How To Create An Audience List On Campaign Monitor 2022

Lets talk How To Create An Audience List On Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so firstly 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 campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Create An Audience List On Campaign Monitor

the technical aspects of the combination software application our partnership with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more participants have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you people are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the responses coming in thick and fast we’re getting a little 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 pretty much everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like fine yeah I believe that’s basically 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 fantastic to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah someone looking to link so yeah that’s actually informative and that truly helps us ensure 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 using cm4 SF the adapter is called we need to take a few moments to tell 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 primary email marketing at for Salesforce largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out email projects and determine the results instantly syncing your information in between these 2 powerful apps implies that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization great thanks employer therefore just sailor to go into a bit more information 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 Create An Audience List On Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might find 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 concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the initial admin and the real setup 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 just a moment even if you don’t have the combination installed just yet this is a great overview of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later but 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 over to the demo now which has been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re recording 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 2 once we’ve done that so it’ll be in your inbox so you can come back and watch this in your How To Create An Audience List On Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to 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 probably understand our necessary professional business group and endless our integration operates at all but the important addition it’s also where self was traditional 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 campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail 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 objective will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your organization app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information consistent 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise provide a few pointers on how to check securely and lastly how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually eager to sync our data then send our an e-mail project 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 however if you have different consents from me you might 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 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the additional steps of logging in regularly or working throughout several web browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Create An Audience List On Campaign Monitor