Migrate Campaign Monitor To Mailchimp 2022

Lets talk Migrate Campaign Monitor To Mailchimp…Hi everyone and thank you so much for joining us today on learn how to utilize 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 until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Migrate Campaign Monitor To Mailchimp

the technical aspects of the combination software our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a few more participants have actually simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to understand a bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and finding out 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 people on the webinar can really see the answers being available 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 anonymous so please do do not hesitate to vote all right looks like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like all right yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the connector so that’s really fantastic to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah somebody wanting to link so yeah that’s truly insightful and that truly assists us make sure we sort 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 connector is called we need 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 better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and measure the results automatically syncing your data between these 2 powerful apps implies that you’re constantly working with the current and most accurate information nor from within your Salesforce organization terrific thanks boss therefore simply 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? Migrate Campaign Monitor To Mailchimp

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got two slides worth of those so you might find 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 question that isn’t covered please do really 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 real setup and the preliminary admin 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 simply a minute even if you don’t have actually the combination installed right now this is a great overview of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different 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 any of the action don’t stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured 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 return and watch this in your Migrate Campaign Monitor To Mailchimp

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration similar to to say 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 know our essential professional business group and limitless our combination works at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing projects in just a few minutes there are likewise many other advantages to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an email project and view results we’ll also supply a few suggestions on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team need to 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 data then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may 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 update 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 precisely the like if you logged into the account straight by means of campaign monitor comm however without the extra steps of logging in often or working throughout numerous web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Migrate Campaign Monitor To Mailchimp