How To Combine Campaign Monitor Audiences 2022

Lets talk How To Combine Campaign Monitor Audiences…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know completely 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 to start with my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Combine Campaign Monitor Audiences

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 lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a few more participants have simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a little bit about you people are a quick poll so I’m just going to release 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 about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have many individuals on the webinar can actually see the answers being available in thick and fast 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 feel free to vote okay looks like well practically everybody 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 outcomes appear like alright yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are simply looking to know more and yeah somebody seeking to link so yeah that’s actually informative which truly assists us make certain 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 port is called we should take a couple of moments to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce largely due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and determine the results instantly syncing your data between these 2 powerful apps suggests that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization fantastic thanks employer therefore simply 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 Combine Campaign Monitor Audiences

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 concerns and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the actual 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 just a minute even if you do not have the integration installed just yet this is an excellent introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover 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 on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re taping this webinar so we’ll the leading 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 be in your inbox so you can return and enjoy this in your How To Combine Campaign Monitor Audiences

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential professional business group and unlimited our combination works at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic 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 actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send out email marketing campaigns in just a few minutes there are likewise lots of other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise offer a few suggestions on how to check securely and lastly how to get in touch with the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really keen to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the additional steps of logging in often or working throughout several internet browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Combine Campaign Monitor Audiences