Compare And Contrast Mailchimp And Campaign Monitor 2022

Lets talk Compare And Contrast Mailchimp And Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Compare And Contrast Mailchimp And Campaign Monitor

the technical elements of the integration software our collaboration with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more participants have actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you men are a fast survey so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have many individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well practically everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like okay yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s really great to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah somebody aiming to link so yeah that’s really insightful which truly assists us make sure we type of tailor this to the best 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 should take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out e-mail projects and determine the outcomes automatically syncing your data between these 2 powerful apps implies that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company terrific thanks boss therefore simply sailor to go 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? Compare And Contrast Mailchimp And Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer 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 begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover 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 actually look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the real installation and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed right now this is a fantastic overview of crucial 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 discover a few of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs 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 demonstration now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t worry we’re 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 two once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Compare And Contrast Mailchimp And Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we start the demo much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our vital expert enterprise group and unlimited 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 likely knowledgeable about 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 port by Beaufort 12 is a primary e-mail 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 objective will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send email marketing projects in just a few minutes there are also numerous other advantages to keeping your data consistent in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also offer a few ideas on how to test safely and lastly how to get in touch with the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our data then send our an e-mail project utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only have the ability 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 the majority of our setup an e-mail 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 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 data from Salesforce is going to go you Compare And Contrast Mailchimp And Campaign Monitor