Campaign Monitor Accordion 2022

Lets talk Campaign Monitor Accordion…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Accordion

the technical elements of the integration software application our partnership with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions fantastic thanks Ross and say a couple of more participants have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting 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 enjoy to understand a bit about you men are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have many people on the webinar can really see the answers can be found in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well practically everyone has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like fine yeah I believe that’s practically everyone has voted there so thank you so much and here’s the results so what a lot of you are already utilizing the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah someone aiming to connect so yeah that’s actually insightful which actually assists us make certain we kind of tailor this to the right 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 need to take a few moments to tell you a little bit more about what it is I think 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 features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail projects and determine the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re constantly dealing with the current and most precise data nor from within your Salesforce company terrific thanks employer therefore just sailor to enter 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 Accordion

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your concern will be covered because 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 in fact look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed just yet this is an excellent summary of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can use 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 concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration 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 tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated 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 stress we’re tape-recording 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 two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Accordion

 

own time and make sure you have actually got all the knowings and prior to we start the demo much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary expert business group and limitless our combination works at all but the vital addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your company app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are also many other benefits to keeping your data 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 utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll likewise supply a few tips on how to test securely and finally how to call the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re actually keen to sync our data then send our an e-mail project utilizing 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 but if you have various consents from me you might just be able to see campaign monitor if your access varies 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 the majority of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the additional actions of logging in frequently or working throughout several browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Accordion