Campaign Monitor How To Resubscribe – Loved by over 2 million

Lets talk Campaign Monitor How To Resubscribe…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 seeing as everyone that’s joining us may not know completely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor How To Resubscribe

the technical aspects of the integration software our partnership with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a few more individuals have actually just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have many people on the webinar can really see the answers can be found in thick and fast we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the adapter so that’s really great to see yeah and a little bit of a curiosity going on so some people are just wanting to know more and yeah somebody wanting to connect so yeah that’s actually informative and that truly assists us make sure we type of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we need to take a couple of minutes to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mainly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email campaigns and determine the outcomes automatically syncing your information between these two effective apps implies that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization excellent thanks employer therefore simply sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with utilizing 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 concerns and we’ve actually got 2 slides worth of those so you might discover that your question will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration installed just yet this is a terrific introduction of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover a few of the ways 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 however 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 taped by Ross earlier and that’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 stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not fret we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor How To Resubscribe

 

own time and make certain you’ve got all the learnings and before we start the demo similar to to say a couple of 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 essential professional enterprise group and limitless our integration works at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple 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 actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send out email marketing projects in just a couple of minutes there are also numerous other advantages to keeping your data constant between your serum and email marketing platform not the least of which is saving 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise offer a few ideas on how to test safely and lastly how to contact the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an email 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the additional actions of logging in often or working across numerous browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor How To Resubscribe