 15 minutes we’re also going to supply you an introduction of how to get going with using 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 also so so you can follow those questions and we’ve really got two slides worth of those so you might find that your question 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 question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demonstration is the preliminary 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 minute even if you do not have the integration installed just yet this is an excellent overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns 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 to the demo now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not fret we’re tape-recording 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’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Mail Merge

 

own time and ensure you have actually got all the learnings and before we kick off the demonstration just like to state 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 probably know our essential professional business group and endless our combination operates at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing projects in simply a few minutes there are also lots of other advantages to keeping your data consistent 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 subscriber 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 e-mail campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also provide a couple of suggestions on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support team must you have any questions 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 eager to sync our information then send our an e-mail project 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building 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 through campaign monitor comm however without the additional actions of logging in frequently or working across multiple browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Mail Merge