How To Avoid Duplicate Emails In Campaign Monitor 2022

Lets talk How To Avoid Duplicate Emails In Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know entirely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is rough 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 uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Avoid Duplicate Emails In Campaign Monitor

the technical aspects of the combination software our partnership with project displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more individuals have actually simply shown up so yeah you’re simply just in time we’re simply 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 information about ourselves we ‘d enjoy to understand a little bit about you guys are a quick survey so I’m just going to launch that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still learning and looking and ready 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 a lot of individuals on the webinar can truly see the responses being available in thick and quick we’re getting a little bit of a pattern however 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 practically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s truly great to see yeah and a bit of an interest going on so some people are just wanting to understand more and yeah somebody wanting to connect so yeah that’s really informative which actually assists us ensure 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 port is called we ought to take a few minutes to inform 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and measure the results immediately syncing your information between these two powerful apps suggests that you’re constantly working with the latest and most precise data nor from within your Salesforce organization excellent thanks employer therefore just sailor to go into a little bit more detail 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 Avoid Duplicate Emails In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get 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 include your question thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the real setup setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed just yet this is a terrific introduction of essential 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 more about some of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes 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 demonstration now which has actually been tape-recorded 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 said 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 worry we’re 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 more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your How To Avoid Duplicate Emails In Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we kick off the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and endless our integration operates at all but the important addition it’s also where self was classic 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing projects in simply a few minutes there are likewise numerous other benefits to keeping your information consistent between your serum and email marketing platform not the least of which is conserving 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 utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise supply a couple of tips on how to check safely and lastly how to get in touch with 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 just 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents 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 log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the additional steps of visiting regularly or working throughout numerous 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 Avoid Duplicate Emails In Campaign Monitor