Campaign Monitor Subscriber List Salesforce 2022

Lets talk Campaign Monitor Subscriber List Salesforce…Hi everybody 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 may not know entirely about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Subscriber List Salesforce

the technical elements of the integration software application our collaboration with project 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 great thanks Ross and state a couple of more participants have simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you men are a fast poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the responses can be found in thick and fast 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 do not hesitate to vote all right looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like alright yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are simply wanting to understand more and yeah someone looking to link so yeah that’s truly informative which really assists us ensure we kind 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 few minutes to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and measure the results immediately syncing your information in between these two effective apps implies that you’re constantly dealing with the latest and most precise information nor from within your Salesforce organization excellent thanks manager therefore just sailor to enter into a little 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 Subscriber List Salesforce

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with utilizing 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 too so so you can follow those questions and we’ve in fact got two slides worth of those so you may discover that your concern will be covered because Q&A session but 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 in fact look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed right now this is a great summary of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve 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 demonstration please do include 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 various elements that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not worry 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 more once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Subscriber List Salesforce

 

own time and make certain you’ve got all the knowings and before we start the demonstration similar to to state 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 know our important expert business group and endless our combination operates at all but the important addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing 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 actions to sync your information and send an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing projects in just a couple of minutes there are likewise numerous other benefits to keeping your information 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 produce 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 data synced for a specific time create an e-mail project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise provide a couple of pointers on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team must 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 actually keen to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we remain 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 various authorizations from me you might 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm however without the additional actions of visiting regularly or working across several browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Subscriber List Salesforce