Campaign Monitor Analytics Tracking 2022

Lets talk Campaign Monitor Analytics Tracking…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Analytics Tracking

the technical aspects of the combination software our partnership with campaign screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and say a couple of more individuals have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many individuals on the webinar can truly see the responses being available in thick and fast 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 do not hesitate to vote okay appear like well basically everyone has actually voted so if you wish 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 outcomes appear like fine yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply aiming to know more and yeah somebody seeking to link so yeah that’s really informative and that actually helps us ensure we sort of tailor this to the ideal 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 must take a couple of moments to inform 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 number one e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send email projects and measure the outcomes instantly syncing your data between these two powerful apps means that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks manager therefore just sailor to go into a 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 Analytics Tracking

you understand lasts about 15 minutes we’re also going to offer you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions 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 in fact got two slides worth of those so you may discover that your question 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 add in your concern thank you therefore one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination set up right now this is a terrific introduction of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that springs 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 to the demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re 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 more once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Analytics Tracking

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration similar to to state a few 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 unrestricted our integration works at all but the essential addition it’s also where self was traditional and the more recent lightening user 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an email project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your data 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise provide a couple of tips on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly keen to sync our information then send our an email 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 however if you have different consents 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 update your consents 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 use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the extra steps of logging in frequently or working throughout multiple browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Analytics Tracking