Campaign Monitor Beverly Avril 2022

Lets talk Campaign Monitor Beverly Avril…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all 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 actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Beverly Avril

the technical aspects of the combination software application our collaboration with campaign screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can really see the answers coming in thick and fast 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 do not hesitate to vote okay appear like well basically everyone has voted so if you wish to utilize 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 fine yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s really terrific to see yeah and a bit of an interest going on so some people are simply seeking to know more and yeah someone looking to connect so yeah that’s truly informative which truly assists us make certain we kind of tailor this to the right 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 connector is called we ought to take a few minutes to inform 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 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 handle your consumer data send email campaigns and determine the outcomes instantly syncing your information between these two effective apps implies that you’re always dealing with the current and most precise information nor from within your Salesforce organization excellent thanks boss therefore just sailor to go into a little bit more information 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 Beverly Avril

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we survive 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 add in your question thank you and so one thing we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration set up just yet this is an excellent introduction of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already 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 include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting started 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 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 remain in your inbox so you can return and see this in your Campaign Monitor Beverly Avril

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional business group and unlimited our combination works at all but the vital addition it’s likewise where self was classic and the more recent 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 demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send email marketing projects in just a few minutes there are also lots of other advantages to keeping your data 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll also offer a few tips on how to check safely and finally how to get in touch with the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly keen to sync our information then send our an email project 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 but if you have different approvals from me you may just 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting frequently or working throughout multiple browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Beverly Avril