Campaign Monitor Calibre Offerings 2022

Lets talk Campaign Monitor Calibre Offerings…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor customer experience team 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 support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Calibre Offerings

the technical elements of the combination software our partnership with project monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns great thanks Ross and say a few more individuals have 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 moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to know a little bit about you guys are a fast survey so I’m simply going to release 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 discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have numerous individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little a pattern 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 alright appear like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like okay yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah somebody wanting to connect so yeah that’s really informative and that really helps us make sure we sort of tailor this to the ideal 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 ought to take a few minutes to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out e-mail projects and measure the results instantly syncing your information between these two effective apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce company excellent thanks employer and so simply sailor to go into a 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 Calibre Offerings

you know lasts about 15 minutes we’re likewise going to offer you an overview 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 addressing some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find that your question will be covered because Q&A session but 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 include your concern thank you therefore something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed just yet this is an excellent summary of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later but 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 to the demonstration now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not 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 remain in your inbox so you can come back and watch this in your Campaign Monitor Calibre Offerings

 

own time and make sure you have actually got all the knowings and before we begin the demo just like to state 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 understand our necessary expert enterprise group and limitless our combination operates at all but the important addition it’s likewise where self was timeless and the more recent lightening 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 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 email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing campaigns in just a few minutes there are likewise numerous other benefits to keeping your information consistent in between your serum and email 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 using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise offer a couple of pointers on how to evaluate safely and finally how to contact the Beaufort 12 support team must 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 really eager to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only 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 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the additional actions of visiting often or working across several internet browser tabs let’s move 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 Calibre Offerings