How To Create Columns In Campaign Monitor 2022

Lets talk How To Create Columns In Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Create Columns In Campaign Monitor

the technical aspects of the integration software our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns great thanks Ross and say a couple of more individuals have simply shown up 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 few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a little bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering and about 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 so many individuals on the webinar can actually see the responses being available in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well pretty much everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are simply looking to understand more and yeah somebody aiming to connect so yeah that’s actually insightful which really assists us make sure we type 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 adapter is called we must take a couple of minutes to tell you a 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 top e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out email projects and measure the outcomes immediately syncing your data in between these two effective apps means that you’re always dealing with the current and most accurate information nor from within your Salesforce company excellent thanks boss and so just sailor to enter into a little 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 Columns In Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary 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 concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might discover 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 question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demo is the initial admin and the actual setup setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is an excellent introduction of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the beginning 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 third just on the 15 minutes so and if you do miss out on any of the action do not fret 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 two once we have actually done that so it’ll be in your inbox so you can return and see this in your How To Create Columns In Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we kick off the demo much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our essential professional business group and unlimited our combination works at all but the essential addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked 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 demo of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are also lots of other advantages to keeping your data consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a couple of suggestions on how to evaluate securely and finally how to get in touch with the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our information then send our an email campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the additional actions of visiting often or working throughout multiple browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Create Columns In Campaign Monitor