Campaign Monitor Api Tutorial 2022

Lets talk Campaign Monitor Api Tutorial…Hi everyone 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 everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Api Tutorial

the technical elements of the integration software application our partnership with campaign displays is over 10 years old so myself and my group have got a great deal 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 couple of more participants have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of people on the webinar can actually see the answers being available in thick and fast 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 do not hesitate to vote all right looks like well basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like fine yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah someone seeking to link so yeah that’s really insightful and that really helps us make sure we type of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we ought to take a couple of minutes to tell you a bit more about what it is I believe 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 mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email campaigns and measure the results instantly syncing your data in between these 2 powerful apps means that you’re always dealing with the current and most accurate data nor from within your Salesforce organization excellent thanks manager therefore simply 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 Api Tutorial

you know lasts about 15 minutes we’re also going to offer you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns 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 questions and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered because Q&A session however 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 in fact look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demo is the real 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 minute even if you don’t have actually the integration set up right now this is a terrific introduction of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that springs 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third simply 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 leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Api Tutorial

 

own time and make certain you’ve got all the knowings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our vital professional enterprise group and unrestricted our integration operates at all but the important addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo 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 simple it is and how powerful it can be in this demonstration our goal 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 actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and define recipients and send an email campaign and view results we’ll also offer a few pointers on how to check safely and lastly how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really eager to sync our data then send our an e-mail project using 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 various permissions from me you might just 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 the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working across numerous internet browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Api Tutorial