Cameron Newman Campaign Monitor 2022

Lets talk Cameron Newman Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail 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 never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Cameron Newman Campaign Monitor

the technical aspects of the integration software application our partnership with project monitors is over 10 years old so myself and my team 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 concerns terrific thanks Ross and say a few more individuals have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have a lot of individuals on the webinar can truly see the responses coming in thick and quick we’re getting a little 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 fine appear like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like fine yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s truly fantastic to see yeah and a bit of a curiosity going on so some individuals are simply wanting to know more and yeah someone seeking to link so yeah that’s really insightful and that actually assists us make certain we sort 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 adapter is called we must take a few moments to tell you a 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 primary email 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 information send email projects and determine the results automatically syncing your information in between these two powerful apps means that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization great thanks boss therefore just sailor to go into a little 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? Cameron Newman Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 concerns and we’ve actually got 2 slides worth of those so you may 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 got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the real installation setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up just yet this is an excellent overview of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns 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 add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not worry 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’ve done that so it’ll be in your inbox so you can return and enjoy this in your Cameron Newman Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we kick off the demonstration much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our essential expert enterprise group and unlimited our combination works at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo 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 reveal you how basic it is and how effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your data and send 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 business app syncing and prepared to send e-mail marketing projects in just a few minutes there are also numerous other advantages to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is saving 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 using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also offer a couple of ideas on how to test securely and finally how to get in touch with the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the additional steps of logging in frequently or working across multiple web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Cameron Newman Campaign Monitor