Campaign Monitor Autoresponder 2022

Lets talk Campaign Monitor Autoresponder…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Autoresponder

the technical aspects of the integration software our collaboration with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a few more individuals have actually just shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the answers coming in thick and quickly we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear 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 great deal of you are currently utilizing the connector so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are just looking to know more and yeah someone looking to link so yeah that’s actually informative which actually assists us ensure we kind of tailor this to the ideal 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 connector is called we should take a few moments to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email projects and determine the results immediately syncing your information in between these 2 effective apps implies that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization fantastic thanks boss therefore simply 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

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something 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 initial action and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up just yet this is a fantastic summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to streamline 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 but if there’s anything that some if there’s anything that comes 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 to the demo now which has been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action don’t fret 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 be in your inbox so you can return and watch this in your Campaign Monitor Autoresponder

 

own time and ensure you have actually got all the learnings and before we begin the demonstration similar to to say a few 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 vital professional business group and unlimited our integration operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t an extensive demo 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 few minutes there are also 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and specify recipients and send out an email campaign and view results we’ll also offer a couple of suggestions on how to check securely and lastly how to call 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 eager to sync our information then send our an e-mail campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you may just be able to see campaign monitor if your gain access to varies 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 most of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra actions of visiting frequently or working throughout numerous browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Autoresponder