How To Add Email To Campaign Monitor Campaign 2022

Lets talk How To Add Email To Campaign Monitor Campaign…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 viewing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Add Email To Campaign Monitor Campaign

the technical aspects of the combination software application our collaboration 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 questions great thanks Ross and say a few more individuals have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have many individuals on the webinar can truly see the responses coming in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right appear like well basically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like okay yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s truly great to see yeah and a little bit of a curiosity going on so some people are just looking to know more and yeah somebody wanting to link so yeah that’s actually informative and that truly helps us make sure 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 using cm4 SF the adapter is called we should take a couple of minutes to inform you a 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 email marketing at for Salesforce mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and measure the results instantly syncing your data between these 2 effective apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization great thanks boss and so just sailor to go 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 Email To Campaign Monitor Campaign

you know lasts about 15 minutes we’re also 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 start by answering some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that 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 in fact look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration 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 actually the combination set up just yet this is an excellent introduction of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs 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 demo now which has actually been tape-recorded by Ross earlier which’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 fret we’re tape-recording this webinar so we’ll the top 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 come back and see this in your How To Add Email To Campaign Monitor Campaign

 

own time and make sure you’ve got all the learnings and prior to we start the demo much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary expert enterprise group and endless our integration operates at all but the essential addition it’s also where self was traditional and the newer lightening user 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 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 primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed 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 a thorough demo of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email marketing projects in simply a few minutes there are likewise many other advantages to keeping your information constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and define recipients and send an email campaign and view results we’ll likewise supply a few suggestions on how to check safely and lastly how to contact the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re really eager to sync our information 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 merely called campaign monitor I’m seeing this as an admin however if you have various 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 upgrade your permissions 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra actions of logging in frequently or working across multiple internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Add Email To Campaign Monitor Campaign