Importing Contacts From Campaign Monitor To Hubspot 2022

Lets talk Importing Contacts From Campaign Monitor To Hubspot…Hi everybody 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 viewing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor customer 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 support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Importing Contacts From Campaign Monitor To Hubspot

the technical aspects of the integration software our collaboration with project monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and state a couple of more individuals have just gotten here so yeah you’re just 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 moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you people are a quick poll 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 consumers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous people on the webinar can truly see the responses being available in thick and fast 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 feel free to vote all right appear like well pretty much everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like all right yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s truly fantastic to see yeah and a bit of an interest going on so some individuals are just aiming to understand more and yeah somebody looking to connect so yeah that’s really informative and that really assists us make certain we type of tailor this to the best 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 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 simple setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail projects and determine the outcomes immediately syncing your information in between these two effective apps means that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization excellent thanks employer therefore simply 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? Importing Contacts From Campaign Monitor To Hubspot

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered because Q&A session however so as we make it 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 include your concern thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up right now this is an excellent summary of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not stress we’re recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can return and watch this in your Importing Contacts From Campaign Monitor To Hubspot

 

own time and make sure you’ve got all the knowings and before we begin the demo similar to 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 probably understand our essential professional business group and unrestricted our combination operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using 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 information and send out an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your business app syncing and ready to send e-mail marketing projects in just a few minutes there are also lots of other advantages to keeping your data consistent in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create 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 data synced for a particular time create an email campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also provide a couple of ideas on how to check securely and finally how to get in touch with the Beaufort 12 assistance group 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 connected to campaign monitor we’re really keen to sync our information then send our an email campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only be able 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure 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 directly via campaign monitor comm but without the additional steps of visiting often or working across several browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Importing Contacts From Campaign Monitor To Hubspot