Au Loves Campaign Monitor 2022

Lets talk Au Loves Campaign Monitor…Hi everybody 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 viewing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we much like to take a minute 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 businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Au Loves Campaign Monitor

the technical elements of the integration software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more individuals have simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have numerous people on the webinar can actually see the answers coming in thick and quick we’re getting a bit of a trend but 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 basically everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like fine yeah I believe that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s really great to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah someone wanting to connect so yeah that’s really insightful which actually 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 utilizing cm4 SF the adapter is called we ought to take a couple of moments 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 number one email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and determine the results immediately syncing your information between these two effective apps implies that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company great thanks manager therefore simply sailor to go into a bit more information 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? Au Loves Campaign Monitor

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up just yet this is an excellent introduction of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd simply 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 sorted 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 return and view this in your Au Loves Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our necessary professional enterprise group and limitless our combination operates at all but the important addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns 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 connector 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 out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in simply a few minutes there are likewise many other advantages to keeping your information consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and define receivers and send an e-mail project and view results we’ll also supply a few suggestions on how to check safely and lastly how to contact the Beaufort 12 support group ought to you have any questions 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 actually keen to sync our data then send our an email project 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 just called campaign monitor I’m seeing this as an admin but if you have various consents from me you may only 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 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 visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting often or working throughout several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Au Loves Campaign Monitor