How To Export Campaign Monitor List To Excel – Loved by over 2 million

Lets talk How To Export Campaign Monitor List To Excel…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle How To Export Campaign Monitor List To Excel

the technical aspects of the integration software our collaboration with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of more individuals have simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have many individuals on the webinar can truly see the responses coming in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are simply wanting to know more and yeah someone seeking to connect so yeah that’s truly informative which really helps us make certain we kind of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we should take a few 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and determine the outcomes instantly syncing your data in between these two powerful apps indicates that you’re always working with the current and most accurate data nor from within your Salesforce company terrific thanks employer and so simply sailor to enter into a 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 Export Campaign Monitor List To Excel

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns 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 in fact got 2 slides worth of those so you may find that your question 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 question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration set up just yet this is a terrific introduction of key 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 find out about a few of the methods you can utilize it to streamline 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 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the starting 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 just on the 15 minutes so and if you do miss out on any of the action don’t fret 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 be in your inbox so you can come back and enjoy this in your How To Export Campaign Monitor List To Excel

 

own time and make certain you’ve got all the knowings and before we begin the demonstration just 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 probably understand our important professional business group and limitless our integration operates at all but the important addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to 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 connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor using existing subscriber data 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 steps to sync your information and send an email campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send out e-mail marketing projects in just a few minutes there are likewise numerous other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise provide a few pointers on how to check securely and lastly how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager 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 along with 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 might 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 permissions 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the additional actions of logging in frequently or working throughout multiple browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you How To Export Campaign Monitor List To Excel