Campaign Monitor Bcc On Journeys 2022

Lets talk Campaign Monitor Bcc On Journeys…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Bcc On Journeys

the technical elements of the combination software our partnership with campaign monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more individuals have actually just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin 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 information about ourselves we ‘d like to know a little bit about you people are a fast survey 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 customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have numerous people on the webinar can truly see the responses being available in thick and quick 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 appear like well practically everybody has actually 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 outcomes appear like alright yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s really great to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah someone aiming to connect so yeah that’s truly insightful and that truly assists us ensure we kind of tailor this to the ideal 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 port is called we need to 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mostly due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email projects and determine the outcomes instantly syncing your data in between these 2 effective apps means that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization great thanks boss therefore simply 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 Bcc On Journeys

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns 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 in fact got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up right now this is a great summary of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 demonstration now which has been recorded by Ross earlier and that’s the beginning 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the leading and tail it and get it all figured 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 return and see this in your Campaign Monitor Bcc On Journeys

 

own time and ensure you’ve got all the learnings and prior to we kick off the demonstration just like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our vital expert business group and endless our integration operates at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send email marketing projects in simply a couple of minutes there are likewise lots of other advantages to keeping your information constant 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 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 data synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send an email project and view results we’ll also provide a few suggestions on how to test securely and lastly how to call the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re actually keen to sync our information then send our an email 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 merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you might just have the ability to see campaign monitor if your gain access to varies 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 building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting regularly or working throughout numerous internet browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Bcc On Journeys