Campaign Monitor Automation Not Working 2022

Lets talk Campaign Monitor Automation Not Working…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 everybody that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Automation Not Working

the technical aspects of the combination software our partnership with campaign displays is over 10 years old so myself and my team 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 great thanks Ross and say a couple of more participants have actually just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a little bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of individuals on the webinar can really see the answers can be found in thick and quickly we’re getting a little bit of a trend 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 appear like well pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the port so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are just aiming to know more and yeah somebody seeking to connect so yeah that’s actually insightful which actually helps us make sure we sort 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 need to take a few 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 mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the results automatically syncing your information in between these two powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce company excellent thanks manager therefore just sailor to enter into a little 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 Not Working

you understand lasts about 15 minutes we’re also going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session however so as we make it 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 therefore something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a terrific summary of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later however 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 demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said 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 do not worry we’re 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 two once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Automation Not Working

 

own time and ensure you have actually got all the knowings and before we kick off the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our essential professional enterprise group and unlimited our integration operates at all but the essential addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter 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 demo our goal will be to send out an e-mail project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send out email marketing campaigns in just a couple of minutes there are likewise many other advantages to keeping your data consistent 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also supply a few suggestions on how to test safely and lastly how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really keen to sync our data then send our an e-mail project 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 permissions from me you may just 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 via campaign monitor comm but without the additional actions of logging in often or working throughout several browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Automation Not Working