Campaign Monitor Automation Examples 2022

Lets talk Campaign Monitor Automation Examples…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Automation Examples

the technical elements of the integration software our partnership with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and say a couple of more individuals have simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you guys are a fast poll so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have many people on the webinar can truly see the answers being available in thick and fast we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like okay yeah I think that’s practically everybody has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s truly great to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah someone aiming to link so yeah that’s really insightful and that actually assists us make certain we kind 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 connector is called we must take a few moments to inform you a 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 top email marketing at for Salesforce mostly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail campaigns and measure the results automatically syncing your data between these two effective apps implies that you’re always dealing with the latest and most precise information nor from within your Salesforce organization fantastic thanks employer 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Automation Examples

you understand lasts about 15 minutes we’re likewise going to supply you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent 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 2 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 question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the combination installed just yet this is a fantastic overview of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the getting started 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 3rd simply 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Automation Examples

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our essential expert enterprise group and endless our integration operates at all but the important addition it’s also where self was traditional and the more recent lightening 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 top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your business app syncing and prepared to send e-mail marketing projects in simply a few minutes there are likewise numerous other benefits to keeping your information constant 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also provide a few tips on how to check securely and finally how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able to see campaign monitor if your access 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm however without the additional actions of visiting often or working throughout several internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Automation Examples