How Often Do Squarespace And Campaign Monitor Sync – Loved by over 2 million

Lets talk How Often Do Squarespace And Campaign Monitor Sync…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience team 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 connecting with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How Often Do Squarespace And Campaign Monitor Sync

the technical elements of the combination software application our partnership with campaign displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and state a few more individuals have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you men are a fast survey so I’m simply going to launch 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 discovering and looking 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 numerous people on the webinar can really see the answers being available in thick and fast 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 do not hesitate to vote alright appear like well pretty much everyone has actually voted so if you want 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 appear like fine yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s actually great to see yeah and a little bit of an interest going on so some individuals are just aiming to know more and yeah somebody wanting to link so yeah that’s really informative and that actually assists us make certain we sort of tailor this to the best 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 few moments to tell you a 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 e-mail 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 client information send e-mail projects and measure the results automatically syncing your data in between these 2 powerful apps implies that you’re constantly dealing with the current and most precise information nor from within your Salesforce company excellent thanks employer and so 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? How Often Do Squarespace And Campaign Monitor Sync

you understand lasts about 15 minutes we’re also going to offer you an overview 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 concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern 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 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 will not be covering in today’s demo is the initial admin and the real setup setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is a great summary of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve 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 demonstration please do include your concerns 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 which’s the getting going 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 just on the third simply on the 15 minutes so and if you do miss any of the action do not fret 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 view this in your How Often Do Squarespace And Campaign Monitor Sync

 

own time and make certain you have actually got all the learnings 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 offered as you will most likely know our vital expert enterprise group and endless our integration works at all but the vital addition it’s also where self was classic and the newer lightening user 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 demonstration hi and welcome to our QuickStart guide to using 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 basic it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing campaigns in simply a few minutes there are likewise lots of other benefits to keeping your data consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also provide a couple of tips on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly eager to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various permissions 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 approvals 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 like if you logged into the account directly via campaign monitor comm but without the extra actions of logging in often or working throughout multiple browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How Often Do Squarespace And Campaign Monitor Sync