Campaign Monitor Authentication 2022

Lets talk Campaign Monitor Authentication…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Authentication

the technical elements of the integration software our collaboration with project displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and state a couple of more participants have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a little bit about you people are a quick poll so I’m simply going to launch 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 decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have many people on the webinar can actually see the responses can be found in thick and quickly 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 looks like well practically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like fine yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s really fantastic to see yeah and a bit of a curiosity going on so some individuals are simply looking to know more and yeah someone aiming to connect so yeah that’s truly insightful and that truly assists us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a few moments to inform you a little 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 largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send email projects and measure the outcomes instantly syncing your information between these two powerful apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce organization fantastic thanks manager 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 Authentication

you know lasts about 15 minutes we’re also going to supply 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 start by answering some concerns that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your concern will be covered because 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 one thing we will not be covering in today’s demo is the initial admin and the real installation setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is a great introduction of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to improve 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 on but if there’s anything that some if there’s anything that occurs 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 been recorded by Ross earlier and that’s the getting going 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t worry 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 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Authentication

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our essential professional business group and unlimited 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 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor using 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 steps to sync your information and send an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise lots of other advantages to keeping your information 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 utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise supply a few ideas on how to check safely and lastly how to contact the Beaufort 12 assistance team ought 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 eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you may only be able to see campaign monitor if your access 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 building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the extra actions of logging in often or working throughout numerous browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Authentication