Mailchimp Eller Campaign Monitor 2022

Lets talk Mailchimp Eller Campaign Monitor…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 everyone that’s joining us may not know entirely about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Mailchimp Eller Campaign Monitor

the technical elements of the combination software our partnership with campaign displays is over 10 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 addressing your concerns terrific thanks Ross and state a few more participants have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have so many individuals on the webinar can really see the answers can be found 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 fine looks like well pretty much everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like fine yeah I believe that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah someone aiming to link so yeah that’s truly insightful which actually helps us ensure we sort of tailor this to the best 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 connector is called we must take a couple of minutes 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 top email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail projects and measure the outcomes automatically syncing your data in between these two powerful apps indicates that you’re constantly working with the most recent and most precise data nor from within your Salesforce organization excellent thanks employer and so simply sailor to enter into a little bit more information 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 Eller Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out 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 really got 2 slides worth of those so you might find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do actually 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 real setup 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 simply a moment even if you don’t have the combination installed right now this is a great overview of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently 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 demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different aspects 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 out on any of the action do not fret we’re taping 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 remain in your inbox so you can come back and view this in your Mailchimp Eller Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we start the demonstration just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our vital expert enterprise group and unlimited our combination operates at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be using 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 show you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send email marketing projects in simply a few minutes there are also numerous other benefits to keeping your data constant in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise offer a few pointers on how to evaluate safely and lastly how to call the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually eager 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 simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might only have the ability to see campaign monitor if your access varies 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 the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra actions of logging in often or working throughout numerous internet browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Mailchimp Eller Campaign Monitor