Send Out Individual Emails In Campaign Monitor – Loved by over 2 million

Lets talk Send Out Individual Emails In Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Send Out Individual Emails In Campaign Monitor

the technical aspects of the combination software our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more participants have actually just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of 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 poll so I’m just going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have so many people on the webinar can really see the responses being available in thick and quick we’re getting a bit of a pattern 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 pretty much everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like all right yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the port so that’s really fantastic to see yeah and a little bit of an interest going on so some individuals are just aiming to know more and yeah somebody looking to link so yeah that’s truly insightful and that actually helps us ensure we sort of tailor this to the right 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 need to take a few minutes to inform 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 number one email marketing at for Salesforce largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email campaigns and measure the results automatically syncing your information between these two effective apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks employer therefore simply 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? Send Out Individual Emails In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you signed up 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 discover that your question 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 question 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 one thing we will not be covering in today’s demonstration is the initial admin and the real setup 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 the combination installed right now this is a terrific introduction of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to enhance 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 on 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 over to the demo now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components 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 stress we’re 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’ve done that so it’ll remain in your inbox so you can return and see this in your Send Out Individual Emails In Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important professional enterprise group and unlimited our combination operates at all but the necessary addition it’s likewise 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 campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t an extensive demo of everything that you can do it will reveal 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 numerous other advantages to keeping your information constant in 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also offer a couple of ideas on how to check securely and finally how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an e-mail 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 authorizations from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority 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 precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting regularly or working throughout numerous internet browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Send Out Individual Emails In Campaign Monitor