How To Add Contact List In Campaign Monitor 2022

Lets talk How To Add Contact List In Campaign Monitor…Hi everybody 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 everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Add Contact List In Campaign Monitor

the technical elements of the combination software our partnership with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a couple of more participants have just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you guys 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 clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have numerous people on the webinar can really see the responses 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 confidential so please do feel free to vote fine appear like well pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like all right yeah I think that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some people are simply seeking to know more and yeah somebody aiming to link so yeah that’s truly insightful which really assists us make sure we type 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 using cm4 SF the connector 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 top email marketing at for Salesforce mostly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and determine the results immediately syncing your information in between these 2 effective apps indicates that you’re always dealing with the current and most precise data nor from within your Salesforce organization excellent thanks boss and so just 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? How To Add Contact List In Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 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 concern 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 will not be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up right now this is a great introduction of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to streamline automate your e-mail 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 occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier which’s the getting started 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re tape-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 remain in your inbox so you can return and watch this in your How To Add Contact List In Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we start the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our essential expert enterprise group and endless our integration works at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your information consistent in 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise provide a couple of ideas on how to check securely and finally how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really keen to sync our data 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just be able 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting frequently or working across several internet browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add Contact List In Campaign Monitor