Campaign Monitor See What Lists Someone On 2022

Lets talk Campaign Monitor See What Lists Someone On…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor See What Lists Someone On

the technical aspects of the combination software our collaboration with campaign 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 demonstration today and addressing your questions terrific thanks Ross and say a couple of more individuals have just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys 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 sort of things so Wow it’s terrific to have a lot of people on the webinar can truly 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 confidential so please do do not hesitate to vote okay appear like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like alright yeah I believe that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s really terrific to see yeah and a bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody seeking to connect so yeah that’s actually informative which really helps us make certain we type 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 adapter is called we must 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email campaigns and measure the results instantly syncing your data in between these two powerful apps means that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization great thanks boss therefore just sailor to enter into a bit more detail 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 See What Lists Someone On

you understand lasts about 15 minutes we’re also going to offer 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 begin by answering some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the initial admin and the real setup setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the integration set up just yet this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the getting started 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 just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t worry 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 more once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor See What Lists Someone On

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our necessary expert enterprise group and unrestricted our combination works at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with 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 data and send an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send out email marketing campaigns in just a couple of minutes there are likewise many other advantages to keeping your information consistent in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also offer a couple of ideas on how to test securely and finally how to get in touch with the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our information then send our an email project 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting often or working throughout several internet browser tabs let’s move on 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 See What Lists Someone On