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Lets talk What Does Address Cleaned Mean In Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing 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 respective services to you so first of all my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle What Does Address Cleaned Mean In Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over ten 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 answering your questions great thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have many people on the webinar can truly see the responses can be found in thick and quickly 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 confidential so please do feel free to vote okay looks like well basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are just looking to understand more and yeah somebody looking to connect so yeah that’s really informative which really assists us make certain we kind 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 adapter is called we ought to take a couple of moments to inform 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 top e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send email projects and measure the outcomes immediately syncing your data between these two effective apps means that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company terrific thanks manager therefore simply sailor to go into a little bit more information 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? What Does Address Cleaned Mean In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to start with using 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 too so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really 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 real setup and the preliminary admin 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 just a moment even if you don’t have actually the integration set up right now this is a terrific summary of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up 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’ve currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the starting 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 simply on the 3rd just 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 leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your What Does Address Cleaned Mean In Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we start the demonstration just like to state 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 vital expert business group and unrestricted our combination operates at all but the vital 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 acquainted with the terms of leads contacts campaigns 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your information constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll also offer a few pointers on how to check securely and lastly how to call the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re really eager to sync our information 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 various authorizations from me you might just 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 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the additional actions of logging in regularly or working across several internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you What Does Address Cleaned Mean In Campaign Monitor