Campaign Monitor Merge Lists – Loved by over 2 million

Lets talk Campaign Monitor Merge Lists…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Merge Lists

the technical elements of the combination software application our partnership with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions great thanks Ross and state a few more participants have actually just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many individuals on the webinar can actually see the answers being available in thick and quick we’re getting a little bit of 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 fine appear like well practically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like alright yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s truly terrific to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah someone wanting to link so yeah that’s truly insightful and that truly assists us ensure 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 utilizing cm4 SF the port is called we need to take a couple of minutes to inform 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 number one email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send email projects and measure the outcomes instantly syncing your information between these 2 powerful apps implies that you’re always dealing with the current and most precise data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to go into a 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? Campaign Monitor Merge Lists

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 begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you might 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 question 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 demo is the preliminary admin and the actual installation setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed just yet this is a fantastic overview of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not stress we’re 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 more once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Merge Lists

own time and make sure you have actually got all the knowings and prior to we kick off the demo similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our essential professional business group and endless our combination operates at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send 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 organization app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are likewise lots of other advantages to keeping your information consistent 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 create a subscriber 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 produce an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll also supply a few suggestions on how to evaluate securely and finally how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly eager to sync our data then send our an email campaign using 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 authorizations from me you may 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 update your permissions 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 log in 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 extra steps of visiting often or working throughout numerous web browser tabs let’s move 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 Merge Lists

Campaign Monitor Merge Lists – Loved by over 2 million

Lets talk Campaign Monitor Merge Lists…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor customer experience group 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 never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Merge Lists

the technical aspects of the integration software our collaboration with project displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a few more participants have simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have many people on the webinar can actually see the responses coming in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well practically 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 couple of minutes time and see what those outcomes look like okay yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the port so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply wanting to understand more and yeah somebody aiming to connect so yeah that’s actually insightful which actually helps us make sure we kind 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 utilizing cm4 SF the port is called we must take a couple of minutes to inform 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 e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and determine the outcomes instantly syncing your information in between these 2 powerful apps implies that you’re always dealing with the current and most accurate data nor from within your Salesforce organization excellent thanks boss therefore just sailor to enter 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? Campaign Monitor Merge Lists

you know lasts about 15 minutes we’re also going to provide you an introduction 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 two slides worth of those so you might discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually 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 one thing we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up just yet this is an excellent overview of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not stress we’re taping 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 come back and watch this in your Campaign Monitor Merge Lists

own time and ensure you have actually got all the knowings and prior to we start the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our essential professional enterprise group and unlimited our combination works at all but the necessary addition it’s likewise where self was timeless 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 project 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 information and send out an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your service app syncing and ready to send email marketing campaigns in just a few minutes there are likewise numerous other advantages to keeping your data constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also supply a few suggestions on how to evaluate securely and finally how to call the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly eager to sync our information then send our an e-mail project using 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 but if you have different consents from me you might 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 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working throughout numerous web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Merge Lists