Campaign Monitor Basic Plan 2022

Lets talk Campaign Monitor Basic Plan…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so to start with my name is rough 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 uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Basic Plan

the technical elements of the integration software application our collaboration with project monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more individuals have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can actually see the answers can be found in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like all right yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the connector so that’s really excellent to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah someone looking to link so yeah that’s actually informative and that 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 adapter is called we need to take a couple of moments to inform you a 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 largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out email projects and measure the outcomes automatically syncing your information in between these two effective apps suggests that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization excellent thanks manager and so just sailor to enter into a little bit more detail 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 Basic Plan

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions 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 really got 2 slides worth of those so you might find that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the real setup and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up right now this is an excellent overview of crucial 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 ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects 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 do not fret we’re tape-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 have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Basic Plan

 

own time and make sure you’ve got all the knowings and before we begin the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our important professional business group and unrestricted our integration works at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns 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 connector by Beaufort 12 is a primary 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 data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and all set to send e-mail marketing campaigns in simply a couple of minutes there are also many other benefits to keeping your information constant 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 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 data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise supply a couple of suggestions on how to evaluate safely 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 say that we’ve just connected to campaign monitor we’re really keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re 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 different permissions from me you may only 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 most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the additional actions of logging in regularly or working throughout multiple internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Basic Plan