Add To Calendar Link Campaign Monitor 2022

Lets talk Add To Calendar Link Campaign Monitor…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Add To Calendar Link Campaign Monitor

the technical aspects of the integration software our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a couple of more individuals have simply arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start getting 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 love to understand a little bit about you people are a quick survey so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have numerous people on the webinar can really see the responses can be found in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well basically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like fine yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s truly great to see yeah and a little bit of an interest going on so some individuals are just seeking to know more and yeah somebody looking to link so yeah that’s really insightful which actually assists us make certain we sort of tailor this to the right 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 should take a couple of minutes to tell you a 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 number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out e-mail campaigns and measure the outcomes automatically syncing your data between these two effective apps indicates that you’re always working with the most recent and most accurate information nor from within your Salesforce organization excellent thanks employer and so simply sailor to go into a little 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 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 in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demo is the real installation and the initial admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is a fantastic introduction of crucial features and best 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 utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demo 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 recorded by Ross earlier and that’s the beginning 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 simply on the 15 minutes so and if you do miss 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 two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Add To Calendar Link Campaign Monitor

 

own time and ensure you have actually got all the learnings and before we kick off the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our important professional business group and endless our combination operates at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects 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 port by Beaufort 12 is a top email 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 an e-mail project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing projects in simply a couple of minutes there are likewise lots of other advantages to keeping your data constant between your serum and email marketing platform not the least of which is conserving 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 produce customized fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll likewise offer a few suggestions on how to check securely and finally how to call the Beaufort 12 assistance team ought 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 truly eager to sync our information then send our an email project utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might just 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 update 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the additional actions of logging in often or working throughout multiple internet browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Add To Calendar Link Campaign Monitor