Behavioural Campaign Monitor 2022

Lets talk Behavioural Campaign Monitor…Hi everyone and thank you a lot 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 might not know completely 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 off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Behavioural Campaign Monitor

the technical elements of the integration software our collaboration with campaign displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions great thanks Ross and say a couple of more participants have actually simply gotten here 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 but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to understand a little bit about you men are a fast poll so I’m just going to launch 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 make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have so many individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well basically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like okay yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s really great to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to understand more and yeah someone seeking to link so yeah that’s really informative and that actually helps us make sure we kind of tailor this to the ideal 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 connector is called we need to 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 better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email campaigns and determine the results instantly syncing your information in between these two effective apps suggests that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company excellent 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 demo which is

What is a good open rate for email 2020? Behavioural Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to start 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 registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination installed just yet this is a fantastic summary of essential functions and finest 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 utilize it to streamline 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 however 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 demo now which has actually been taped by Ross earlier and that’s the beginning 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 just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re tape-recording 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 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Behavioural Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we begin the demonstration 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 offered as you will most likely know our essential professional business group and unrestricted our combination operates at all but the important addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail 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 objective will be to send out an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and all set to send out email marketing projects in just a couple of minutes there are likewise numerous other benefits to keeping your data 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise provide a couple of pointers on how to check safely and lastly how to contact the Beaufort 12 assistance team must 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 email campaign 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 just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm however without the additional actions of visiting regularly or working across multiple internet browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Behavioural Campaign Monitor