Auto Prepare Email Draft Campaign Monitor 2022

Lets talk Auto Prepare Email Draft Campaign Monitor…Hi everybody 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 everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first of all 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 campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch 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 Auto Prepare Email Draft Campaign Monitor

the technical elements of the integration software our collaboration with project monitors is over ten years old so myself and my team have got a lot 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 individuals have simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time but in the minute 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 quick survey so I’m simply 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 learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have a lot of people on the webinar can really see the responses can be found in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well pretty much everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like okay yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just looking to understand more and yeah someone aiming to link so yeah that’s truly informative and that truly assists us make sure we type of tailor this to the right 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 adapter is called we ought to take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this 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 thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out email projects and measure the outcomes automatically syncing your data in between these 2 effective apps suggests that you’re always dealing with the latest and most precise information nor from within your Salesforce organization terrific thanks manager therefore just 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? Auto Prepare Email Draft Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed just yet this is a terrific overview of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover 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 but if there’s anything that some if there’s anything that occurs 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 demonstration now which has been taped by Ross earlier and that’s the starting 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 3rd simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Auto Prepare Email Draft Campaign Monitor

 

own time and ensure you have actually got all the knowings and before we kick off the demo similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our important professional business group and unrestricted our integration operates at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to 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 email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected 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 comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and ready to send out email marketing projects in simply a few minutes there are also lots of other advantages to keeping your information constant between your serum and e-mail marketing platform not the least of which is saving 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 utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also provide a couple of ideas on how to test safely and lastly how to call the Beaufort 12 assistance team 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 actually eager to sync our data then send our an e-mail project using 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 simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you may only be able to see campaign monitor if your gain access to differs 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 most of our setup an email building today

with this campaign monitor tab you can visit 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 actions of logging in frequently or working throughout several internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Auto Prepare Email Draft Campaign Monitor