Campaign Monitor Send To Multiple Lists – Loved by over 2 million

Lets talk Campaign Monitor Send To Multiple Lists…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Send To Multiple Lists

the technical elements of the integration software our collaboration with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and state a couple of more individuals have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you people are a fast survey 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 discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have many individuals on the webinar can truly see the answers being available in thick and quick we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well pretty much everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like alright yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are just seeking to know more and yeah somebody aiming to link so yeah that’s actually informative and that actually helps us make certain we kind of tailor this to the ideal 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 port is called we must take a couple of minutes to inform you a little 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 email marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email projects and measure the outcomes immediately syncing your information between these two effective apps indicates that you’re constantly dealing with the current and most accurate data nor from within your Salesforce company excellent thanks manager and so just sailor to go into a 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 Send To Multiple Lists

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 may find that your concern will be covered because Q&A session but so as we survive 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 include your question thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that said we do ever help 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 integration set up right now this is an excellent summary of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns 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 over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different aspects 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 worry 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 more once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Send To Multiple Lists

 

own time and make sure you’ve got all the learnings and before we kick off the demo just like 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 most likely know our vital professional enterprise group and limitless our integration operates at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and prepared to send out email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll also provide a few suggestions on how to test safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected 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 remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only have the ability to see campaign monitor if your access varies 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 most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the additional steps of visiting often or working throughout multiple internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Send To Multiple Lists