Mailchimp And Campaign Monitor 2022

Lets talk Mailchimp And Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know entirely about project well till all Beaufort 12 we much like to take a minute to introduce 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 e-mail marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Mailchimp And Campaign Monitor

the technical aspects of the integration software our partnership with project monitors is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more individuals have actually just arrived 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 couple of moments time however in the moment for the moment now we have actually shared a couple of information 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 subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous people on the webinar can truly see the responses can be found in thick and fast we’re getting a little bit of a pattern 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 okay appear like well basically 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 appear like alright yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just wanting to know more and yeah somebody aiming to link so yeah that’s truly informative and that truly helps us make sure we type of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we ought to take a few minutes to tell you a 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 top email marketing at for Salesforce mainly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send e-mail campaigns and determine the results automatically syncing your data in between these 2 powerful apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce company fantastic thanks employer therefore simply sailor to go 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? Mailchimp And Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 concerns and we’ve actually got two slides worth of those so you may discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up just yet this is an excellent summary of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods 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 but if there’s anything that some if there’s anything that springs to mind 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 demonstration now which has actually been taped by Ross earlier and that’s the beginning 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 simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-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 Mailchimp And Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we begin the demo 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 probably know our vital professional enterprise group and limitless our integration works at all but the essential addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are also lots of other advantages to keeping your information consistent between your serum and e-mail marketing platform not the least of which is saving 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 develop customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail project in campaign monitor and define receivers and send out an email campaign and view results we’ll also provide a few suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 support 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 linked 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 remain 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 authorizations from me you may just 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 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 log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm but without the extra actions of visiting often or working across several internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Mailchimp And Campaign Monitor