Mailup Vs Campaign Monitor 2022

Lets talk Mailup Vs Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Mailup Vs Campaign Monitor

the technical elements of the integration software application our partnership with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing clients 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 type of things so Wow it’s great to have so many people on the webinar can actually see the responses can be found in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well pretty much everyone 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 minutes time and see what those results look like okay yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are just wanting to know more and yeah somebody seeking to link so yeah that’s really insightful and that truly assists us make certain 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 using cm4 SF the connector is called we should take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and measure the outcomes immediately syncing your information between these two effective apps implies that you’re always working with the current and most accurate information nor from within your Salesforce company terrific thanks manager 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? Mailup Vs Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you may find that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do actually 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 preliminary admin and the real installation 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 moment even if you do not have the integration installed right now this is an excellent introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the ways you can use it to enhance 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 but 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 to the demonstration 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 various elements that you can see on the screen here as I said 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 don’t stress 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Mailup Vs Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we start the demonstration similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our essential professional business group and limitless our combination operates at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of 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 number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and all set to send out e-mail marketing campaigns in just a few minutes there are also numerous other benefits to keeping your data consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and define receivers and send an email campaign and view results we’ll likewise offer a couple of tips on how to evaluate securely and finally how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the additional steps of logging in regularly or working across several internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Mailup Vs Campaign Monitor