Campaign Monitor Maximum Segments 2022

Lets talk Campaign Monitor Maximum Segments…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Maximum Segments

the technical elements of the integration software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions excellent 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 simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still finding out 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 fantastic to have many people on the webinar can truly see the responses can be found in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like all right yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s really excellent to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah someone aiming to link so yeah that’s really informative which truly helps us make certain we type 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 ought to take a few moments to tell you a 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 email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email projects and determine the results immediately syncing your data between these 2 effective apps implies that you’re always dealing with the latest and most precise data nor from within your Salesforce company terrific thanks manager therefore just sailor to enter 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 Maximum Segments

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your concern will be covered because Q&A session but 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 really look the Q&A panel at the bottom to add in your concern thank you and so something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration installed right now this is a great introduction of crucial features and best practice for linking 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 use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however 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 over to the demonstration now which has been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Maximum Segments

 

own time and make sure you have actually got all the learnings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our vital professional business group and endless our combination works at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing projects in just a few minutes there are also lots of other benefits to keeping your data consistent 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise supply a few tips on how to evaluate safely and lastly how to call the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re 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 consents from me you may just be able to see campaign monitor if your gain access to varies 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 most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the additional steps of logging in frequently or working across several browser tabs let’s move on 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 Maximum Segments