Campaign Monitor Add Columns Email – Loved by over 2 million

Lets talk Campaign Monitor Add Columns Email…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Add Columns Email

the technical aspects of the combination software our collaboration with campaign displays is over ten years old so myself and my group 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 concerns terrific thanks Ross and say a few more individuals have actually just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a bit about you guys 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 men out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many people on the webinar can really see the answers can be found in thick and quickly we’re getting a little a pattern 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 all right appear like well practically everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like alright yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah someone wanting to connect so yeah that’s really insightful which actually helps us make sure we type of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we ought to take a couple of minutes to tell you a little 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 number one e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and determine the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re constantly working with the most recent and most precise data nor from within your Salesforce company terrific thanks boss therefore just sailor to go 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? Campaign Monitor Add Columns Email

you know lasts about 15 minutes we’re also going to supply you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your concern 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 concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed just yet this is a great introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 demonstration now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Add Columns Email

 

own time and make certain you’ve got all the learnings and before we kick off the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our important expert enterprise group and endless our combination operates at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with 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 primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with 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 data and send out an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also lots of other advantages 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 develop 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 information synced for a specific 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 couple of tips on how to test securely and lastly how to call the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really eager to sync our data then send our an email campaign 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 merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might only 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm however without the extra actions of logging in often or working throughout several web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Add Columns Email