Merge Subscriber List Campaign Monitor 2022

Lets talk Merge Subscriber List Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is rough 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 email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Merge Subscriber List Campaign Monitor

the technical aspects of the integration software application our partnership with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a few more individuals have actually simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have many individuals on the webinar can truly see the responses being available in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well pretty much everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like fine yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah someone seeking to link so yeah that’s really informative and that actually helps us make certain we kind of tailor this to the right 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 port is called we should take a couple of moments to inform you a little 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 top e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and measure the results immediately syncing your data between these two powerful apps suggests that you’re constantly working with the current and most accurate information nor from within your Salesforce organization terrific thanks boss and so simply sailor to go into a bit more detail 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? Merge Subscriber List Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an overview 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 questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your concern will be covered in that 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 include your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that stated we do ever assist 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 combination installed right now this is a great summary of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Merge Subscriber List Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we kick off the demo similar to to say a couple of 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 important 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 interface if you’re an existing Salesforce user you’re likely acquainted with 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing subscriber information 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 steps to sync your data and send out an email campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a subscriber 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 produce an email project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise provide a couple of pointers on how to evaluate securely and finally how to get in touch with the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm however without the additional steps of visiting frequently or working throughout numerous web browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Merge Subscriber List Campaign Monitor