Autopilot Vs Campaign Monitor 2022

Lets talk Autopilot Vs Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Autopilot Vs 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 presentation today and answering your concerns fantastic thanks Ross and state a few more participants have actually simply shown up 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 minutes time but 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 launch that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many individuals on the webinar can actually see the responses being available 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 anonymous so please do do not hesitate to vote fine looks like well practically everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like all right 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 currently utilizing the connector so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody seeking to link so yeah that’s really insightful which actually helps us make sure we sort of tailor this to the ideal 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 connector is called we should take a few moments to tell 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 primary email marketing at for Salesforce mostly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out email projects and measure the results automatically syncing your information between these two effective apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization excellent thanks manager therefore just sailor to enter 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? Autopilot Vs Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a great summary of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said 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 fret we’re 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 2 once we have actually done that so it’ll remain in your inbox so you can return and view this in your Autopilot Vs Campaign Monitor

 

own time and make sure you’ve got all the knowings and before we kick off the demo much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our important expert enterprise group and endless our integration operates at all but the necessary addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing customer 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 steps to sync your data and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your business app syncing and ready to send out email marketing projects in just a few minutes there are likewise lots of other advantages to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise supply a couple of suggestions on how to test securely and finally how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the extra actions of logging in regularly or working throughout several internet browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Autopilot Vs Campaign Monitor