How To Send An Email To One Person In Campaign Monitor – Loved by over 2 million

Lets talk How To Send An Email To One Person In Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage How To Send An Email To One Person In Campaign Monitor

the technical elements of the combination software our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and state a couple of more individuals have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to know a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the responses being available in thick and quickly 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 all right looks like well practically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like okay yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are just looking to know more and yeah somebody seeking to link so yeah that’s actually insightful and that truly helps us ensure we type 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 utilizing cm4 SF the connector is called we ought to take a few moments to tell you a little 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 email marketing at for Salesforce largely due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and measure the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re always working with the latest and most precise data nor from within your Salesforce organization fantastic thanks employer therefore simply sailor to go into a bit more detail 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 Send An Email To One Person In Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually 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 therefore one thing we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration 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 don’t have actually the integration installed just yet this is a great overview of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting started 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 out on 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your How To Send An Email To One Person In Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we kick off the demonstration much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our essential expert business group and unlimited our integration works at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar 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 e-mail 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 objective will be to send an e-mail 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 set up and linked to campaign monitor then take you through the steps to sync your data and send out an email project 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 email marketing campaigns in simply a few minutes there are also many other advantages 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise provide a few ideas on how to test safely and finally how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an email project using 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 simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you might 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 structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting frequently or working across numerous internet browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you How To Send An Email To One Person In Campaign Monitor