Export Email From Campaign Monitor 2022

Lets talk Export Email From Campaign Monitor…Hi everyone 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 viewing as everyone that’s joining us might not know entirely 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 first of all my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies 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 manage Export Email From Campaign Monitor

the technical elements of the combination software application our partnership with project screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns terrific thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of individuals on the webinar can actually see the responses being available in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright appear like well basically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like fine yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the adapter so that’s truly great to see yeah and a little bit of an interest going on so some people are simply looking to understand more and yeah someone wanting to link so yeah that’s truly insightful which really assists us ensure 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 using cm4 SF the adapter is called we need to take a few 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and measure the outcomes immediately syncing your information in between these 2 effective apps indicates that you’re always working with the current and most accurate information nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to enter 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? Export Email From Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions 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 in fact got two slides worth of those so you may discover that your question will be covered in that Q&A session but so as we make it through 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 concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up just yet this is an excellent summary of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes 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 taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t 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 two once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Export Email From Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we kick off the demo 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 most likely understand our necessary expert business group and limitless our integration works at all but the vital addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and prepared to send email marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and specify receivers and send out an email project and view results we’ll likewise offer a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional actions of visiting regularly or working across several internet browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Export Email From Campaign Monitor