Campaign Monitor Api WordPress 2022

Lets talk Campaign Monitor Api WordPress…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Api WordPress

the technical elements of the integration software our collaboration with project screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a couple of more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a little bit about you guys are a fast survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of people on the webinar can really see the answers coming in thick and quickly we’re getting a little a pattern 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 looks like well basically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like alright yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah someone seeking to link so yeah that’s actually informative which actually assists us ensure we type of tailor this to the right 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 connector is called we ought to take a few moments to inform 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 primary email marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and measure the results automatically syncing your information in between these two powerful apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company terrific thanks boss therefore simply 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 WordPress

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 concerns and we’ve really 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 concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination set up just yet this is a terrific introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that springs 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 actually been tape-recorded by Ross earlier which’s the getting going 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 third simply on the 15 minutes so and if you do miss any of the action don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Api WordPress

 

own time and make certain you’ve got all the learnings and prior to we start the demo just like 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 probably know our necessary expert business group and limitless our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demo 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 reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing campaigns in simply a couple of minutes there are likewise numerous other advantages to keeping your data constant between your serum and email marketing platform not the least of which is saving 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 utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll likewise supply a few suggestions on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really eager to sync our data then send our an e-mail campaign 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 merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just be able to see campaign monitor if your access differs 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 building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm however without the additional actions of visiting frequently or working throughout multiple browser tabs let’s move on 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 WordPress