Switch From Single To Confirmed Opt In Campaign Monitor 2022

Lets talk Switch From Single To Confirmed Opt In Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Switch From Single To Confirmed Opt In Campaign Monitor

the technical aspects of the combination software application our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns terrific thanks Ross and state a few more participants have actually just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing customers 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 things so Wow it’s great to have a lot of individuals on the webinar can truly see the responses being available in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well basically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments 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 already using the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are simply looking to know more and yeah somebody wanting to connect so yeah that’s truly informative which truly assists us make sure 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 port is called we must take a couple of moments to tell 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 mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out email campaigns and measure the results instantly syncing your information in between these two powerful apps suggests that you’re always dealing with the latest and most precise data nor from within your Salesforce company great thanks boss 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 demo which is

What is a good open rate for email 2020? Switch From Single To Confirmed Opt In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply 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 responding to 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 two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is an excellent summary of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to enhance 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 but 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 actually been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply 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 sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Switch From Single To Confirmed Opt In Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our vital professional enterprise group and unlimited our combination works at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and prepared to send out e-mail marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your data consistent 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify recipients and send an email campaign and view results we’ll also supply a couple of pointers on how to check 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 state that we have actually simply linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using 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 however if you have different consents from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of logging in frequently or working throughout numerous web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Switch From Single To Confirmed Opt In Campaign Monitor