How To Set Up A Mailing List On Campaign Monitor 2022

Lets talk How To Set Up A Mailing List On Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn 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 completely about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor consumer experience group 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 support connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage How To Set Up A Mailing List On Campaign Monitor

the technical elements of the combination software our collaboration with project screens is over 10 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 addressing your concerns fantastic thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re simply in the nick of time we’re just 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 few details about ourselves we ‘d enjoy to know a bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many individuals on the webinar can truly see the responses being available in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well pretty much everybody has actually voted so if you wish 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 outcomes look like fine yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s really great to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah somebody wanting to connect so yeah that’s actually insightful which actually assists us make sure we type 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 connector is called we must take a couple of moments to tell you a little 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 easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and measure the results instantly syncing your information between these two effective apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization terrific thanks boss therefore just 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 Set Up A Mailing List On Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer 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 begin by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you might find that your concern 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 concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that stated we do ever assist 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 integration set up just yet this is a great overview of key 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 about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration 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 tape-recorded by Ross earlier and that’s the starting 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 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry 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 2 once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your How To Set Up A Mailing List On Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we start the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our necessary expert business group and endless our integration operates at all but the important addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send out email marketing campaigns in simply a few minutes there are also many other advantages to keeping your information constant 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 create custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and define receivers and send an email project and view results we’ll likewise supply a couple of suggestions on how to test safely and finally how to call the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might only have the ability to see campaign monitor if your gain access to differs 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 email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in regularly or working throughout several internet browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Set Up A Mailing List On Campaign Monitor