Background Campaign Monitor 2022

Lets talk Background Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Background Campaign Monitor

the technical elements of the combination software our partnership with project monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and state a few more individuals have actually just shown up so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a little bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still looking and discovering and about 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 truly see the responses can be found in thick and quickly we’re getting a little a pattern however 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 looks like well practically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s really fantastic to see yeah and a little bit of a curiosity going on so some individuals are just aiming to know more and yeah somebody aiming to connect so yeah that’s actually informative and that actually assists us make sure we type of tailor this to the best 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 port is called we must take a couple of moments to inform you a little 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 primary e-mail 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 manage your client data send out e-mail projects and determine the results immediately syncing your data in between these two effective apps indicates that you’re always dealing with the most recent and most precise data nor from within your Salesforce company fantastic thanks manager therefore just sailor to enter into a 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? Background Campaign Monitor

you know lasts about 15 minutes we’re also 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 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 in fact got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demo is the initial admin and the actual setup setup with the combination that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration installed just yet this is a great summary 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 find out about some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry 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 have actually done that so it’ll remain in your inbox so you can come back and see this in your Background Campaign Monitor

 

own time and make sure you have actually got all the knowings and prior to we start the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our important expert business group and endless our combination operates at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our goal 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 just been installed and linked to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your information constant 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 produce custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send out an email project and view results we’ll likewise supply a couple of suggestions on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign 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 different approvals from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra steps of visiting often or working throughout several internet browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Background Campaign Monitor