Checkboxes In Contacts For Campaign Monitor 2022

Lets talk Checkboxes In Contacts For Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about project well 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 businesses with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Checkboxes In Contacts For Campaign Monitor

the technical aspects of the integration software application our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions great thanks Ross and say a few more individuals have actually just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have numerous individuals on the webinar can truly see the responses can be found in thick and fast we’re getting a little a trend but 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 basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s actually great to see yeah and a bit of a curiosity going on so some people are simply looking to understand more and yeah someone aiming to connect so yeah that’s really insightful and that truly helps us make sure we kind 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 adapter is called we should take a couple of minutes to tell 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 mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail projects and determine the outcomes immediately syncing your data between these two powerful apps means that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company great thanks employer therefore simply sailor to enter into a little 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? Checkboxes In Contacts For Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction 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 signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact 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 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 add in your concern thank you therefore 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 help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the integration set up just yet this is a fantastic overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on however 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 to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can return and watch this in your Checkboxes In Contacts For Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our vital expert enterprise group and unlimited our combination works at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send an e-mail 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 installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your business app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is saving 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 create custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also supply a few pointers on how to check securely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any questions 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 really keen to sync our data then send our an email project 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 however if you have various approvals from me you may just be able to see campaign monitor if your gain access to differs 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 most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the additional steps of logging in often or working across numerous web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Checkboxes In Contacts For Campaign Monitor