Mailchimp Campaign Monitor And More To Send Trigger-based Email Journeys 2022

Lets talk Mailchimp Campaign Monitor And More To Send Trigger-based Email Journeys…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Mailchimp Campaign Monitor And More To Send Trigger-based Email Journeys

the technical elements of the combination software our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and state a few more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to know a bit about you people are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have a lot of individuals on the webinar can actually see the answers can be found in thick and quick we’re getting a bit of 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 okay appear like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s practically everybody has actually voted there so thank you a lot 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 individuals are simply wanting to know more and yeah somebody aiming to connect so yeah that’s really informative which really 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 utilizing cm4 SF the connector is called we must take a couple of minutes to inform you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail projects and measure the results immediately syncing your data between these two powerful apps implies that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization fantastic thanks manager and so simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Mailchimp Campaign Monitor And More To Send Trigger-based Email Journeys

you understand lasts about 15 minutes we’re also going to offer you an overview of how to get going 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 in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you might find that your question will be covered because Q&A session however 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 really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t 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 initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up right now this is a fantastic introduction of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements 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 tape-recording 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 more once we have actually done that so it’ll be in your inbox so you can come back and see this in your Mailchimp Campaign Monitor And More To Send Trigger-based Email Journeys

 

own time and make certain you’ve got all the learnings and prior to we start 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 available as you will probably know our essential expert enterprise group and limitless our integration operates at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo 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 simple it is and how effective it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing subscriber data 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 steps to sync your data and send an email project well this isn’t a comprehensive demonstration 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 likewise lots of other advantages to keeping your data constant in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and define receivers and send an email project and view results we’ll also provide a couple of pointers on how to evaluate safely and lastly how to contact the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re really eager to sync our information then send our an e-mail project utilizing 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 just 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 gain access to differs 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 most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra actions of logging in regularly or working throughout numerous web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Mailchimp Campaign Monitor And More To Send Trigger-based Email Journeys