Campaign Monitor And Vimeo 2022

Lets talk Campaign Monitor And Vimeo…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor And Vimeo

the technical aspects of the combination software application our partnership with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more participants have actually just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many individuals on the webinar can actually see the answers coming in thick and quick we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results 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 lot of you are currently using the port so that’s actually great to see yeah and a little bit of a curiosity going on so some people are just seeking to understand more and yeah someone seeking to link so yeah that’s really informative and that really assists us make certain we type of tailor this to the ideal 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 couple of moments to inform you a little 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 top email marketing at for Salesforce mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and determine the results instantly syncing your information between these two effective apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce company terrific thanks employer and so just sailor to go into a little 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 And Vimeo

you know lasts about 15 minutes we’re also going to supply you an overview of how to get going 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 also so so you can follow those questions and we’ve in fact got two slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a question 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 real setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed just yet this is a great introduction of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about 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 already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier which’s the beginning 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 don’t fret we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor And Vimeo

 

own time and ensure you have actually got all the knowings and before we kick off the demo similar to to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert business group and endless our integration operates at all but the necessary addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using 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 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 email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send an email project 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 ready to send out e-mail marketing projects in simply a couple of minutes there are also numerous other benefits to keeping your information consistent in 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise supply a couple of ideas on how to check securely and lastly how to contact the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly eager to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may only be able 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting regularly or working throughout numerous 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 And Vimeo