Character Limit On Custom Fields For Campaign Monitor 2022

Lets talk Character Limit On Custom Fields For Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Character Limit On Custom Fields For Campaign Monitor

the technical elements of the combination software our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and state a few more individuals have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you men are a fast survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still learning and looking and about 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 people on the webinar can truly see the responses being available in thick and quickly we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well practically everyone has actually 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 appear like fine yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah somebody looking to link so yeah that’s truly insightful and that actually helps us ensure we sort of tailor this to the right 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 need 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email projects and determine the outcomes automatically syncing your data in between these two powerful apps indicates that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks boss and so simply sailor to go into a bit more information 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? Character Limit On Custom Fields For Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to start with using 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 signed up 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 might discover 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 question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have actually the combination installed just yet this is a fantastic summary of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the ways you can use 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 concerns later on but if there’s anything that some if there’s anything that springs 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 over to the demo now which has been taped by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t fret 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Character Limit On Custom Fields For Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we kick off the demonstration just like to state a few 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 vital professional business group and unrestricted our integration operates at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email 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 goal 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 simply been set up and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your service app syncing and prepared to send e-mail marketing campaigns in just 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and define recipients and send out an email project and view results we’ll also provide a couple of pointers on how to test safely and finally how to call the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really eager to sync our information then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as 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 may only have the ability to see campaign monitor if your access varies 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 most of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in regularly or working across numerous browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Character Limit On Custom Fields For Campaign Monitor