How To Send Campaign Monitor To Multiple Lists 2022

Lets talk How To Send Campaign Monitor To Multiple Lists…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Send Campaign Monitor To Multiple Lists

the technical elements of the integration software application our partnership with campaign monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and state a couple of more individuals have just 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 minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and learning 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 many individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like okay yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah somebody seeking to link so yeah that’s truly informative which actually assists us make sure we sort 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 ought to take a couple of moments to tell you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send email campaigns and determine the outcomes instantly syncing your data in between these 2 powerful apps means that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company terrific thanks employer and so 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 Send Campaign Monitor To Multiple Lists

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent 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 actually got 2 slides worth of those so you might find that your concern will be covered because 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 actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed just yet this is an excellent introduction of essential features and finest practice for connecting 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 utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the starting 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 just on the 3rd just on the 15 minutes so and if you do miss any of the action do not stress we’re taping this webinar so we’ll the top 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 be in your inbox so you can come back and enjoy this in your How To Send Campaign Monitor To Multiple Lists

 

own time and make certain you’ve got all the knowings and before we kick off the demonstration similar to to state 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 most likely know our vital professional enterprise group and unrestricted our combination operates at all but the vital addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor using existing subscriber data 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 actions to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send email marketing projects in simply a couple of minutes there are also many other advantages to keeping your information constant in 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 develop 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 information synced for a particular time produce an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise supply a couple of tips on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an email project using 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 but if you have different consents 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 consents 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 log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of visiting often or working across multiple web browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Send Campaign Monitor To Multiple Lists