Campaign Monitor Certification 2022

Lets talk Campaign Monitor Certification…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Certification

the technical elements of the combination software our collaboration with project displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more participants have just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous people on the webinar can truly see the responses can be found in thick and fast we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well basically everyone 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 moments time and see what those outcomes appear like okay yeah I think that’s pretty much everyone has 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 truly great to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody wanting to link so yeah that’s really informative and that truly 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 ought to take a couple of minutes to inform 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 top email marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email campaigns and measure the outcomes instantly syncing your data between these two powerful apps suggests that you’re always working with the latest and most precise data nor from within your Salesforce organization great thanks boss and so simply 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 Certification

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered 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 find 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 actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demonstration is the real installation and the preliminary 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 set up just yet this is a fantastic summary of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to improve 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 questions later but 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 to the demonstration now which has been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping 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 remain in your inbox so you can come back and watch this in your Campaign Monitor Certification

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our necessary expert enterprise group and unrestricted our combination works at all but the necessary addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a couple of pointers on how to check safely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually 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 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 various permissions from me you may 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 consents the campaign monitor lightning app is where we’ll be doing most 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 precisely the like if you logged into the account straight by means of campaign monitor comm however without the extra actions of logging in often or working across multiple browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Certification