Add To Calendar Campaign Monitor 2022

Lets talk Add To Calendar Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Add To Calendar Campaign Monitor

the technical elements of the integration software application our partnership with campaign screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions great thanks Ross and say a couple of more participants have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you guys are a quick survey so I’m just 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 sort of things so Wow it’s terrific to have so many people on the webinar can truly see the responses being available in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay appear like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody looking to link so yeah that’s actually insightful which truly assists us make sure 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 using cm4 SF the port is called we need to take a couple of minutes to tell you a little 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the outcomes automatically syncing your information in between these two effective apps means that you’re always working with the most recent and most precise information nor from within your Salesforce organization terrific thanks boss therefore just sailor to enter into a little bit more information 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? Add To Calendar Campaign Monitor

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get started 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 registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but 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 actually look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed right now this is a fantastic overview of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the methods you can use it to streamline 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 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 questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different aspects 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 worry we’re 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Add To Calendar Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we start the demo much like to say a couple of 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 essential professional business group and unrestricted our combination works at all but the essential addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 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 out an email project with campaign monitor using existing customer data 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 steps to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are likewise numerous other benefits 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized 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 an e-mail project and view results we’ll also supply a couple of suggestions on how to test securely and finally how to contact the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail project 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 merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you might only have the ability to see campaign monitor if your gain access to 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 building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of logging in frequently or working across multiple internet browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Add To Calendar Campaign Monitor