How To Change List Name In Campaign Monitor 2022

Lets talk How To Change List Name In Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might 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 to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Change List Name In Campaign Monitor

the technical aspects of the integration software our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and state a few more participants have actually simply gotten here so yeah you’re simply 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 but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many people on the webinar can actually see the answers being available in thick and quick we’re getting a little bit of a trend but 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 looks like well practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like fine yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just looking to know more and yeah someone seeking to connect so yeah that’s truly informative which actually assists us make sure we sort of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we must take a few moments 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 e-mail marketing at for Salesforce largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email campaigns and determine the results instantly syncing your data in between these two effective apps means that you’re always working with the most recent and most precise information nor from within your Salesforce company excellent thanks boss therefore 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 Change List Name In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an overview 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 questions 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 really got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demo is the real installation and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration set up just yet this is a terrific summary of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to improve 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 occurs as you go through the demo 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 taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not fret 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 be in your inbox so you can return and see this in your How To Change List Name In Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we begin the demonstration just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our vital professional enterprise group and endless our combination works at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a few minutes there are likewise many other benefits to keeping your data 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 produce 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 data synced for a particular time produce an e-mail campaign in campaign monitor and define receivers and send an email project and view results we’ll also offer a couple of suggestions on how to evaluate securely and lastly how to call the Beaufort 12 assistance team should 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 truly eager to sync our data then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may only have the ability to see campaign monitor if your gain access to 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional steps of logging in regularly or working throughout numerous internet browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Change List Name In Campaign Monitor