Brafton And Campaign Monitor 2022

Lets talk Brafton And Campaign Monitor…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Brafton And Campaign Monitor

the technical elements of the integration software our collaboration with project displays 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 answering your concerns excellent thanks Ross and say a few more individuals have actually just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous people on the webinar can actually see the responses being available in thick and fast 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 alright looks like well basically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah someone looking to connect so yeah that’s actually insightful and that truly helps us make sure we type of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we ought to take a couple of minutes to tell 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 top email marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send e-mail campaigns and determine the results automatically syncing your information in between these 2 powerful apps indicates that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization great thanks employer and so just sailor to go 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? Brafton And Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the real installation and the initial admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have the combination set up right now this is a terrific summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently 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 demo please do include your questions 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 and that’s the getting started 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 just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re 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 two once we have actually done that so it’ll remain in your inbox so you can return and watch this in your Brafton And Campaign Monitor

 

own time and make certain you have actually got all the knowings and prior to we begin the demonstration just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our important expert 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 user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 adapter by Beaufort 12 is a primary email 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 objective will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out email marketing projects in simply a few minutes there are also lots of other advantages to keeping your information consistent in 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also supply a few tips on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually keen to sync our information 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might 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 update your consents 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 additional steps of visiting often or working throughout several web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Brafton And Campaign Monitor