How To Add New Audience In Campaign Monitor – Loved by over 2 million

Lets talk How To Add New Audience In Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all 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 businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Add New Audience In Campaign Monitor

the technical elements of the integration software our collaboration with campaign monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a few more participants have actually simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous people on the webinar can truly see the answers being available in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks 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 couple of minutes time and see what those outcomes appear like all right yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the port so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are simply looking to understand more and yeah someone seeking to link so yeah that’s actually insightful and that really helps us make certain 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 using cm4 SF the adapter is called we must take a couple of moments 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 mostly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail projects and measure the outcomes immediately syncing your data between these 2 effective apps suggests that you’re always dealing with the current and most precise data nor from within your Salesforce company terrific thanks manager and so just sailor to go into a little bit more information 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? How To Add New Audience In Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out 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 because 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 really 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 demo is the real installation and the initial admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up right now this is an excellent overview of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use 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 but if there’s anything that some if there’s anything that occurs 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 been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 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’ve done that so it’ll be in your inbox so you can return and view this in your How To Add New Audience In Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we begin the demo just like to state 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 probably know our important professional business group and unlimited our integration operates at all but the important addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using 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 easy it is and how effective it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demo 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 projects in simply a couple of minutes there are also numerous other benefits to keeping your information constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also provide a few suggestions on how to check securely and finally how to get in touch with the Beaufort 12 assistance team must 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 really 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 just called campaign monitor I’m seeing this as an admin however if you have different consents 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 building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the extra actions of logging in regularly or working throughout multiple internet 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 How To Add New Audience In Campaign Monitor