Campaign Monitor Acquires New Zealand 2022

Lets talk Campaign Monitor Acquires New Zealand…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Acquires New Zealand

the technical aspects of the combination software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and say a few more individuals have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many people on the webinar can really see the answers being available in thick and fast we’re getting a bit of 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 fine looks like well basically everybody has actually voted so if you want to use 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 okay yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the connector so that’s truly terrific to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah somebody aiming to connect so yeah that’s really insightful and that really assists us make sure we type 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 minutes to inform you a bit more about what it is I believe 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 mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email projects and determine the outcomes instantly syncing your data between these 2 effective apps indicates that you’re always working with the current and most precise information nor from within your Salesforce company great thanks boss 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 New Zealand

you know 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 questions and we’ve really got 2 slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is a great introduction of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns 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 beginning 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 do not stress 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 remain in your inbox so you can come back and enjoy this in your Campaign Monitor Acquires New Zealand

 

own time and make sure you’ve got all the learnings and prior to we start the demo similar to to state 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 probably understand our vital professional business group and unrestricted our integration operates at all but the essential addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed 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 an extensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also supply a couple of pointers on how to evaluate safely and lastly how to contact the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might 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 most of our setup an e-mail 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 steps of visiting regularly or working throughout several browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Acquires New Zealand