Campaign Monitor Automated Journeys 2022

Lets talk Campaign Monitor Automated Journeys…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Automated Journeys

the technical elements of the combination software application our collaboration with project monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many individuals on the webinar can truly see the answers can be found 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 confidential so please do do not hesitate to vote fine looks like well practically everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s really excellent to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah somebody seeking to link so yeah that’s really informative which truly assists us make sure we kind of tailor this to the right 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 port is called we ought to take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and measure the outcomes instantly syncing your data in between these 2 effective apps suggests that you’re always dealing with the most recent and most precise information nor from within your Salesforce company terrific thanks manager and so just sailor to go into a little bit more detail 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 Automated Journeys

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 addressing some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that said we do ever assist 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 the combination set up right now this is a terrific overview of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already 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 demo please do add 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 and that’s the getting started 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 3rd just on the 15 minutes so and if you do miss any of the action don’t fret we’re tape-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 have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Automated Journeys

 

own time and make certain you have actually got all the learnings and prior to we begin the demo 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 understand our essential professional business group and endless our integration works at all but the essential addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted 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 port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your service app syncing and ready to send out email marketing campaigns in just a few minutes there are likewise lots of other advantages to keeping your data consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also offer a couple of pointers on how to check securely and lastly how to call the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really eager to sync our data then send our an email campaign using campaign monitor to get you orientated we’re 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 approvals from me you may just have the ability to see campaign monitor if your access differs 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 straight by means of campaign monitor comm however without the extra actions of visiting often or working across numerous browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Automated Journeys