Mailchimp Or Campaign Monitor 2022

Lets talk Mailchimp Or Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward e-mail marketing and automation tools backed by human support 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 handle Mailchimp Or Campaign Monitor

the technical elements of the integration software our partnership with project displays is over 10 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 concerns great thanks Ross and state a couple of more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a bit about you men are a quick 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 clients versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous people on the webinar can actually see the answers 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 anonymous so please do do not hesitate to vote all right appear like well basically everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like alright yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already using the connector so that’s really great to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah someone aiming to connect so yeah that’s really informative which truly assists us make certain we sort of tailor this to the ideal 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 think 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 largely due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and measure the outcomes immediately syncing your data in between these 2 effective apps implies that you’re always working with the latest and most precise information nor from within your Salesforce organization great thanks boss therefore simply sailor to go 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 Or Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find 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 concern that isn’t covered please do actually 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 real installation and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration installed just yet this is an excellent introduction of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add 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 getting started with campaign monitor for Salesforce which will cover the different components 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 stress we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Mailchimp Or Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we start the demo just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary professional enterprise group and unlimited our integration works at all but the vital 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 knowledgeable about 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 using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor utilizing existing subscriber 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 steps to sync your data and send out an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your company app syncing and all set to send email marketing projects in just a few minutes there are also many other benefits to keeping your information constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an email project and view results we’ll also supply a few tips on how to evaluate securely and lastly how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building 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 straight by means of campaign monitor comm however without the additional steps of visiting often or working across several internet browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Mailchimp Or Campaign Monitor