Campaign Monitor Abuse 2022

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

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions great thanks Ross and state a couple of more participants have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you people are a quick survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have many individuals on the webinar can truly see the responses can be found in thick and quickly we’re getting a little a pattern 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 alright looks like well basically everyone 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 appear like alright yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the port so that’s truly great to see yeah and a bit of an interest going on so some people are just seeking to know more and yeah somebody aiming to connect so yeah that’s really insightful which really assists us make sure we type of tailor this to the best 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 connector is called we must take a couple of minutes 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 number one email marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail campaigns and determine the outcomes automatically syncing your data between these two effective apps implies that you’re constantly working with the most recent and most precise data nor from within your Salesforce organization great thanks employer and so just sailor to enter into a little 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? Campaign Monitor Abuse

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed right now this is a terrific overview of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some 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 questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Abuse

 

own time and ensure you have actually got all the learnings and before we begin the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our essential expert enterprise group and endless our integration operates at all but the vital addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top 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 project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked 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 ready to send out e-mail marketing projects in just a couple of minutes there are likewise lots of other advantages to keeping your data consistent in 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a few pointers on how to check securely and lastly how to get in touch with the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really eager to sync our information then send our an email project 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 merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority 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 straight via campaign monitor comm but without the additional steps of logging in often or working throughout several internet browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Abuse