Alex Bard Campaign Monitor Linkedin 2022

Lets talk Alex Bard Campaign Monitor Linkedin…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 everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Alex Bard Campaign Monitor Linkedin

the technical aspects of the combination 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 anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you people are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still finding out and looking 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 a lot of people on the webinar can actually see the responses being available in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well pretty much 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 couple of minutes time and see what those results look like fine yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s actually fantastic to see yeah and a bit of an interest going on so some people are simply looking to know more and yeah someone aiming to link so yeah that’s actually informative and that really helps us ensure we kind of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we should take a few minutes to inform you a 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 top email marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the outcomes immediately syncing your information between these two powerful apps means that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce organization terrific thanks boss and so just sailor to go into a bit more detail 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? Alex Bard Campaign Monitor Linkedin

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your concern will be covered in that Q&A session however so as we make it 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 include your concern thank you therefore one thing we will not be covering in today’s demonstration is the actual setup and the initial admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration installed right now this is a fantastic introduction of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action don’t worry 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 view this in your Alex Bard Campaign Monitor Linkedin

 

own time and make certain you have actually got all the knowings and before we begin the demo just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our essential expert enterprise group and limitless our combination works at all but the essential addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your business app syncing and all set to send e-mail marketing projects in just a few minutes there are also many other advantages to keeping your data consistent in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise offer a few pointers on how to evaluate safely and lastly how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail project utilizing 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 but if you have different permissions from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit 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 additional actions of logging in often or working throughout numerous browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Alex Bard Campaign Monitor Linkedin