Campaign Monitor Campaign Activity 2022

Lets talk Campaign Monitor Campaign Activity…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Campaign Activity

the technical aspects of the integration software application our collaboration with campaign displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and say a few more individuals have simply shown up 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 moment for the moment now we have actually shared a few details about ourselves we ‘d like to know a bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have numerous people on the webinar can really see the answers coming in thick and quick we’re getting a 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 alright appear like well pretty much everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s really excellent to see yeah and a little bit of a curiosity going on so some individuals are simply looking to know more and yeah someone seeking to connect so yeah that’s truly informative and that actually helps us ensure we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the port is called we must take a couple of 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 easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out e-mail projects and measure the results immediately syncing your data between these 2 powerful apps indicates that you’re constantly working with the latest and most accurate data nor from within your Salesforce company great thanks manager therefore just sailor to enter into a bit more information 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 Campaign Activity

you know lasts about 15 minutes we’re also going to offer 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 start by responding to some questions that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really 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 actual installation and the initial admin setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed right now this is a great summary of key functions and finest 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 utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns 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 demo now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects 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 stress we’re tape-recording 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 2 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 Campaign Activity

 

own time and make sure you have actually got all the knowings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our important expert business group and unlimited our combination works at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with 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 out an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your company app syncing and ready to send email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise supply a couple of pointers on how to evaluate securely and lastly how to contact the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly keen to sync our data then send our an email campaign 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only have the ability to see campaign monitor if your access differs 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 e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm but without the extra steps of visiting frequently or working across several web browser tabs let’s carry 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 Campaign Activity