Can I Make More List Feilds For Subscribers Campaign Monitor 2022

Lets talk Can I Make More List Feilds For Subscribers Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with 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 organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Can I Make More List Feilds For Subscribers Campaign Monitor

the technical elements of the combination software our partnership with project monitors 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 presentation today and answering your questions terrific thanks Ross and say a couple of more participants have actually 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 moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have so many individuals on the webinar can really see the responses 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 confidential so please do feel free to vote okay appear like well basically everyone 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 minutes time and see what those results appear like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s actually fantastic to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah somebody aiming to connect so yeah that’s actually informative which really assists us make certain we sort 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 moments to tell you a bit more about what it is I believe 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 largely due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email campaigns and measure the outcomes immediately syncing your data between these 2 powerful apps means that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company great thanks boss therefore just sailor to enter into a 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? Can I Make More List Feilds For Subscribers Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 actually got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed right now this is a terrific introduction of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated 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 don’t stress we’re 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 come back and enjoy this in your Can I Make More List Feilds For Subscribers Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demo much like to say 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 essential professional business group and endless our integration works at all but the important addition it’s also where self was traditional and the more recent 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 utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with 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 data and send an e-mail project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send email marketing campaigns in just a couple of minutes there are likewise many other benefits to keeping your information consistent 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 produce customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll likewise offer a couple of suggestions on how to test safely and finally how to contact the Beaufort 12 support team should you have any concerns 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 data then send our an email campaign using 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 simply 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 access 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 the majority of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting often or working across several browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can I Make More List Feilds For Subscribers Campaign Monitor