Campaign Monitor Activate Automation 2022

Lets talk Campaign Monitor Activate Automation…Hi everyone and thank you a lot for joining us today on find out 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 campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Activate Automation

the technical elements of the combination software our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns fantastic thanks Ross and state a few more participants have just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into 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 enjoy to understand a bit about you men are a fast survey so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of individuals on the webinar can actually see the responses being available in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like all right yeah I believe 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 fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to understand more and yeah someone wanting to connect so yeah that’s truly insightful which really assists us ensure we kind 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 using cm4 SF the connector is called we must take a couple of moments to tell 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 simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and determine the outcomes immediately syncing your data in between these 2 powerful apps means that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce organization excellent thanks employer therefore simply sailor to go into a little bit more information 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 Activate Automation

you understand lasts about 15 minutes we’re also going to provide you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually 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 actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the integration that stated we do ever assist 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 actually the integration installed right now this is an excellent overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that springs to mind 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 recorded by Ross earlier and that’s the getting started 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 just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not stress 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 have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Activate Automation

 

own time and make certain you’ve got all the learnings and before we begin the demo similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our important expert enterprise group and unrestricted our combination works at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in simply a couple of minutes there are likewise many other advantages to keeping your data 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise provide a few suggestions on how to test securely and finally how to get in touch with the Beaufort 12 assistance team must 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 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 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 different permissions from me you might only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your authorizations 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 utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the extra steps of visiting often or working across several internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Activate Automation