Apostrophe In Campaign Monitor 2022

Lets talk Apostrophe In Campaign Monitor…Hi everyone and thank you so much for joining us today on discover 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 campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Apostrophe In Campaign Monitor

the technical aspects of the integration software our partnership with project screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and state a few more individuals have actually simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you men are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and finding out 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 a lot of individuals on the webinar can actually see the responses can be found in thick and fast we’re getting a bit of a pattern 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 alright looks like well basically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s really fantastic to see yeah and a little bit of an interest going on so some people are simply seeking to understand more and yeah somebody wanting to link so yeah that’s truly informative which really assists us ensure we sort 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 connector is called we need to take a few 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 number one email marketing at for Salesforce largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and determine the results automatically syncing your information in between these two effective apps means that you’re always working with the latest and most precise data nor from within your Salesforce organization great thanks manager therefore simply sailor to go into a 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? Apostrophe In Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns 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 really got two slides worth of those so you might find that your concern will be covered because Q&A session however so as we make it through 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 include your question thank you therefore something we will not be covering in today’s demo is the initial admin and the actual installation setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination set up just yet this is a great introduction of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not 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 demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements 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 out on any of the action don’t stress we’re tape-recording 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 more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Apostrophe In Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our important professional business group and limitless our combination operates 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 familiar with 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 primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are also many other benefits to keeping your data consistent 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 utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise supply a couple of pointers on how to evaluate safely and finally how to get in touch with 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 e-mail project utilizing campaign monitor to get you orientated we remain 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 permissions from me you might only 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra steps of logging in often or working throughout multiple browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Apostrophe In Campaign Monitor