Send Out Individual Emails In Campaign Monitor 2022

Lets talk Send Out Individual Emails In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail 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 actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Send Out Individual Emails In Campaign Monitor

the technical aspects of the integration software our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions fantastic thanks Ross and say a few more participants have actually just shown up so yeah you’re simply just in time we’re just 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 know a little bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still finding out and looking and about 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 actually see the responses can be found in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright looks like well basically everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like alright yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s actually terrific to see yeah and a little bit of an interest going on so some people are simply looking to know more and yeah somebody aiming to connect so yeah that’s actually insightful and that actually helps us make certain we sort of tailor this to the best 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 adapter is called we should take a few 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 top email marketing at for Salesforce largely due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail projects and measure the outcomes immediately syncing your information between these two powerful apps suggests that you’re constantly working with the latest and most precise data nor from within your Salesforce company great thanks employer 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? Send Out Individual Emails In Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started with using 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 signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we make it 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 one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination 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 don’t have the integration set up just yet this is a terrific overview of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add 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 getting started with campaign monitor for Salesforce which will cover the various components 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 out on any of the action do not fret we’re recording 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 two once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Send Out Individual Emails In Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we begin the demo similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our vital professional enterprise group and endless our integration operates at all but the important addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary 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 goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send email marketing projects in simply a couple of minutes there are likewise lots of other benefits to keeping your data constant in between your serum and email 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 create customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise provide a couple of suggestions on how to evaluate securely and lastly how to contact the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected 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 may just be able to see campaign monitor if your access varies 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 structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the extra actions of visiting often or working throughout multiple browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Send Out Individual Emails In Campaign Monitor