Export All Lists From Campaign Monitor 2022

Lets talk Export All Lists From 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 may not know completely about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Export All Lists From Campaign Monitor

the technical elements of the integration software our collaboration with campaign monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a couple of more participants have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can actually see the answers being available in thick and quick we’re getting a little bit of 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 fine 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 few minutes time and see what those results look like okay yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently using the adapter so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are just aiming to understand more and yeah somebody wanting to link so yeah that’s truly informative which truly assists us make certain 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 need to take a couple of 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 top email 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 consumer information send e-mail projects and determine the results instantly syncing your information between these 2 effective apps suggests that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization excellent thanks manager and so simply sailor to enter into a 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? Export All Lists From Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we get 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 include your question thank you and so something we won’t be covering in today’s demo is the real installation and the initial admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have actually the combination installed just yet this is a terrific introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can utilize 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 occurs 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 demo now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different 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 do not worry we’re taping 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 2 once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Export All Lists From Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we kick off the demonstration similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our vital expert enterprise group and unrestricted our combination operates at all but the important addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one 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 demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in just a couple of minutes there are also many other benefits to keeping your information consistent in between your serum and email marketing platform not the least of which is conserving 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 create custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also provide a few tips on how to test safely and lastly how to call the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 via campaign monitor comm however without the additional actions of visiting regularly or working throughout multiple web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Export All Lists From Campaign Monitor