Moving From Campaign Monitor To Mailchimp 2022

Lets talk Moving From Campaign Monitor To Mailchimp…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Moving From Campaign Monitor To Mailchimp

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and state a couple of more individuals have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have numerous individuals on the webinar can actually see the answers can be found in thick and fast 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 alright appear like well practically everyone has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like okay yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the adapter so that’s really terrific to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody aiming to link so yeah that’s truly insightful and that actually helps us make certain 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 port is called we must take a couple of minutes to tell 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 email marketing at for Salesforce largely due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email projects and measure the outcomes instantly syncing your information between these 2 effective apps suggests that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce organization great thanks manager and so just sailor to enter 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? Moving From Campaign Monitor To Mailchimp

you understand lasts about 15 minutes we’re also going to provide you an overview of how to get going 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 out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up just yet this is a terrific overview of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not 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 add your questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different 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 out on any of the action don’t worry we’re taping 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 more once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Moving From Campaign Monitor To Mailchimp

 

own time and ensure you have actually got all the learnings and before we kick off the demo just like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our vital professional business group and endless our integration operates at all but the necessary 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 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 connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple 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 customer data 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 thorough demo of everything that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing projects in just a few minutes there are also numerous other benefits to keeping your information constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send out an email project and view results we’ll also provide a couple of ideas on how to test securely and lastly how to call the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re truly eager to sync our information 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only have the ability to see campaign monitor if your access 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 most of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm but without the additional actions of logging in often or working across numerous web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Moving From Campaign Monitor To Mailchimp