Mailchimp Vs Campaign Monitor Reporting 2022

Lets talk Mailchimp Vs Campaign Monitor Reporting…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing 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 first off my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch 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 Reporting

the technical elements of the integration software our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start getting 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 enjoy to know a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have a lot of individuals on the webinar can really see the responses coming in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine 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 couple of minutes time and see what those results look like fine yeah I believe that’s pretty much 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 port so that’s really fantastic 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 really assists us make certain we type 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 utilizing cm4 SF the connector is called we ought to take a few moments 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 simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send e-mail campaigns and measure the results automatically syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce organization great thanks boss and so simply sailor to go into a bit more information 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 Vs Campaign Monitor Reporting

you understand lasts about 15 minutes we’re also going to provide you an introduction 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 answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered because Q&A session however so as we make it through 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 therefore something we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that said we do ever assist 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 actually the combination set up right now this is an excellent introduction of key 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 about some of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been tape-recorded by Ross earlier which’s the starting 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 just on the third 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 top 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 return and see this in your Mailchimp Vs Campaign Monitor Reporting

 

own time and make certain you’ve got all the knowings and before we begin the demo much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our essential expert business group and unrestricted our combination works at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns 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 basic it is and how powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are also many other benefits to keeping your information consistent between your serum and email marketing platform not the least of which is conserving 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 produce customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and define recipients and send out an email project and view results we’ll also provide a few tips on how to test safely and finally how to contact the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your permissions 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm but without the additional actions of visiting frequently or working across numerous internet 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 Reporting