How To Get Demographics On Subscribers On Campaign Monitor 2022

Lets talk How To Get Demographics On Subscribers On Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Get Demographics On Subscribers On Campaign Monitor

the technical elements of the combination software application our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a few more individuals have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many individuals on the webinar can actually see the answers being available in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well practically everyone has actually voted so if you want to utilize 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 fine 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 currently utilizing the port so that’s actually excellent to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah somebody seeking to link so yeah that’s truly informative which truly helps us make certain we kind 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 few minutes to inform 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send email projects and measure the results instantly syncing your data between these 2 powerful apps implies that you’re always working with the current and most precise information nor from within your Salesforce company terrific thanks employer therefore simply sailor to enter into a bit more information 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 Get Demographics On Subscribers On Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got two slides worth of those so you may discover that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have 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 something we won’t be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination set up right now this is a fantastic summary of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up 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 already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes 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 demo now which has been taped 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 third just on the 15 minutes so and if you do miss any of the action do not worry we’re taping 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 remain in your inbox so you can return and watch this in your How To Get Demographics On Subscribers On Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we begin the demo much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our essential professional enterprise group and endless our combination works at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our objective will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing campaigns in just a couple of minutes there are also lots of other benefits 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 produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a couple of pointers on how to test safely and finally how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually eager to sync our information then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may just 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra actions of visiting frequently or working throughout several web browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Get Demographics On Subscribers On Campaign Monitor