Adding Subscriber List Campaign Monitor – Loved by over 2 million

Lets talk Adding Subscriber List Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Adding Subscriber List Campaign Monitor

the technical elements of the integration software our collaboration with campaign screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and state a few more participants have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have so many people on the webinar can truly see the responses 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 anonymous so please do feel free to vote fine appear like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like okay yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly terrific to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah someone looking to connect so yeah that’s actually insightful and that actually helps us make certain we kind 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 connector 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send e-mail projects and determine the outcomes automatically syncing your information between these 2 powerful apps suggests that you’re always dealing with the most recent and most precise data nor from within your Salesforce company excellent thanks boss therefore just sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Adding Subscriber List Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a question 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 will not be covering in today’s demo is the preliminary admin and the actual setup setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a fantastic summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to simplify 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 however if there’s anything that some if there’s anything that comes 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 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 aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-recording this webinar so we’ll the top 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 enjoy this in your Adding Subscriber List Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we start the demonstration just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our essential expert enterprise group and limitless our integration works at all but the vital addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing campaigns in simply a few minutes there are likewise numerous other benefits to keeping your data constant in between your serum and email 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 create custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send out an email campaign and view results we’ll also offer a few pointers on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly eager to sync our data then send our an email project utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 by means of campaign monitor comm but without the additional actions of visiting regularly or working across several internet browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Adding Subscriber List Campaign Monitor