Can I Change List Type In Campaign Monitor 2022

Lets talk Can I Change List Type In Campaign Monitor…Hi everybody 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 might not know completely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Can I Change List Type In Campaign Monitor

the technical aspects of the combination software application our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent thanks Ross and state a few more participants have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you guys are a quick survey 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 consumers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can actually see the responses coming in thick and quick we’re getting a bit of 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 fine appear like well practically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like fine yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody seeking to link so yeah that’s truly informative and that really helps us make sure we type of tailor this to the ideal 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 port is called we need to take a few minutes 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 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 data send email campaigns and determine the results instantly syncing your data between these two powerful apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company great thanks manager therefore just sailor to go 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? Can I Change List Type In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with using 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 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 might find that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the real installation and the preliminary 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 just a moment even if you do not have actually the combination set up right now this is a terrific introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that comes 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 been recorded by Ross earlier and that’s the getting going 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 just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re tape-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 have actually done that so it’ll remain in your inbox so you can return and view this in your Can I Change List Type In Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we start the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our necessary expert business group and unrestricted our combination operates at all but the important addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your information constant 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 using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise offer a few ideas on how to check securely and lastly how to contact the Beaufort 12 assistance group ought 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 eager to sync our information then send our an email project using 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 however if you have different authorizations from me you might only 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building 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 extra steps of logging in frequently or working across numerous browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can I Change List Type In Campaign Monitor