How To Combine Lists In Campaign Monitor – Loved by over 2 million

Lets talk How To Combine Lists 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 viewing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support 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 handle How To Combine Lists In Campaign Monitor

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 looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and say a couple of more participants have just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have a lot of individuals on the webinar can truly see the responses can be found 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 confidential so please do do not hesitate to vote okay looks like well basically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter 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 looking to link so yeah that’s really insightful which actually helps us make certain we kind of tailor this to the best 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 adapter is called we should take a couple of moments to inform you a little 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 top e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email campaigns and measure the results immediately syncing your information between these two powerful apps indicates that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization great thanks boss therefore simply sailor to go into a 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 Combine Lists In Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we get through 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 add in your concern thank you and so something we won’t be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a terrific summary of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however 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 demonstration now which has actually been taped 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 simply on the third just on the 15 minutes so and if you do miss any of the action do not stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your How To Combine Lists In Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we start the demo similar to to say 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 understand our necessary professional business group and unlimited our integration works at all but the necessary addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing customer information 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 actions to sync your information and send an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your company app syncing and prepared to send e-mail marketing projects in simply a few minutes there are likewise many other advantages to keeping your information consistent in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create 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 information synced for a particular time produce an email project in campaign monitor and define receivers and send out an email project and view results we’ll also provide a couple of tips on how to test securely and lastly how to call the Beaufort 12 support team must 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 really keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with 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 might just be able 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 email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the extra steps of logging in frequently or working throughout multiple internet browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Combine Lists In Campaign Monitor