Campaign Monitor Automation 2022

Lets talk Campaign Monitor Automation…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Automation

the technical elements of the integration software application our partnership with campaign screens is over 10 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 fantastic thanks Ross and state a few more participants have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have numerous people on the webinar can actually see the answers coming in thick and fast 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 confidential so please do feel free to vote all right appear like well basically everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like okay yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s really great to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah someone looking to link so yeah that’s really insightful which truly assists us ensure we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we should take a couple of minutes to tell 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 top e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send email campaigns and determine the results automatically syncing your data between these 2 powerful apps means that you’re always working with the current and most accurate information nor from within your Salesforce company great thanks manager 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 demo which is

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

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered 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 question will be covered because Q&A session however so as we survive 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 question thank you therefore one thing we won’t be covering in today’s demo is the real installation and the preliminary admin setup with the integration 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 actually the combination set up just yet this is a great introduction of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently 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 demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different 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 stress 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 remain in your inbox so you can return and see this in your Campaign Monitor Automation

 

own time and ensure you’ve got all the learnings and prior to we begin 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 available as you will most likely know our important professional enterprise group and unlimited our integration works at all but the essential addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing customer information 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 steps to sync your data and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will reveal 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 numerous other benefits 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 produce custom 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 an e-mail campaign and view results we’ll also supply a couple of ideas on how to check safely and lastly how to get in touch with the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update 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 visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the extra actions of visiting often or working across several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Automation