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Lets talk Best Free Campaign Monitor Alternative…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Best Free Campaign Monitor Alternative

the technical elements of the integration software our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of people on the webinar can really see the answers 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 do not hesitate to vote okay appear like well practically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like alright yeah I believe that’s basically everyone 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 individuals are simply aiming to understand more and yeah somebody seeking to link so yeah that’s actually informative and that truly helps us ensure 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 port is called we should 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send email campaigns and measure the outcomes automatically syncing your data in between these two effective apps implies that you’re always working with the most recent and most accurate data nor from within your Salesforce organization great thanks boss therefore just sailor to go into a bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re also going to provide you an overview 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 answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your question 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 in fact look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up just yet this is a fantastic introduction of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the getting started 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 3rd simply on the 15 minutes so and if you do miss any of the action do not stress we’re taping 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 remain in your inbox so you can come back and enjoy this in your Best Free Campaign Monitor Alternative

 

own time and make sure you’ve got all the learnings and prior to we start the demo much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional enterprise group and limitless our integration works 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 familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with 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 email project well this isn’t a comprehensive 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 campaigns in simply a couple of minutes there are also lots of other benefits to keeping your data consistent 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 develop 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 information synced for a particular time create an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also provide a couple of pointers on how to evaluate securely and lastly how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an email project 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 merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you might only have the ability to see campaign monitor if your access differs 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 the majority 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 like if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple web browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Best Free Campaign Monitor Alternative