Campaign Monitor Ajax 2018 2022

Lets talk Campaign Monitor Ajax 2018…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Ajax 2018

the technical aspects of the integration software application our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have so many people on the webinar can truly see the answers being available in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right appear like well basically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like alright yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are simply seeking to understand more and yeah someone looking to connect so yeah that’s actually informative which really helps us make certain we sort 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 port is called we ought to 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 number one email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail projects and determine the results automatically syncing your information between these two effective apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce company fantastic thanks employer 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 Ajax 2018

you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the integration that said we do ever help 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 integration installed just yet this is a great overview of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t fret 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 2 once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Ajax 2018

 

own time and make certain you have actually got all the knowings and before we start the demonstration much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our essential professional enterprise group and unlimited our integration works at all but the essential addition it’s also where self was classic and the more recent lightening user 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing campaigns in just a few minutes there are also many other advantages to keeping your data consistent 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 create a customer 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 create an email project in campaign monitor and specify receivers and send an email project and view results we’ll likewise provide a few ideas on how to test safely and finally how to contact the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our information then send our an e-mail project utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only have the ability to see campaign monitor if your access differs 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 building 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 by means of campaign monitor comm however without the additional actions of logging in often or working across several web browser tabs let’s proceed 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 Ajax 2018