How To Copy A Campaign In Campaign Monitor 2022

Lets talk How To Copy A Campaign 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 viewing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Copy A Campaign In Campaign Monitor

the technical aspects of the integration software our partnership with campaign displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a few more participants have simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a little bit about you guys are a fast survey 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 finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have so many individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay appear like well basically 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 couple of moments time and see what those results look like alright yeah I think that’s pretty much 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 adapter so that’s truly excellent to see yeah and a bit of a curiosity going on so some people are just aiming to know more and yeah somebody aiming to connect so yeah that’s truly insightful and that truly helps us make certain we sort of tailor this to the best 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 connector is called we must take a couple of 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 primary email marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email projects and measure the results automatically syncing your data between these two effective apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce organization great thanks boss therefore just sailor to enter into a 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 Copy A Campaign In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply 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 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 concerns and we’ve actually got two slides worth of those so you may find 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 got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a great introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the starting 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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re recording 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your How To Copy A Campaign In Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we begin the demo much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely know our important expert business group and endless our integration operates at all but the essential 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 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your service app syncing and prepared to send e-mail marketing campaigns in simply a few minutes there are likewise numerous other advantages to keeping your information constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also provide a few suggestions on how to evaluate securely and lastly how to call 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 eager to sync our information then send our an email campaign 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just 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 update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure 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 via campaign monitor comm however without the extra actions of visiting often or working throughout several web 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 Copy A Campaign In Campaign Monitor