Campaign Monitor Single Opt In 2022

Lets talk Campaign Monitor Single Opt In…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 seeing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually 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 Single Opt In

the technical elements of the integration software 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 anticipating taking you through the presentation today and answering your questions great thanks Ross and state a couple of more individuals have actually 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 couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still discovering and looking and ready 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 individuals on the webinar can really see the answers being available in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine looks like well practically everyone 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 results look like all right yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s truly great to see yeah and a little bit of a curiosity going on so some people are simply looking to understand more and yeah somebody looking to connect so yeah that’s really informative and that truly assists us make certain we type 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 ought to take a couple of moments 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 email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email campaigns and measure the results immediately syncing your data between these 2 effective apps indicates that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization terrific thanks manager and so just sailor to go into a bit more information 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 Single Opt In

you know lasts about 15 minutes we’re also going to offer you an introduction 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 answering some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed just yet this is a fantastic overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the starting 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 third just on the 15 minutes so and if you do miss out on any of the action don’t stress 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 more once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Single Opt In

 

own time and make sure you have actually got all the knowings and prior to we begin the demonstration just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our important expert enterprise group and unrestricted our combination operates at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send out e-mail marketing campaigns in simply a couple of minutes there are likewise many other advantages to keeping your data 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also offer a couple of suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an e-mail 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 however if you have different approvals from me you may just have the ability 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 approvals 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 like if you logged into the account straight by means of campaign monitor comm however without the additional actions of logging in often or working throughout several internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Single Opt In