How To Add New Audience In Campaign Monitor 2022

Lets talk How To Add New Audience In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all 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 companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Add New Audience In Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a few more individuals have simply gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a bit about you men are a quick survey so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and discovering 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 actually see the answers being available in thick and fast 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 fine appear like well basically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like okay yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are simply wanting to understand more and yeah somebody wanting to link so yeah that’s truly informative which truly helps us make sure we sort of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we ought to take a few 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 e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail campaigns and measure the results automatically syncing your information between these 2 powerful apps suggests that you’re always dealing with the current and most accurate data nor from within your Salesforce company great thanks manager and so 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? How To Add New Audience In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 really got 2 slides worth of those so you might discover that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the combination installed right now this is a terrific introduction of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the getting going 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 simply on the third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping this webinar so we’ll the top and tail it and get it all figured 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 enjoy this in your How To Add New Audience In Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our essential expert enterprise group and limitless our combination operates at all but the essential addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using 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 number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your business app syncing and ready to send out e-mail 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send an email project and view results we’ll also provide a couple of tips on how to evaluate securely and lastly how to contact the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really 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 just called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may only be able to see campaign monitor if your access 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 the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the extra actions of logging in often or working across multiple web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Add New Audience In Campaign Monitor