Automated Emails Campaign Monitor 2022

Lets talk Automated Emails Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Automated Emails Campaign Monitor

the technical aspects of the combination software application our collaboration with project displays is over 10 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 presentation today and answering your questions fantastic thanks Ross and state a few more participants have simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have numerous individuals on the webinar can actually see the responses being available in thick and quick we’re getting a bit of a pattern 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 all right appear like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like fine yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s really great to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah somebody aiming to link so yeah that’s truly informative which really helps us ensure 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 connector is called we need to take a few minutes to tell 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 number one e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail campaigns and determine the outcomes instantly syncing your information between these two powerful apps indicates that you’re always working with the current and most accurate data nor from within your Salesforce organization terrific thanks employer therefore just sailor to go into a little 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? Automated Emails Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide 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 answering some concerns 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 actually got 2 slides worth of those so you might find that your concern will be covered because Q&A session but 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 really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the real installation and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up right now this is an excellent summary of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to improve 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 however if there’s anything that some if there’s anything that comes 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 taped by Ross earlier and that’s the beginning 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 third just on the 15 minutes so and if you do miss out on any of the action do not fret 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 2 once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Automated Emails Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we kick off the demo similar to to say a few 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 necessary expert enterprise group and limitless our integration operates at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy 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 data 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 data and send an email project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your business app syncing and all set to send out e-mail marketing projects in simply a few minutes there are likewise many other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also provide a few tips on how to test securely and lastly how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our data then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of visiting often or working across multiple internet browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Automated Emails Campaign Monitor