Campaign Monitor Add Padding 2022

Lets talk Campaign Monitor Add Padding…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Add Padding

the technical elements of the combination software our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and say a few more individuals have actually just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to know a bit about you guys are a quick poll 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 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 fantastic to have many people on the webinar can really see the answers can be found in thick and quickly we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well basically everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like alright yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody wanting to link so yeah that’s actually informative which actually assists us ensure 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 adapter is called we should take a couple of moments to tell you a 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 primary email marketing at for Salesforce mostly 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 customer information send out email projects and measure the outcomes automatically syncing your information between these two effective apps implies that you’re always working with the latest and most accurate information nor from within your Salesforce organization excellent thanks employer therefore just 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 Add Padding

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t 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 initial step and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination installed just yet this is a great overview of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few 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 will not be covering some concerns 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements 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 out on any of the action don’t stress we’re taping this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Add Padding

 

own time and make certain you’ve got all the learnings and before we start the demonstration just like to say 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 important expert business group and unlimited our combination operates at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using 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 simple 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 begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send out email marketing projects in just a couple of minutes there are likewise many other advantages to keeping your information constant 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise provide a couple of ideas on how to test securely and finally how to call the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really keen to sync our information then send our an email campaign using campaign monitor to get you orientated we remain 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 may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure 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 through campaign monitor comm but without the extra steps of visiting frequently or working throughout several internet browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Add Padding