App Exchange Campaign Monitor 2022

Lets talk App Exchange Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage App Exchange Campaign Monitor

the technical aspects of the combination software application our partnership with project displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more individuals have simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you guys are a fast 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 customers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have so many individuals on the webinar can truly see the answers can be found in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well practically everybody has voted so if you want to utilize 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 okay yeah I believe that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s actually great to see yeah and a little bit of an interest going on so some individuals are simply seeking to understand more and yeah somebody seeking to connect so yeah that’s truly informative which really assists us make certain 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 port is called we must take a few moments to inform 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 top email marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email campaigns and measure the outcomes automatically syncing your information in between these 2 powerful apps implies that you’re always working with the latest and most precise information nor from within your Salesforce company excellent thanks employer 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 demo which is

What is a good open rate for email 2020? App Exchange Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with utilizing 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 in fact got 2 slides worth of those so you might find that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demo is the real setup and the preliminary admin setup with the integration that stated we do ever help 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 installed just yet this is a fantastic overview of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the ways you can utilize 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 questions later 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 been recorded by Ross earlier and that’s the beginning 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t fret we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can return and see this in your App Exchange Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration just like to state a few 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 necessary professional enterprise group and endless our integration works at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be using 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 email marketing app for Salesforce it’s my pleasure to reveal you how simple 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 simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your business app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information constant in 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also supply a few suggestions on how to test securely and finally how to call the Beaufort 12 assistance group must you have any concerns 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 truly keen to sync our information 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 directly through campaign monitor comm however without the extra actions of visiting 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 data from Salesforce is going to go you App Exchange Campaign Monitor