How To Add Contacts Into Campaign Monitor 2022

Lets talk How To Add Contacts Into Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Add Contacts Into Campaign Monitor

the technical aspects of the combination software our collaboration with campaign displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more participants have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the subject of the number of 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 sort of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the responses can be found in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well basically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like alright yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are simply seeking to know more and yeah someone seeking to link so yeah that’s actually informative and that actually assists us make certain 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 ought to take a few minutes to tell you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send email campaigns and measure the outcomes immediately syncing your information between these two effective apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce company terrific thanks boss and so just sailor to enter 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? How To Add Contacts Into Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however 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 question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed just yet this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however 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 tape-recorded by Ross earlier and that’s the starting 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 two once we’ve done that so it’ll remain in your inbox so you can return and see this in your How To Add Contacts Into Campaign Monitor

 

own time and ensure you’ve got all the knowings and before we begin the demonstration much like to say 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 understand our essential expert enterprise group and unrestricted our integration works at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo 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 just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing projects in simply a couple of minutes there are also numerous 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 using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll also supply a couple of ideas on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an email campaign utilizing 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 however if you have various authorizations 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the extra actions of visiting often or working across several browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add Contacts Into Campaign Monitor