Campaign Monitor Acquires Emma 2022

Lets talk Campaign Monitor Acquires Emma…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know totally about project well until 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 grainy and I become part of the campaign monitor consumer experience team 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 assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Acquires Emma

the technical aspects of the combination software application our partnership with campaign screens 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 presentation today and addressing your concerns great thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have so many individuals on the webinar can really see the responses being available in thick and fast 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 confidential so please do do not hesitate to vote all right appear like well basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like fine yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah someone looking to connect so yeah that’s really insightful which actually helps us ensure 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 minutes to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out email projects and determine the results immediately syncing your data between these two powerful apps implies that you’re always dealing with the most recent and most precise data nor from within your Salesforce company great thanks manager 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 demonstration which is

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

you understand lasts about 15 minutes we’re also 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 start by addressing 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 in fact got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed just yet this is a terrific introduction of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not 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 include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 top and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Acquires Emma

 

own time and ensure you have actually got all the knowings and prior to we start the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely know our vital professional enterprise group and unlimited our combination works at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email 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 objective will be to send 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 simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and define recipients and send out an email campaign and view results we’ll also supply a few ideas on how to evaluate safely and lastly how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our data then send our an email project using 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 merely called campaign monitor I’m seeing this as an admin but if you have different approvals 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 e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the extra steps of logging in often or working throughout several internet browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Acquires Emma