Campaign Monitor Behavioral 2022

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

the technical aspects of the combination software application our collaboration with project screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and say a few more participants have simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a few 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 guys are a quick survey so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous people on the webinar can truly see the responses can be found 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 anonymous so please do do not hesitate to vote fine looks like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like alright yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s really fantastic to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah someone seeking to link so yeah that’s truly informative which truly assists us make sure we type of tailor this to the best 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 connector is called we need to take a few moments 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail projects and determine the results immediately syncing your data in between these two effective apps suggests that you’re always working with the current and most precise information nor from within your Salesforce organization great thanks employer therefore simply sailor to enter 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 Behavioral

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got two slides worth of those so you might find that your question will be covered because Q&A session but so as we get 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 add in your question thank you therefore one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated 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 integration set up right now this is an excellent introduction 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 find out about some of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns 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 concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action don’t 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 more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Behavioral

 

own time and make sure you have actually got all the knowings and before we start the demo just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our essential expert enterprise group and endless our combination operates at all but the essential addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing projects in simply a couple of minutes there are also many other benefits to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify recipients and send out an email project and view results we’ll also offer a few suggestions on how to check safely and finally how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly 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 along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra actions of logging in often or working throughout multiple internet browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Behavioral