How To Combine Lists In Campaign Monitor 2022

Lets talk How To Combine Lists In Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely 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 become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Combine Lists In Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns great thanks Ross and state a few more participants have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you men are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still discovering 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 many individuals on the webinar can actually see the answers can be found 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 do not hesitate to vote alright appear like well pretty much everybody has actually voted so if you wish to use the survey 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 actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the port so that’s actually great to see yeah and a little bit of an interest going on so some people are simply wanting to understand more and yeah somebody aiming to connect so yeah that’s really informative and that really helps us make sure we kind of tailor this to the ideal 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 should take a few minutes to inform you a little 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 top email marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out email projects and determine the outcomes immediately syncing your information in between these two powerful apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company fantastic thanks boss therefore simply sailor to go into a little 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 Lists In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns 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 might discover that your concern will be covered in that Q&A session however so as we survive 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 and so one thing we will not be covering in today’s demo is the preliminary admin and the actual installation 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 just a minute even if you do not have the integration set up just yet this is a fantastic overview of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to enhance 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 however if there’s anything that some if there’s anything that comes to mind 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 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 just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping this webinar so we’ll the top and tail it and get it all sorted 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 view this in your How To Combine Lists In Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we begin the demo much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our important professional business group and unrestricted our combination works at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most 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 primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective 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 actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing projects in simply a couple of minutes there are also numerous other advantages to keeping your data constant 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 produce 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 specific time produce an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also provide a few suggestions on how to check safely and finally how to contact the Beaufort 12 support 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 actually eager to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your authorizations 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 precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of logging in frequently or working throughout multiple browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Combine Lists In Campaign Monitor