Abandoned Cart Campaign Monitor 2022

Lets talk Abandoned Cart Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Abandoned Cart Campaign Monitor

the technical elements of the integration software our partnership with project displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions excellent thanks Ross and state a few more participants have simply arrived 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 couple of minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing clients 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 great to have numerous individuals on the webinar can actually 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 confidential so please do do not hesitate to vote all right looks like well practically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like okay yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s really fantastic to see yeah and a little bit of a curiosity going on so some people are simply seeking to understand more and yeah someone looking to link so yeah that’s really informative and that actually helps us make sure we kind of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port is called we need to take a couple of moments to tell you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send e-mail projects and determine the results immediately syncing your data between these 2 effective apps means that you’re always working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks manager therefore simply sailor to enter into a bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re also going to provide you an overview of how to begin 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 too so so you can follow those questions and we’ve actually got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact 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 said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination set up right now this is an excellent summary of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to streamline automate your e-mail 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 comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’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 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re taping 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 be in your inbox so you can return and watch this in your Abandoned Cart Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our vital professional enterprise group and endless our integration works at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects 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 simple it is and how powerful it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing campaigns in just a few minutes there are likewise lots of other advantages to keeping your information consistent 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 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 data synced for a particular time produce an e-mail campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also supply a few tips on how to evaluate safely and finally how to call the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to 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 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the additional actions of logging in often or working throughout multiple browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Abandoned Cart Campaign Monitor