Campaign Monitor Cc 2022

Lets talk Campaign Monitor Cc…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Cc

the technical aspects of the combination 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 answering your questions great thanks Ross and state a couple of more individuals have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a little bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can truly see the answers coming in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well practically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like okay yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s truly terrific to see yeah and a little bit of a curiosity going on so some people are simply seeking to understand more and yeah someone seeking to connect so yeah that’s actually insightful and that actually assists us make certain 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 utilizing cm4 SF the port is called we need to take a couple of minutes to tell you a 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 e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and measure the outcomes instantly syncing your information between these two powerful apps indicates that you’re always working with the current and most precise information nor from within your Salesforce organization fantastic thanks employer and so just sailor to go into a little 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 Cc

you understand lasts about 15 minutes we’re also going to supply you an overview 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 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 two slides worth of those so you may find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up just yet this is a terrific summary of essential functions and finest 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 enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different 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 any of the action don’t worry we’re tape-recording this webinar so we’ll the top 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 watch this in your Campaign Monitor Cc

 

own time and ensure you have actually got all the knowings and before we begin the demo just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary professional business group and limitless our combination operates at all but the necessary addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in just a few minutes there are also many other benefits to keeping your information consistent in 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 subscriber 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 specific time develop an email campaign in campaign monitor and specify recipients and send an email project and view results we’ll likewise supply a couple of pointers on how to check safely and lastly how to call the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might only be able to see campaign monitor if your gain access to differs 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the extra steps of visiting frequently or working throughout several browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Cc