Campaign Monitor Send To Multiple Lists 2022

Lets talk Campaign Monitor Send To Multiple Lists…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 seeing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular 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 companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Send To Multiple Lists

the technical aspects of the combination software our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and say a couple of more participants have actually just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a little bit about you men are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have many individuals on the webinar can really see the responses being available in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s actually great to see yeah and a bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody aiming to connect so yeah that’s truly informative which actually 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 port is called we must take a few moments to inform you a little bit more about what it is I think 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 mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email projects and measure the outcomes automatically syncing your data between these two effective apps means that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization terrific thanks boss and so 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 Send To Multiple Lists

you know lasts about 15 minutes we’re also going to provide you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a question 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 real setup and the preliminary admin setup with the combination that stated 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 actually the combination installed right now this is a fantastic introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs 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 taped by Ross earlier and that’s the getting started 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 stress we’re taping 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’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Send To Multiple Lists

 

own time and make sure you’ve got all the knowings and before we start the demo just like to say a few 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 expert enterprise group and limitless our combination operates at all but the necessary addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns 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 port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your service app syncing and all set to send email marketing campaigns in just a couple of minutes there are also many other benefits to keeping your data consistent in 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise offer a few pointers on how to test safely and lastly how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our information then send our an email campaign 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 various consents from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email structure 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 but without the extra actions of logging in regularly or working across numerous internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Send To Multiple Lists