Confirmed Opt In List Campaign Monitor 2022

Lets talk Confirmed Opt In List Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Confirmed Opt In List Campaign Monitor

the technical elements of the integration software our partnership with campaign screens 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 answering your questions great thanks Ross and say a few more participants have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous individuals on the webinar can truly see the responses being available in thick and quickly 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 alright appear like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like okay yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are simply looking to know more and yeah someone wanting to connect so yeah that’s truly informative which truly assists us make sure we type of tailor this to the best 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 port is called we ought to take a couple of moments 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 primary email marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send email campaigns and determine the results instantly syncing your information in between these two powerful apps implies that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company excellent thanks employer and so just sailor to go into a little bit more detail 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? Confirmed Opt In List Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you signed up so we’ll have those up on screen also 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 because Q&A session however 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 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 demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up right now this is a fantastic introduction of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements 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 stress we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Confirmed Opt In List Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we kick off the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our important expert business group and endless our integration works at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns 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 connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful 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 start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing projects in simply a few minutes there are likewise many other advantages to keeping your information constant 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and define receivers and send an email campaign and view results we’ll likewise supply a couple of pointers on how to test securely and lastly how to contact the Beaufort 12 support 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 eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you might only 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 e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional actions of visiting regularly or working across multiple internet browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Confirmed Opt In List Campaign Monitor