Unsubscribe Tag Campaign Monitor 2022

Lets talk Unsubscribe Tag Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign 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 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 e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Unsubscribe Tag Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and state a few more individuals have actually simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time however 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 men are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have so many people on the webinar can actually see the answers can be found in thick and fast we’re getting a little a trend 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 fine looks like well practically everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like all right yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah somebody seeking to connect so yeah that’s truly insightful and that truly assists us ensure we type of tailor this to the best 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 need to take a few moments to inform you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email projects and determine the outcomes automatically syncing your data in between these 2 effective apps implies that you’re always dealing with the current and most accurate data nor from within your Salesforce organization great thanks boss therefore simply 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? Unsubscribe Tag Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide 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 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 questions and we’ve actually got 2 slides worth of those so you might discover 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 got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is a terrific summary of key features and best practice for linking Salesforce and campaign monitor hopefully 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’ve already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated 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 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 more once we have actually done that so it’ll be in your inbox so you can return and see this in your Unsubscribe Tag Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we begin the demo just 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 understand our vital expert enterprise group and endless our combination operates at all but the necessary addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic 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 using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and ready to send email marketing projects in simply a few minutes there are also numerous other advantages to keeping your data consistent 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 develop 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 data synced for a particular time develop an email campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a couple of suggestions on how to test safely and finally how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really keen to sync our information then send our an email campaign using campaign monitor to get you orientated we’re 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 however if you have various authorizations from me you might only have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of logging in regularly or working across several browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Unsubscribe Tag Campaign Monitor