Campaign Monitor Api Template 2022

Lets talk Campaign Monitor Api Template…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with 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 present ourselves and our respective services to you so to start with 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 organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Api Template

the technical aspects of the combination software application our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more participants have simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of individuals on the webinar can really see the answers can be found in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like all right yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone seeking to connect so yeah that’s truly informative and that 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 port is called we ought to take a couple of minutes to tell 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 primary email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email projects and determine the outcomes instantly syncing your information in between these two powerful apps suggests that you’re always dealing with the latest and most precise data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to enter into a bit more information 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 Api Template

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said we do ever assist 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 combination set up right now this is a fantastic introduction of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to streamline 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 but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns 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 starting 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 just on the third just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-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 two once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Api Template

 

own time and make sure you’ve got all the learnings and before we begin the demonstration similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our essential professional business group and unrestricted our combination works at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns 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 connector by Beaufort 12 is a top email 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 objective will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data 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 all set to send e-mail marketing campaigns in just a few minutes there are also numerous other advantages to keeping your information constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise supply a few suggestions on how to check safely and finally how to contact the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually eager to sync our data then send our an email project utilizing campaign monitor to get you orientated we remain 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 consents from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update 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 log in 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 internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Api Template