How To Segment An Audience In Campaign Monitor 2022

Lets talk How To Segment An Audience In Campaign Monitor…Hi everyone 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 seeing as everybody that’s joining us might not know completely about project well 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 become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Segment An Audience In Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and state a few more individuals have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous individuals on the webinar can really see the answers can be found in thick and fast we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear 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 great deal of you are already utilizing the connector so that’s truly great to see yeah and a bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody aiming to connect so yeah that’s really insightful which actually assists us make sure 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 using cm4 SF the port is called we must take a couple of moments to inform 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 easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out e-mail projects and determine the outcomes instantly syncing your information between these 2 effective apps means that you’re constantly working with the most recent and most precise information nor from within your Salesforce company terrific thanks employer therefore simply sailor to enter into a bit more detail 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 Segment An Audience In Campaign Monitor

you know lasts about 15 minutes we’re likewise 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 answering some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might 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 actually look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demonstration is the initial admin and the actual installation 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 actually the combination installed right now this is a great introduction of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that comes to mind 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 actually been recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re 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’ve done that so it’ll remain in your inbox so you can return and watch this in your How To Segment An Audience In Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we start the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our necessary professional business group and endless our combination operates at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise numerous 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also offer a couple of ideas on how to check securely and finally how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might just 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 update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 extra actions of visiting regularly or working throughout multiple internet 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 Segment An Audience In Campaign Monitor