Can You Consolidate Subscribers Campaign Monitor 2022

Lets talk Can You Consolidate Subscribers Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance connecting 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 manage Can You Consolidate Subscribers Campaign Monitor

the technical aspects of the integration software application our partnership with project screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions great thanks Ross and state a couple of more participants have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you people 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 consumers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have so many people on the webinar can really see the responses coming in thick and quickly 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 all right looks like well basically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like okay yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the port so that’s actually great to see yeah and a bit of an interest going on so some individuals are simply looking to know more and yeah somebody wanting to link so yeah that’s actually insightful and that actually assists us ensure we type of tailor this to the right 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 connector is called we ought to take a few minutes to inform you a little 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 number one email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out e-mail campaigns and measure the results instantly syncing your information in between these two effective apps indicates that you’re constantly working with the latest and most accurate information nor from within your Salesforce company fantastic thanks employer and so just sailor to go into a little 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? Can You Consolidate Subscribers Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really 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 got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed right now this is a great overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add 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 getting started 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 just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret 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 have actually done that so it’ll be in your inbox so you can return and see this in your Can You Consolidate Subscribers Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably know our important professional business group and endless our integration operates at all but the essential addition it’s likewise where self was traditional 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 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send out email marketing projects in simply a couple of minutes there are likewise numerous other benefits to keeping your data consistent in 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also supply a few ideas on how to check safely and finally how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as 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 only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting regularly or working throughout several browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can You Consolidate Subscribers Campaign Monitor