Campaign Monitor Code Bloat 2022

Lets talk Campaign Monitor Code Bloat…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Code Bloat

the technical elements of the combination software our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and state a few more individuals have just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have so many people on the webinar can really see the responses being available in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s truly fantastic to see yeah and a bit of a curiosity going on so some people are simply wanting to know more and yeah somebody aiming to connect so yeah that’s actually informative which really assists us make certain we type of tailor this to the right 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 port is called we should 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 number one email marketing at for Salesforce mostly due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the results instantly syncing your information between these two powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization excellent thanks employer therefore just sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Campaign Monitor Code Bloat

you know lasts about 15 minutes we’re likewise going to supply you a summary 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 in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may find 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 really 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 demonstration is the initial admin and the actual installation setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed just yet this is an excellent summary of key functions and finest 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 some of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t 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 add your concerns 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 starting 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 just on the third simply on the 15 minutes so and if you do miss any of the action don’t worry 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 remain in your inbox so you can come back and watch this in your Campaign Monitor Code Bloat

 

own time and make sure you have actually got all the learnings and prior to we begin the demo much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary professional business group and limitless our integration works at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns 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 connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your service app syncing and prepared to send email marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your data constant between your serum and e-mail 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 develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also provide a few pointers on how to test safely and finally how to call the Beaufort 12 support group ought to 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 actually eager to sync our data then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin however if you have different authorizations 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 update 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 log in and use campaign monitor without leaving Salesforce is exactly the same as 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 numerous browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Code Bloat