Campaign Monitor 2018 2022

Lets talk Campaign Monitor 2018…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 everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor 2018

the technical elements of the combination software our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a couple of more participants have simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have numerous people on the webinar can actually see the responses coming in thick and quick 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 okay looks like well pretty much everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like all right yeah I believe that’s basically everybody has actually 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 truly excellent to see yeah and a bit of an interest going on so some people are simply wanting to understand more and yeah somebody aiming to link so yeah that’s really insightful which really assists us make sure we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the port is called we should take a few minutes to tell 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 email marketing at for Salesforce mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email campaigns and measure the outcomes instantly syncing your information in between these 2 effective apps suggests that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization terrific 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor 2018

you understand lasts about 15 minutes we’re likewise going to supply 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 answering 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 concerns and we’ve really got two slides worth of those so you might discover that your concern will be covered in that Q&A session but 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 in fact look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed just yet this is a terrific summary of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later 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 demonstration now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re 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 come back and watch this in your Campaign Monitor 2018

 

own time and make certain you have actually got all the knowings and before we begin the demonstration much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our essential professional enterprise group and limitless our integration operates at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with 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 information and send an e-mail project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your service app syncing and prepared to send email marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your data consistent between your serum and email marketing platform not the least of which is saving 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 custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an email project and view results we’ll also supply a couple of tips on how to evaluate securely and finally how to call the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re actually eager to sync our data 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 in addition to 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 may 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 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra actions of visiting regularly or working across multiple internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor 2018