Anchors In Campaign Monitor 2022

Lets talk Anchors In Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know entirely about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Anchors In Campaign Monitor

the technical aspects of the combination software application our collaboration with project monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more individuals have actually simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous individuals on the webinar can really see the answers coming in thick and quick we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well basically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like alright yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the port so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are simply wanting to know more and yeah someone seeking to connect so yeah that’s actually insightful which really helps us ensure we type of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we should 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 much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email campaigns and determine the outcomes immediately syncing your data between these two effective apps suggests that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization excellent thanks employer and so just sailor to enter into a little bit more detail 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? Anchors In Campaign Monitor

you understand lasts about 15 minutes we’re also 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 responding to some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we won’t be covering in today’s demo is the real installation and the initial admin setup with the combination that stated 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 the combination set up right now this is a terrific introduction of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the third 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 leading and tail it and get it all figured 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 see this in your Anchors In Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we begin the demonstration similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our vital expert business group and endless our combination works at all but the important addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo 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 reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out email marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your data constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise provide a couple of tips on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really keen to sync our information 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 various permissions from me you might just have the ability to see campaign monitor if your access differs 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 the majority of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the extra steps of visiting often or working across multiple internet browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Anchors In Campaign Monitor