Campaign Monitor Api Integration 2022

Lets talk Campaign Monitor Api Integration…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 might not know entirely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Api Integration

the technical elements of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and state a few more participants have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments 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 men are a quick poll so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and learning and ready to decide 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 really see the responses coming 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 confidential so please do do not hesitate to vote okay looks like well practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like alright yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the adapter so that’s truly terrific to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah someone aiming to link so yeah that’s truly informative and that actually 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 using cm4 SF the connector is called we must take a few moments to inform you a little bit more about what it is I think 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 thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail projects and measure the results instantly syncing your data in between these two powerful apps suggests that you’re always working with the latest and most precise information nor from within your Salesforce organization terrific thanks employer and so simply sailor to go into a little bit more detail 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 Api Integration

you understand lasts about 15 minutes we’re likewise going to supply 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 begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we make it through 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 therefore something we won’t be covering in today’s demo is the actual installation and the initial admin setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination set up just yet this is a fantastic overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind 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 demonstration now which has been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not worry we’re taping this webinar so we’ll the leading 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 return and watch this in your Campaign Monitor Api Integration

 

own time and make certain you’ve got all the learnings and before we start the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our vital expert enterprise group and unrestricted our integration works at all but the necessary addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns 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 number one 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 demonstration our objective 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 actually simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing campaigns in just a couple of minutes there are likewise numerous 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 create custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a few tips on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the additional actions of logging in often or working across numerous browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Api Integration