How To Include First Name In Campaign Monitor 2022

Lets talk How To Include First Name In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting 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 manage How To Include First Name In Campaign Monitor

the technical aspects of the integration software our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions terrific 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 getting into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to understand a little bit about you people are a fast poll so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have a lot of people on the webinar can truly see the answers being available in thick and quickly we’re getting a little bit of 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 all right appear like well basically everybody 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 minutes time and see what those outcomes appear like alright yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the adapter so that’s really great to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah someone aiming to connect so yeah that’s truly informative and that really assists us ensure we type of tailor this to the ideal 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 need to take a couple of moments to tell you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out e-mail campaigns and measure the outcomes immediately syncing your information in between these 2 effective apps means that you’re constantly working with the latest and most precise information nor from within your Salesforce company fantastic thanks employer and so simply sailor to go into a little 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 Include First Name In Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you may 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 got a concern 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 initial admin 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 moment even if you do not have actually the combination installed just yet this is a great summary of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the ways you can utilize it to streamline 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 on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier which’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 out on any of the action do not worry we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and view this in your How To Include First Name In Campaign Monitor

 

own time and ensure you have actually got all the learnings and before we begin the demo just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our vital professional business group and endless our combination works at all but the essential addition it’s likewise 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 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 adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from 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 email campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing projects in simply a few minutes there are also many other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is conserving 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 using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also provide a few tips on how to evaluate securely and finally how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you may only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the additional actions of logging in frequently or working throughout numerous web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Include First Name In Campaign Monitor