Campaign Monitor Automation Journey Templates 2022

Lets talk Campaign Monitor Automation Journey Templates…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together 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 just like to take a moment to present ourselves and our respective services to you so first of all 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 project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Automation Journey Templates

the technical elements of the integration software our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a few more individuals have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers 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 things so Wow it’s excellent to have numerous people on the webinar can really see the responses can be found in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like fine yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some people are just looking to understand more and yeah somebody aiming to link so yeah that’s actually insightful and that really helps us ensure 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 utilizing cm4 SF the adapter is called we should take a few moments to tell 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and measure the results automatically syncing your information between these two effective apps indicates that you’re constantly working with the current and most precise data nor from within your Salesforce company great thanks employer and so simply sailor to enter into a bit more detail 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 Journey Templates

you know lasts about 15 minutes we’re likewise going to supply 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 start by answering some questions that you sent in when you registered 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 concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up just yet this is a great introduction of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various components 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 out on any of the action do not worry we’re taping 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 come back and enjoy this in your Campaign Monitor Automation Journey Templates

 

own time and ensure you have actually got all the knowings and prior to we start the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important professional enterprise group and limitless our integration operates at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective will be to send an e-mail 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 installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your service app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are likewise lots of other benefits to keeping your data constant between your serum and e-mail 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 using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also supply a few pointers on how to evaluate safely and finally how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re actually 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 as well as 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 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 the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the additional actions of visiting frequently or working across multiple browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Automation Journey Templates