Campaign Monitor Callback 2022

Lets talk Campaign Monitor Callback…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Callback

the technical elements of the integration software our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to understand a bit about you men are a quick poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers 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 type of stuff so Wow it’s great to have numerous individuals on the webinar can really see the responses being available in thick and fast we’re getting a little bit of a pattern but 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 practically everybody has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like alright yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually terrific to see yeah and a bit of an interest going on so some people are simply aiming to understand more and yeah someone wanting to link so yeah that’s actually insightful which truly helps us make sure we type 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 adapter is called we need to take a couple of minutes to tell you a little bit more about what it is I think 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 mainly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail campaigns and measure the results instantly syncing your information in between these two powerful apps suggests that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce company great thanks manager and so simply sailor to go 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 Callback

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start 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 as well so so you can follow those concerns and we’ve really got two slides worth of those so you may discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demo is the actual setup and the initial admin setup with the integration 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 don’t have actually the combination installed right now this is an excellent summary of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to simplify 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 concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Callback

 

own time and make certain you have actually got all the knowings and prior to we begin the demo similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our important expert enterprise group and unlimited our combination works at all but the important addition it’s likewise where self was classic and the newer lightening user 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 using these in today’s demonstration 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 easy it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing campaigns in just a couple of minutes there are also lots of other benefits to keeping your information constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise offer a couple of suggestions on how to test safely and finally how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really 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 as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure 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 by means of campaign monitor comm however without the additional steps of logging in regularly or working throughout numerous web browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Callback