Campaign Monitor Bulletproof Backgrounds 2022

Lets talk Campaign Monitor Bulletproof Backgrounds…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Bulletproof Backgrounds

the technical elements of the integration software application our partnership with project screens is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions great thanks Ross and say a few more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to understand a little bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the answers can be found in thick and quick we’re getting a bit of a pattern however 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 appear like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like alright yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are just looking to know more and yeah somebody seeking to connect so yeah that’s truly informative and that really assists us ensure 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 port is called we need to take a few minutes to inform 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 largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email campaigns and determine the outcomes instantly syncing your data between these 2 powerful apps means that you’re constantly working with the most recent and most precise information nor from within your Salesforce company excellent thanks boss and so simply sailor to go 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 Bulletproof Backgrounds

you know lasts about 15 minutes we’re also going to provide you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you may discover that your concern will be covered in that Q&A session however 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 really look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the actual setup and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have the combination set up right now this is an excellent overview of essential 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 discover some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that springs 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 over to the demo now which has been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t worry we’re recording 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 be in your inbox so you can return and enjoy this in your Campaign Monitor Bulletproof Backgrounds

 

own time and make certain you have actually got all the learnings and before we start the demo similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our necessary expert enterprise group and endless our integration operates 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 acquainted 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 utilizing campaign monitor for Salesforce this adapter 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 objective will be to send out an email campaign with campaign monitor using existing subscriber 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 actions to sync your data and send an e-mail campaign 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 prepared to send e-mail marketing campaigns in simply a few minutes there are likewise lots of other benefits to keeping your data constant in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll also supply a couple of tips on how to test securely and lastly how to call the Beaufort 12 assistance team need 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 actually keen to sync our data then send our an email campaign using 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 simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you may 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 upgrade your consents 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the extra steps of logging in often or working across numerous web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Bulletproof Backgrounds