Move Subscribers From One List To Another Campaign Monitor 2022

Lets talk Move Subscribers From One List To Another Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about project well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Move Subscribers From One List To Another Campaign Monitor

the technical aspects of the integration software our partnership with campaign displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions fantastic thanks Ross and say a couple of more individuals have just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have so many individuals on the webinar can really see the responses being available in thick and fast we’re getting a little 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 okay looks like well pretty much everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like fine yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are simply looking to understand more and yeah somebody seeking to connect so yeah that’s really insightful which actually assists us make sure we type 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 utilizing cm4 SF the adapter is called we must take a couple of moments to inform 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 number one email marketing at for Salesforce largely due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail campaigns and determine the results automatically syncing your data between these 2 powerful apps suggests 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 enter 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? Move Subscribers From One List To Another Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an overview 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 addressing some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered because Q&A session however so as we get through 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 therefore something we won’t be covering in today’s demo is the initial admin and the real installation setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination installed just yet this is a great summary of crucial 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 discover a few of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind 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 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 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 don’t fret we’re taping 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 two once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Move Subscribers From One List To Another Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we begin the demo much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our important expert enterprise group and unlimited our combination works at all but the essential addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 reveal you how easy it is and how effective it can be in this demonstration our goal will be to send 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 actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are also many other advantages to keeping your data constant 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 using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also offer a few suggestions on how to evaluate safely and lastly how to contact the Beaufort 12 support team should 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 truly eager to sync our data then send our an e-mail 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 simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may just 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 the majority of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the extra steps of logging in frequently or working throughout several web browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Move Subscribers From One List To Another Campaign Monitor