Campaign Monitor Agency Model Demo Video 2022

Lets talk Campaign Monitor Agency Model Demo Video…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Agency Model Demo Video

the technical elements of the integration software application our collaboration with project monitors 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 terrific thanks Ross and state a couple of more individuals have just 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 moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still discovering and looking and ready 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 many individuals on the webinar can really see the responses coming in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well practically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like all right yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah somebody aiming to link so yeah that’s actually informative which really helps 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 utilizing cm4 SF the adapter is called we should 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 better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email projects and measure the results immediately syncing your data in between these 2 effective apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization excellent thanks manager therefore 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 Agency Model Demo Video

you understand 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 begin by addressing 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 questions and we’ve really got 2 slides worth of those so you may discover that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demo is the actual installation and the initial admin setup with the combination 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 do not have actually the combination set up right now this is a fantastic overview of crucial 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 some of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’s the getting going 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 don’t worry we’re 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 two once we have actually done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Agency Model Demo Video

 

own time and make certain you’ve got all the learnings and before we kick off the demonstration similar to 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 most likely know our necessary professional business group and endless our combination operates at all but the important addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing projects in just a couple of minutes there are also many other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving 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 produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise offer a couple of suggestions on how to check safely and lastly how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re truly eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain 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 however if you have different consents from me you may only have the ability to see campaign monitor if your gain access to differs 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 visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the additional actions of logging in frequently or working throughout several web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Agency Model Demo Video