28651693 Campaign Monitor Campaign Monitor 2022

Lets talk 28651693 Campaign Monitor Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle 28651693 Campaign Monitor Campaign Monitor

the technical aspects of the integration software application our collaboration with campaign screens is over ten 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 addressing your concerns excellent thanks Ross and say a few more individuals have simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a bit about you guys are a fast poll so I’m simply going to introduce 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 learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of people on the webinar can truly see the answers coming in thick and quick we’re getting a 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 all right looks like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like fine yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s actually great to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah someone aiming to link so yeah that’s really insightful which truly helps us ensure we kind of tailor this to the ideal 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 port is called we should take a few minutes to inform you a 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 e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send email projects and measure the results automatically syncing your data in between these two effective apps indicates that you’re constantly working with the most recent and most precise information nor from within your Salesforce company excellent thanks employer and so just 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? 28651693 Campaign Monitor Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your concern 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 in fact look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the initial admin and the real setup 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 simply a moment even if you don’t have the integration installed just yet this is a great introduction of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting going 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 tape-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 2 once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your 28651693 Campaign Monitor Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we kick off the demonstration similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our necessary professional business group and unlimited our integration works at all but the vital addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing 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 simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from 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 information and send an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your data 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of suggestions on how to evaluate securely and lastly how to call the Beaufort 12 assistance 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 actually eager to sync our information 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm however without the additional steps of visiting often or working throughout several web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you 28651693 Campaign Monitor Campaign Monitor