Campaign Monitor Campaign Monitor Pt D Sydney Hacking 2022

Lets talk Campaign Monitor Campaign Monitor Pt D Sydney Hacking…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Campaign Monitor Pt D Sydney Hacking

the technical elements of the integration software our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and state a few more individuals have just arrived so yeah you’re just 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 minutes 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 quick poll so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many individuals on the webinar can truly see the responses coming in thick and quick we’re getting a little a trend 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 basically 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 few minutes time and see what those outcomes look like all right yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah someone aiming to connect so yeah that’s really insightful which actually helps us ensure we type of tailor this to the ideal 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 adapter is called we should take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this 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 comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and determine the results immediately syncing your data in between these 2 powerful apps implies that you’re always working with the latest and most precise data nor from within your Salesforce company great thanks manager therefore just 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 Campaign Monitor Pt D Sydney Hacking

you know lasts about 15 minutes we’re likewise going to provide you an introduction 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 concerns 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 in fact got 2 slides worth of those so you may discover that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do really 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 demonstration is the actual installation and the preliminary admin setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t 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 demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier and that’s the beginning 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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Campaign Monitor Pt D Sydney Hacking

 

own time and ensure you have actually got all the learnings and before we kick off the demonstration similar to 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 most likely understand our necessary expert business group and unrestricted our combination operates at all but the vital addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing projects in just a couple of minutes there are also numerous other advantages to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send out an email project and view results we’ll also supply a few suggestions on how to check safely and finally how to get in touch with the Beaufort 12 support group should 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 really eager to sync our data then send our an e-mail project 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 however if you have different approvals from me you may only have the ability to see campaign monitor if your access 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra actions of logging in frequently or working across numerous web browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Campaign Monitor Pt D Sydney Hacking