Campaign Monitor Australia Office 2022

Lets talk Campaign Monitor Australia Office…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch 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 Australia Office

the technical aspects of the combination software 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 demonstration today and addressing your concerns terrific thanks Ross and state a few more participants have actually just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments 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 guys are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many people on the webinar can really see the responses coming in thick and fast we’re getting a little 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 fine appear like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like okay yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s really terrific to see yeah and a little bit of an interest going on so some people are just wanting to understand more and yeah somebody seeking to link so yeah that’s truly insightful which actually helps us ensure we kind of tailor this to the ideal 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 few minutes to inform you a 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 number one email marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send email projects and determine the results immediately syncing your information between these two effective apps indicates that you’re always dealing with the current and most accurate information nor from within your Salesforce company excellent thanks manager and so simply sailor to enter into a little 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 Australia Office

you understand lasts about 15 minutes we’re likewise going to provide 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 addressing some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions 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 however so as we get through 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 add in your question thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have the combination set up right now this is a fantastic introduction of essential features and best practice for connecting 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 email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action don’t worry 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Australia Office

 

own time and make sure you have actually got all the knowings and prior to we kick off the demonstration much like to state a couple of 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 important expert enterprise group and limitless our combination operates at all but the important 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 knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your company app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are also many other advantages to keeping your data consistent in 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and specify receivers and send an email project and view results we’ll also offer a couple of suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 support team ought to you have any concerns 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 really keen to sync our data then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may just be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the additional actions of visiting often or working throughout numerous web browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Australia Office