Campaign Monitor Advertising Agency 2022

Lets talk Campaign Monitor Advertising Agency…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Advertising Agency

the technical elements of the combination software our partnership with campaign displays 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 demonstration today and answering your concerns fantastic thanks Ross and state a few more individuals have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous individuals on the webinar can really see the answers can be found in thick and quickly 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 feel free to vote alright appear like well pretty much everybody has 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 outcomes appear like okay yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s truly terrific to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody wanting to connect so yeah that’s actually informative and that truly helps us make certain 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 utilizing cm4 SF the connector is called we should take a couple of 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 primary e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email projects and determine the results instantly syncing your data in between these 2 effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization terrific thanks boss therefore simply sailor to go 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 Advertising Agency

you know lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you may find that your concern will be covered in that 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 in fact look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the initial 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 moment even if you don’t have actually the integration installed just yet this is a fantastic introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs 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 recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording 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 two once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Advertising Agency

 

own time and make certain you have actually got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our vital professional business group and limitless our combination works at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful 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 simply been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send e-mail marketing projects in just a few minutes there are also numerous other benefits to keeping your information 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 using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and define receivers and send an email project and view results we’ll likewise supply a couple of tips on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may just have the ability to see campaign monitor if your gain access to 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 email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm however without the additional steps of logging in regularly or working across multiple web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Advertising Agency