Campaign Monitor Vs Omnisend 2022

Lets talk Campaign Monitor Vs Omnisend…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Vs Omnisend

the technical aspects of the integration software our collaboration with campaign screens is over ten years old so myself and my group 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 concerns terrific thanks Ross and say a few more participants have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you men are a quick poll so I’m just going to launch 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 finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the answers coming in thick and quick we’re getting a little a pattern however 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 everybody has voted so if you wish 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 look like alright yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some individuals are just looking to understand more and yeah someone seeking to link so yeah that’s truly informative and that truly helps us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector 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 better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail projects and determine the results automatically syncing your data between these two powerful apps means that you’re constantly working with the most recent 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Vs Omnisend

you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really 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 get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is an excellent overview of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to improve 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 but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components 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 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 remain in your inbox so you can return and watch this in your Campaign Monitor Vs Omnisend

 

own time and ensure you have actually got all the knowings and prior to we start the demo similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our necessary professional enterprise group and endless our integration operates at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be using 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 goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in simply a few minutes there are likewise many other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send out an email project and view results we’ll likewise supply a couple of pointers on how to evaluate securely and lastly how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager to sync our information then send our an email campaign 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 merely called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra steps of logging in regularly or working across several web browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Vs Omnisend