How To Segment Lists Campaign Monitor – Loved by over 2 million

Lets talk How To Segment Lists Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle How To Segment Lists Campaign Monitor

the technical aspects of the combination software our collaboration with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns terrific thanks Ross and state a few more individuals have just shown up 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 couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know 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 learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many people on the webinar can truly see the answers can be found in thick and fast we’re getting a little a trend but 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 wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like okay yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah somebody aiming to connect so yeah that’s actually informative which truly helps us make sure 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 adapter is called we should take a few minutes to tell you a little bit more about what it is I believe 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 features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out e-mail projects and determine the outcomes instantly syncing your data in between these two powerful apps means that you’re always working with the latest and most accurate data nor from within your Salesforce company fantastic thanks employer and so just sailor to enter 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 To Segment Lists Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 questions and we’ve really got 2 slides worth of those so you may discover 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing 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 do not have the combination installed just yet this is a terrific introduction of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects 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 out on any of the action don’t worry 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 two once we’ve done that so it’ll be in your inbox so you can return and see this in your How To Segment Lists Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we start the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our important expert enterprise group and unlimited our integration operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise provide a couple of suggestions on how to test safely and finally how to contact the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually eager to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we remain 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 but if you have different permissions from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email 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 by means of campaign monitor comm but without the extra actions of visiting regularly or working throughout multiple browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Segment Lists Campaign Monitor