How To Segment Lists Campaign Monitor 2022

Lets talk How To Segment Lists Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Segment Lists Campaign Monitor

the technical elements of the combination software application our partnership with project 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 demonstration today and answering your questions excellent thanks Ross and say a couple of more participants have actually just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a little bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well pretty much everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like all right yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the port so that’s actually great to see yeah and a bit of an interest going on so some people are just seeking to know more and yeah someone looking to link so yeah that’s truly informative which really helps us ensure 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 using cm4 SF the port is called we ought to take a few minutes to tell you a little bit more about what it is I think 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 mainly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send e-mail projects and measure the results immediately syncing your data between these two powerful apps suggests that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company fantastic 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 demonstration which is

What is a good open rate for email 2020? How To Segment Lists Campaign Monitor

you know lasts about 15 minutes we’re also going to supply 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 start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you may find 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 include your concern thank you and so one thing we will not be covering in today’s demonstration is the initial admin and the real setup setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed just yet this is a terrific overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on but 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 demonstration now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your How To Segment Lists Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we begin the demo similar to 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 probably know our necessary professional business group and unlimited our integration works at all but the essential addition it’s also where self was timeless and the newer 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 utilizing these in today’s demonstration 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 show you how basic it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing projects in just a couple of minutes there are also numerous other advantages 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 create 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 out an e-mail project and view results we’ll also offer a couple of suggestions on how to test securely and lastly how to contact the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually keen to sync our information 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 may only 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 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 log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the extra actions of logging in regularly or working across several browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Segment Lists Campaign Monitor