How To Change List Name In Campaign Monitor – Loved by over 2 million

Lets talk How To Change List Name In Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Change List Name In Campaign Monitor

the technical aspects of the combination software application our partnership with project 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 looking forward to taking you through the presentation today and answering your concerns terrific thanks Ross and state a couple of more individuals have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you men are a quick poll so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have numerous people on the webinar can really see the answers can be found in thick and fast 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 looks like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like fine yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are just wanting to know more and yeah someone looking to link so yeah that’s really insightful and that actually helps us ensure we type 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 few minutes to tell you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail projects and determine the results automatically syncing your data in between these two powerful apps implies that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company terrific thanks employer therefore simply 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? How To Change List Name In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an introduction 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 in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might find 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 got a question that isn’t covered please do actually 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 preliminary admin and the real setup 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 minute even if you don’t have the integration set up right now this is a great introduction of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the methods you can use it to streamline 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 occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and watch this in your How To Change List Name In Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we kick off the demo much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our important professional enterprise group and unlimited our combination works at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns 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 number one 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 out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your business app syncing and ready to send out email marketing campaigns in just a couple of minutes there are likewise many other benefits to keeping your information consistent 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 specific time create an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also provide a few ideas on how to test securely and lastly how to call the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re truly keen 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 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 permissions 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 upgrade your approvals 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 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 additional steps of logging in often or working throughout several browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Change List Name In Campaign Monitor