Upload File To Campaign Monitor 2022

Lets talk Upload File To Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Upload File To Campaign Monitor

the technical elements of the combination software our partnership with project displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and state a couple of more participants have actually just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but 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 people are a fast poll so I’m simply 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 discovering 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 great to have numerous people on the webinar can truly see the responses can be found in thick and fast we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well basically everyone has voted so if you wish to use the poll 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 believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the port so that’s really great to see yeah and a little bit of an interest going on so some individuals are just aiming to know more and yeah someone wanting to connect so yeah that’s actually insightful which actually assists 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 utilizing cm4 SF the port is called we need to 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 top e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail projects and determine the outcomes instantly syncing your information in between these two powerful apps indicates that you’re always working with the latest and most accurate data nor from within your Salesforce company great thanks employer therefore simply sailor to go 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? Upload File To Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns 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 in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration installed right now this is an excellent summary of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo 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 which’s the beginning 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 just on the 15 minutes so and if you do miss any of the action do not fret 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 more once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Upload File To Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we kick off the demonstration much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our essential 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 user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of 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 adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send out an email project 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 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 everything that you can do it will reveal you how you can get your service app syncing and ready to send email marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your data constant 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 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 data synced for a particular time create an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise offer a few pointers on how to test safely and lastly how to contact the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you might just 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 authorizations 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the extra actions of visiting regularly or working throughout numerous internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Upload File To Campaign Monitor