Campaign Monitor Autoresponder Segment 2022

Lets talk Campaign Monitor Autoresponder Segment…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Autoresponder Segment

the technical elements of the integration software application our partnership with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and state a couple of more individuals have actually 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 couple of moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you people are a fast poll 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 looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have so many individuals on the webinar can truly see the responses coming in thick and fast we’re getting a little bit of a pattern but 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 looks like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like all right yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah someone looking to link so yeah that’s actually informative and that really assists us ensure we type 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 using cm4 SF the adapter is called we need to take a few minutes to tell 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail campaigns and determine the results immediately syncing your data between these 2 powerful apps implies that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization great thanks boss and so just sailor to go 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 Autoresponder Segment

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to start 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 out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we get through 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 include 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 said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination installed just yet this is an excellent overview of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the beginning 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 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 2 once we have actually done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Autoresponder Segment

 

own time and ensure you’ve got all the learnings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our essential professional business group and unlimited our integration works at all but the essential addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns 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 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 utilizing existing subscriber 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 out an email project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise many other benefits to keeping your data consistent in 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise offer a few ideas on how to check securely and lastly how to contact the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various authorizations 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 update your permissions 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 precisely the same as if you logged into the account directly through campaign monitor comm however without the additional steps of visiting frequently or working throughout numerous browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Autoresponder Segment