Campaign Monitor Sync Fields – Loved by over 2 million

Lets talk Campaign Monitor Sync Fields…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know completely about project 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 become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Sync Fields

the technical aspects of the combination software our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and say a couple of more individuals have just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you men are a fast survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific 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 feel free to vote all right looks like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I think that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the port so that’s truly excellent to see yeah and a little bit of a curiosity going on so some people are just aiming to understand more and yeah somebody aiming to link so yeah that’s actually insightful which really assists us make sure we sort 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 adapter 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 primary email marketing at for Salesforce mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send email campaigns and measure the outcomes automatically syncing your information in between these 2 effective apps suggests that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization terrific thanks manager therefore just sailor to enter into a little bit more detail 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? Campaign Monitor Sync Fields

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen too 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 in that Q&A session but so as we get 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 therefore one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up just yet this is a fantastic overview of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already 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 to the demo now which has actually been 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 said it’s going to last for just on the 3rd simply 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 leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Sync Fields

 

own time and make sure you’ve got all the knowings and before we begin the demonstration just like to state 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 understand our important professional enterprise group and unlimited our integration operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector 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 subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send email marketing projects in just a few minutes there are likewise numerous other advantages to keeping your information 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 develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise provide a couple of suggestions on how to check safely and lastly how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various 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 upgrade your consents 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 precisely the same as if you logged into the account directly via campaign monitor comm but without the extra steps of logging in regularly or working throughout several web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Sync Fields