Campaign Monitor Upload Format 2022

Lets talk Campaign Monitor Upload Format…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off 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 uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Upload Format

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions excellent thanks Ross and say a couple of more participants have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy 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 how many of you people out there are existing customers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have a lot of people on the webinar can really see the answers can be found 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 all right looks like well pretty much everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like fine yeah I think that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s really great to see yeah and a bit of a curiosity going on so some people are just aiming to understand more and yeah someone aiming to connect so yeah that’s actually informative which truly assists us make sure we kind 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 port is called we need to 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 using campaign monitor the Salesforce you can manage your consumer data send email projects and determine the results automatically syncing your data in between these 2 powerful apps implies that you’re always dealing with the current and most accurate information nor from within your Salesforce company great thanks boss and so simply sailor to enter into a 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 Upload Format

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we survive 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 will not be covering in today’s demonstration is the initial admin and the actual setup setup with the combination 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 don’t have the combination set up right now this is a great summary of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways 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 concerns later on however if there’s anything that some if there’s anything that comes 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 demo now which has actually been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry 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 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 Upload Format

 

own time and make sure you’ve got all the knowings and prior to we begin the demonstration similar to to say a couple of 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 essential professional business group and limitless our integration works at all but the important addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 connector 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 effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a detailed 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 projects in just a couple of minutes there are likewise lots of other advantages to keeping your data consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also offer a few suggestions on how to test securely and finally how to call the Beaufort 12 assistance team should 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 campaign utilizing 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 various permissions 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 update your authorizations 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 same as if you logged into the account straight via campaign monitor comm but without the extra actions of logging in often or working throughout several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Upload Format