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Lets talk Bullet Proof Image How To Us Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Bullet Proof Image How To Us Campaign Monitor

the technical aspects of the integration software our collaboration with project monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more participants have just shown up so yeah you’re just in the nick of 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 minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have numerous people on the webinar can truly see the answers can be found in thick and quickly we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s truly insightful and that truly assists us ensure we type of tailor this to the best 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 adapter is called we ought to take a few moments 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 largely due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and determine the results immediately syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce company fantastic thanks manager therefore simply 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 know lasts about 15 minutes we’re likewise going to provide you a summary 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 registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really 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 demonstration is the actual installation and the initial admin setup with the integration that stated we do ever assist 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 actually the integration set up just yet this is an excellent overview of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the third 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 figured out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Bullet Proof Image How To Us Campaign Monitor

 

own time and make certain you’ve got all the knowings and prior to we start the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our vital expert enterprise group and endless our combination operates at all but the essential addition it’s also where self was classic 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 utilizing 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 primary e-mail 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 campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a comprehensive demonstration of whatever 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 simply a couple of minutes there are also numerous other advantages to keeping your data constant 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also supply a couple of pointers on how to check safely and lastly how to call the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our data then send our an e-mail project 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 however if you have various approvals from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the extra steps of logging in frequently or working across several browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Bullet Proof Image How To Us Campaign Monitor