Campaign Monitor Appstore 2022

Lets talk Campaign Monitor Appstore…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Appstore

the technical aspects of the integration software our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the responses being available in thick and fast we’re getting a little bit of a pattern 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 alright appear like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s really great to see yeah and a bit of a curiosity going on so some individuals are simply looking to know more and yeah somebody wanting to connect so yeah that’s really insightful and that actually 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 using cm4 SF the adapter is called we need to take a couple of moments to tell you a little bit more about what it is I believe this yeah you can you can do this 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 comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send email campaigns and determine the results automatically syncing your data between these two powerful apps means that you’re always dealing with the most recent and most accurate data nor from within your Salesforce company great thanks boss and so just sailor to enter 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 Appstore

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to get going 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 registered 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 may discover that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have 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 one thing we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated 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 don’t have actually the integration installed right now this is an excellent overview of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about some of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects 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 out on any of the action do not fret we’re taping this webinar so we’ll the leading and tail it and get it all sorted 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 enjoy this in your Campaign Monitor Appstore

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our important professional business group and limitless our integration operates at all but the essential addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your company app syncing and ready to send out email marketing campaigns in just a couple of minutes there are also numerous other benefits 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also supply a couple of tips on how to check securely and finally how to get in touch with the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our information then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin however if you have various consents from me you might 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 upgrade 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra steps of visiting regularly or working across numerous browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Appstore