Campaign Monitor Single To Confirmed Opt In 2022

Lets talk Campaign Monitor Single To Confirmed Opt In…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting 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 To Confirmed Opt In

the technical elements of the combination software our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a couple of more individuals have actually just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m simply going to introduce 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 discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many people on the webinar can actually see the responses coming in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well pretty much everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like alright yeah I believe that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s really excellent to see yeah and a little bit of an interest going on so some individuals are just wanting to understand more and yeah somebody aiming to connect so yeah that’s actually informative and that truly helps us make sure 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 connector is called we should take a couple of minutes to inform you a 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 e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail projects and measure the results automatically syncing your information in between these two effective apps means that you’re always working with the latest and most precise information nor from within your Salesforce organization great thanks employer therefore simply 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 Single To Confirmed Opt In

you understand lasts about 15 minutes we’re likewise going to offer you an introduction 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 questions that you sent out 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 in fact got 2 slides worth of those so you might find that your question 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a terrific summary of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier and that’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 any of the action do not fret we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Single To Confirmed Opt In

 

own time and make certain you have actually got all the knowings and prior to we start the demo much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our necessary professional enterprise group and limitless our integration operates at all but the necessary addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send an email project 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 actions to sync your information and send an email project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in just a few minutes there are also lots of other advantages to keeping your information constant 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify receivers and send out an email project and view results we’ll likewise supply a couple of tips on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just 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 gain access to 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 e-mail 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 additional actions of visiting regularly or working throughout several web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Single To Confirmed Opt In