Suppression List Campaign Monitor – Loved by over 2 million

Lets talk Suppression List Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn 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 up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Suppression List Campaign Monitor

the technical aspects of the integration software our collaboration with project displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a few more participants have simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have many people on the webinar can really see the answers coming in thick and fast we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well basically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like all right yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s truly great to see yeah and a bit of an interest going on so some people are simply seeking to know more and yeah someone looking to link so yeah that’s actually insightful which truly assists us make sure we type of tailor this to the best 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 connector is called we should take a few minutes to tell 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 primary email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email projects and determine the results instantly syncing your data in between these 2 powerful apps indicates that you’re always dealing with the most recent and most precise data nor from within your Salesforce company fantastic thanks manager therefore just sailor to go into a 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? Suppression List Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide 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 responding to 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 two slides worth of those so you might 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 actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated 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 integration installed just yet this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs 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 taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated 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 recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Suppression List Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we begin the demo just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our vital professional enterprise group and endless our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send email marketing projects in just a few minutes there are likewise numerous other advantages to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also provide a couple of ideas on how to check securely and lastly how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign 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 just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might only have the ability to see campaign monitor if your gain access to varies 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 the majority of our setup an email 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 straight via campaign monitor comm however without the extra actions of visiting frequently or working throughout multiple internet browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Suppression List Campaign Monitor