Campaign Monitor Birthday Email 2022

Lets talk Campaign Monitor Birthday Email…Hi everyone and thank you so much for joining us today on find out how to utilize 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 until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Birthday Email

the technical elements of the integration software our partnership with campaign displays is over 10 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 presentation today and addressing your concerns fantastic thanks Ross and say a few more participants have just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a little bit about you guys are a quick survey so I’m just going to release 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 things so Wow it’s fantastic to have many individuals on the webinar can truly see the answers coming in thick and fast we’re getting a little a trend 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 appear like well basically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s basically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s truly fantastic to see yeah and a bit of a curiosity going on so some people are just seeking to understand more and yeah somebody seeking to connect so yeah that’s actually insightful and that truly assists us make certain we sort of tailor this to the best 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 must take a couple of minutes to tell you a 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 primary email marketing at for Salesforce mostly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and measure the results instantly syncing your data between these two powerful apps indicates that you’re constantly working with the latest and most accurate information nor from within your Salesforce company excellent thanks employer therefore just sailor to go 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 Birthday Email

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin 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 two slides worth of those so you might find that your concern will be covered in that Q&A session however so as we get through 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 and so one thing we won’t be covering in today’s demo is the real setup and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up just yet this is a great overview of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier and that’s the beginning 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re taping 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 be in your inbox so you can come back and see this in your Campaign Monitor Birthday Email

 

own time and make certain you’ve got all the knowings and prior to we begin the demo much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our essential professional enterprise group and unrestricted our integration operates at all but the vital addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of 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 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 effective it can be in this demo our objective will be to send an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing projects in simply a few minutes there are likewise lots of other advantages to keeping your information consistent 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also supply a few tips on how to check safely and finally how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we’re 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 however if you have different approvals 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 straight by means of campaign monitor comm but without the additional actions of logging in frequently or working across multiple browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Birthday Email