Zapier Push Data To Campaign Monitor 2022

Lets talk Zapier Push Data To Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Zapier Push Data To Campaign Monitor

the technical elements of the integration software our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have a lot of people on the webinar can really see the answers coming in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well pretty much everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like fine yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the port so that’s really terrific to see yeah and a little bit of an interest going on so some people are simply looking to know more and yeah someone seeking to connect so yeah that’s actually informative and that truly helps us ensure we sort 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 adapter is called we must take a couple of moments to tell you a 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 e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email campaigns and determine the outcomes immediately syncing your information in between these 2 powerful apps suggests that you’re always working with the current and most accurate information nor from within your Salesforce company fantastic thanks manager therefore simply sailor to go into a little 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? Zapier Push Data To Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with using 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 registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got two slides worth of those so you might find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demonstration is the actual setup and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed just yet this is a fantastic overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes 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 been taped by Ross earlier which’s the beginning 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 third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re 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 2 once we’ve done that so it’ll be in your inbox so you can return and watch this in your Zapier Push Data To Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we begin the demonstration similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our important expert business group and limitless our integration works at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are also many other benefits to keeping your information 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also offer a couple of ideas on how to test safely and lastly how to call the Beaufort 12 assistance team must 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 actually keen to sync our data then send our an e-mail campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may only 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 update your authorizations the campaign monitor lightning app is where we’ll be doing the majority 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 same as if you logged into the account directly through campaign monitor comm but without the additional steps of visiting often or working across numerous internet browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Zapier Push Data To Campaign Monitor