Campaign Monitor Campaign Monitor Pty Sydney 2022

Lets talk Campaign Monitor Campaign Monitor Pty Sydney…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 everybody that’s joining us might not know totally about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Campaign Monitor Pty Sydney

the technical aspects of the combination software our partnership 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 looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still discovering and looking and about 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 a lot of individuals on the webinar can truly see the responses being available 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 looks like well basically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already utilizing the connector so that’s actually excellent to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah somebody looking to connect so yeah that’s truly insightful which really assists us make certain we type of tailor this to the right 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 few moments to tell you a 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 number one email marketing at for Salesforce largely due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email campaigns and measure the results immediately syncing your information between these 2 effective apps implies that you’re constantly dealing with the current and most accurate data nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re also going to provide you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you might discover 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 actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed right now this is a great overview of key 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 learn more about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry 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’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Campaign Monitor Pty Sydney

 

own time and ensure you have actually got all the learnings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our necessary professional enterprise group and unlimited our integration works at all but the vital addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information 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 data and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing campaigns in simply a few minutes there are also lots of other advantages to keeping your information consistent 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and define receivers and send an email campaign and view results we’ll also offer a few pointers on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our information then send our an e-mail campaign using 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 but if you have different approvals 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 e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the extra steps of logging in regularly or working throughout multiple internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Campaign Monitor Pty Sydney