How To Add Recipients To Campaign Monitor Campaign 2022

Lets talk How To Add Recipients To Campaign Monitor Campaign…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together 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 just like to take a moment to present ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Add Recipients To Campaign Monitor Campaign

the technical elements of the integration software our partnership with campaign monitors is over 10 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 demonstration today and answering your questions fantastic thanks Ross and state a few more individuals have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a little bit about you men are a quick survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous individuals on the webinar can really see the responses being available in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like all right yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody aiming to connect so yeah that’s really informative and that actually assists us make certain we type 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 using cm4 SF the adapter is called we need to take a few minutes to tell you a little 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 mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and determine the outcomes instantly syncing your data in between these two effective apps means that you’re always working with the latest and most accurate information nor from within your Salesforce company great thanks manager therefore just sailor to enter into a little 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 Recipients To Campaign Monitor Campaign

you know lasts about 15 minutes we’re likewise going to supply 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 responding to 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 questions and we’ve really got two slides worth of those so you may discover that your concern will be covered because 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 in fact 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 demo is the initial admin and the real setup setup with the integration that stated we do ever assist 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 actually the combination set up right now this is an excellent summary of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components 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 don’t stress we’re tape-recording 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 have actually done that so it’ll remain in your inbox so you can return and enjoy this in your How To Add Recipients To Campaign Monitor Campaign

 

own time and make certain you’ve got all the learnings and prior to we kick off the demo similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our necessary expert enterprise group and endless our combination operates at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a thorough demo of everything that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing projects in just a couple of minutes there are also many other benefits to keeping your data 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also supply a couple of tips on how to test securely and lastly how to call the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really eager to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may just 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 approvals 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 exactly the like if you logged into the account straight through campaign monitor comm but without the additional actions of visiting frequently or working throughout multiple web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Add Recipients To Campaign Monitor Campaign