Mailchimp Vs Campaign Monitor 2019 – Loved by over 2 million

Lets talk Mailchimp Vs Campaign Monitor 2019…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Mailchimp Vs Campaign Monitor 2019

the technical aspects of the integration software application our collaboration with project screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and state a few more participants have simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many people on the webinar can really see the responses can be found in thick and fast 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 okay looks like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like fine yeah I think that’s basically 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 actually fantastic to see yeah and a little bit of an interest going on so some individuals are just aiming to understand more and yeah somebody looking to connect so yeah that’s really informative and that really helps us make sure 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 using cm4 SF the port is called we must take a few moments to tell you a 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 top email marketing at for Salesforce mainly due to its easy 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 projects and measure the results automatically syncing your information in between these 2 powerful apps implies that you’re always working with the current and most accurate information nor from within your Salesforce organization fantastic thanks manager therefore just 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? Mailchimp Vs Campaign Monitor 2019

you know 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 begin by responding to some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern 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 will not be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up right now this is a great summary of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize 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 but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re 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 Mailchimp Vs Campaign Monitor 2019

 

own time and ensure you’ve got all the learnings and before we begin the demonstration much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our essential professional enterprise group and unlimited our integration works at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing projects in simply a couple of minutes there are likewise lots of other advantages to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define recipients and send an email project and view results we’ll also provide a couple of suggestions on how to test securely and lastly how to contact the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen to sync our data 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 simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the additional steps of visiting regularly or working across several browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Mailchimp Vs Campaign Monitor 2019