How To Add 3 Columns In Campaign Monitor 2022

Lets talk How To Add 3 Columns In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Add 3 Columns In Campaign Monitor

the technical elements of the integration software our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and state a few more individuals have just shown up so yeah you’re simply just in 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 moment for the moment now we’ve shared a few information about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous individuals on the webinar can actually see the responses can be found in thick and quickly we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well pretty much everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like fine yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah someone wanting to connect so yeah that’s really insightful which actually helps 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 using cm4 SF the port is called we must take a couple of moments to tell you a bit more about what it is I think 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 largely due to its simple setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send e-mail campaigns and determine the outcomes instantly syncing your data in between these 2 powerful apps implies that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization great thanks manager and so simply sailor to enter into a 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? How To Add 3 Columns In Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the actual installation and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the integration set up right now this is an excellent summary of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier which’s the getting going 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 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can return and watch this in your How To Add 3 Columns In Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we begin the demo much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our necessary expert business group and endless our combination works at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also lots of other advantages to keeping your data consistent between your serum and email 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a couple of ideas on how to test safely and lastly how to contact the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really keen to sync our data then send our an e-mail project using 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 simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions 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 log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working throughout several browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add 3 Columns In Campaign Monitor