When To Send Newsletter Campaign Monitor 2022

Lets talk When To Send Newsletter Campaign Monitor…Hi everyone 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 project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email 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 ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle When To Send Newsletter Campaign Monitor

the technical elements of the combination software application our partnership with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a few more participants have actually just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have many individuals on the webinar can truly see the responses coming in thick and quick we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like all right yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the adapter so that’s truly fantastic to see yeah and a bit of an interest going on so some individuals are just looking to know more and yeah somebody looking to link so yeah that’s really informative which really helps us make certain we type of tailor this to the right 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 connector is called we must take a couple of minutes 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 top email marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send email campaigns and determine the results automatically syncing your data in between these 2 powerful apps means that you’re constantly working with the current and most precise information nor from within your Salesforce company great thanks boss and so just sailor to go into a bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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you understand lasts about 15 minutes we’re likewise going to offer you a summary 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 registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you might discover that your question 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 actually look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed right now this is an excellent summary of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn 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 have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping 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’ve done that so it’ll remain in your inbox so you can come back and view this in your When To Send Newsletter Campaign Monitor

 

own time and ensure you’ve got all the learnings and before we start the demo similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our necessary expert business group and unrestricted our integration works at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 adapter by Beaufort 12 is a number one e-mail 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 campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also numerous 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 develop a customer 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 specific time produce an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise offer a few ideas on how to test securely and lastly how to call 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 actually eager to sync our information then send our an e-mail project utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just 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 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 exactly the like if you logged into the account straight through campaign monitor comm however without the additional actions of visiting regularly or working throughout numerous browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you When To Send Newsletter Campaign Monitor