Segmentation In Campaign Monitor 2022

Lets talk Segmentation In Campaign Monitor…Hi everybody 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 viewing as everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly 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 businesses with campaign wallets as straightforward email marketing and automation tools backed by human support connecting 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 Segmentation In Campaign Monitor

the technical elements of the integration software application our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience working 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 just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a quick poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have a lot of individuals on the webinar can actually see the responses being available in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s really great to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody seeking to link so yeah that’s actually informative and that really helps us ensure we sort of tailor this to the ideal 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 must take a few moments to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail campaigns and determine the outcomes instantly syncing your data in between these 2 powerful apps means that you’re always working with the latest and most precise information nor from within your Salesforce organization excellent thanks employer and so just sailor to go into a little 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? Segmentation In Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual setup 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 moment even if you don’t have actually the combination installed right now this is an excellent introduction of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually 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 demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry 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 two once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Segmentation In Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we start the demonstration much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our necessary expert business group and endless our integration works at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor using 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 information and send an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing projects in simply a couple of minutes there are likewise lots of other benefits to keeping your data consistent in 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 fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify recipients and send out an email project and view results we’ll also supply a few ideas on how to evaluate safely and finally how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you might only have the ability to see campaign monitor if your gain access to 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 the majority of our setup an e-mail building 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 by means of campaign monitor comm but without the extra actions of logging in frequently or working throughout several web browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Segmentation In Campaign Monitor