Campaign Monitor Clients Sending Themselves 2022

Lets talk Campaign Monitor Clients Sending Themselves…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Clients Sending Themselves

the technical elements of the integration software application our partnership with campaign displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and say 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 getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand 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 the number of of you guys out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have a lot of people on the webinar can really see the answers being available in thick and quickly 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 all right appear like well pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like okay yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some people are just looking to understand more and yeah somebody looking to connect so yeah that’s actually informative and that truly assists us ensure we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we need to take a few minutes to inform 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 top e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and measure the results immediately syncing your information between these 2 effective apps suggests that you’re always dealing with the latest and most precise data nor from within your Salesforce organization great thanks manager therefore simply sailor to go into a little 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 Clients Sending Themselves

you know lasts about 15 minutes we’re also going to supply you an introduction 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 answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we won’t be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination installed just yet this is a fantastic summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to simplify automate your email 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 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 over to the demo now which has actually been recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the leading and tail it and get it all sorted 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 come back and enjoy this in your Campaign Monitor Clients Sending Themselves

 

own time and make sure you’ve got all the learnings and prior to we start 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 available as you will probably understand our vital expert enterprise group and unrestricted our combination operates at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send 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 simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your service app syncing and ready to send e-mail marketing projects in just a few minutes there are likewise lots of other benefits to keeping your data constant 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 develop 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 information synced for a specific time create an email project in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise supply a couple of tips on how to test securely and lastly how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really eager to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just have the ability 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building 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 straight via campaign monitor comm but without the extra actions of logging in often or working throughout numerous internet browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Clients Sending Themselves