Campaign Monitor Automation Journey 2022

Lets talk Campaign Monitor Automation Journey…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Automation Journey

the technical elements of the integration software our collaboration with campaign screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions great thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a little bit about you men are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still learning 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 fantastic to have so many people on the webinar can actually see the answers can be found in thick and quickly we’re getting a little a trend 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 appear like well pretty much everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s actually great to see yeah and a bit of an interest going on so some people are just looking to know more and yeah somebody aiming to connect so yeah that’s truly insightful and that truly helps us make sure 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 should 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 e-mail marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail projects and measure the outcomes automatically syncing your information in between these 2 powerful apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company fantastic thanks manager and so simply sailor to go 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 Automation Journey

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you may discover 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that stated 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 do not have the combination set up right now this is an excellent summary of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions 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 questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not worry we’re taping 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 more once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Automation Journey

 

own time and ensure you have actually got all the knowings and before we kick off the demonstration similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely know our essential expert business group and unrestricted our combination works at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our objective will be to send an email project with campaign monitor utilizing existing subscriber data 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 data and send an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in simply a few 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and define recipients and send out an email project and view results we’ll likewise offer a couple of suggestions on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re actually eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as 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 be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 visit 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 steps of visiting frequently or working across numerous internet browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Automation Journey