Zapier Campaign Monitor Google Sheets 2022

Lets talk Zapier Campaign Monitor Google Sheets…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Zapier Campaign Monitor Google Sheets

the technical elements of the combination software our collaboration with project displays 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 presentation today and answering your questions fantastic thanks Ross and say a few more participants have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to know a little bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can actually see the responses being available in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like all right yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s truly fantastic to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody aiming to link so yeah that’s actually insightful which truly assists us make certain we type 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 utilizing cm4 SF the adapter is called we need to take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and determine the results immediately syncing your data between these two effective apps indicates that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization terrific thanks boss therefore just sailor to enter into a little bit more detail 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? Zapier Campaign Monitor Google Sheets

you know lasts about 15 minutes we’re also going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but 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 in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration installed right now this is a great introduction of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different 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 any of the action don’t stress 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Zapier Campaign Monitor Google Sheets

 

own time and ensure you’ve got all the knowings and before we kick off the demonstration just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our essential expert business group and limitless our integration operates at all but the essential addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing campaigns in simply a few minutes there are likewise many other benefits to keeping your information 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and define receivers and send an email project and view results we’ll also offer a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our data then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just be able 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 the majority of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the additional steps of logging in regularly or working throughout numerous internet browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Zapier Campaign Monitor Google Sheets