Mailchimp Vs Campaign Monitor Agency 2022

Lets talk Mailchimp Vs Campaign Monitor Agency…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly 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 services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Mailchimp Vs Campaign Monitor Agency

the technical aspects of the combination software application our partnership with project screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a little bit about you guys are a fast survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still looking and finding out and ready 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 many individuals on the webinar can actually see the responses coming in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well basically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s really 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 seeking to link so yeah that’s really insightful which really assists us make sure we type of tailor this to the ideal audience err folks in today’s webinar we’re moving 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 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 e-mail marketing at for Salesforce largely due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out e-mail projects and measure the outcomes instantly syncing your information in between these two effective apps indicates that you’re always working with the most recent and most precise data nor from within your Salesforce company terrific thanks manager and so just sailor to go into a 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 Vs Campaign Monitor Agency

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 questions and we’ve really got 2 slides worth of those so you might discover that your question will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have actually the combination installed just yet this is a fantastic introduction of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to simplify 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 concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply 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 sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can come back and see this in your Mailchimp Vs Campaign Monitor Agency

 

own time and make sure you’ve got all the learnings and before we start the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our essential expert business group and limitless our combination works at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are also lots of other advantages to keeping your information consistent 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 produce a customer 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 develop an email project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise offer a couple of pointers on how to evaluate securely and lastly how to call the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only be able to see campaign monitor if your access 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 e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the additional actions of visiting regularly or working across multiple web browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Mailchimp Vs Campaign Monitor Agency