Campaign Monitor Advanced Automation 2022

Lets talk Campaign Monitor Advanced Automation…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Advanced Automation

the technical elements of the combination software our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns fantastic thanks Ross and state a couple of more individuals have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you men are a quick survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have many individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright appear like well basically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like fine yeah I believe that’s practically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s truly excellent to see yeah and a little bit of an interest going on so some people are just seeking to know more and yeah somebody looking to connect so yeah that’s truly insightful and that really 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 connector is called we must take a few minutes to tell you a little 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 primary e-mail marketing at for Salesforce largely due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send e-mail campaigns and measure the results immediately syncing your data in between these two effective apps indicates that you’re always working with the latest and most accurate data nor from within your Salesforce company terrific thanks boss and so simply sailor to enter into a bit more information 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 Advanced Automation

you understand lasts about 15 minutes we’re also going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up just yet this is a terrific introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up 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 have actually 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the beginning 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 3rd just on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording 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 2 once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Advanced Automation

 

own time and make certain you have actually got all the knowings and prior to we begin the demonstration much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our vital professional enterprise group and endless our combination operates at all but the vital addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects 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 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 powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected 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 comprehensive demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are likewise numerous other advantages to keeping your data consistent 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 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 information synced for a particular time develop an e-mail project in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise offer a couple of ideas on how to check safely and finally how to call the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected 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 simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may only have the ability 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 the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the extra actions of visiting frequently or working throughout multiple browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Advanced Automation