Campaign Monitor Coding 2022

Lets talk Campaign Monitor Coding…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Coding

the technical aspects of the combination software our collaboration with project monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent thanks Ross and state a few more individuals have actually just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of people on the webinar can truly see the answers being available in thick and quick we’re getting a little 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 alright looks like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like fine yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to know more and yeah somebody looking to link so yeah that’s really insightful which really assists us ensure we kind 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 connector is called we need to take a couple of 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 primary e-mail marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email campaigns and determine the results automatically syncing your information between these 2 powerful apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce organization excellent thanks employer 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 demo which is

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

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 actually got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we make it 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 and so one thing we will not be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that stated 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 don’t have actually the combination set up right now this is a terrific overview of crucial features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-recording 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 two once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Coding

 

own time and ensure you’ve got all the knowings and before we begin the demo similar to to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our necessary expert business group and endless our combination works at all but the essential 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 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send an email 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 installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t an extensive demo of everything that you can do it will show you how you can get your organization app syncing and all set to send out email marketing projects in simply a few minutes there are likewise many other benefits to keeping your data constant between your serum and email marketing platform not the least of which is saving 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 using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also offer a few ideas on how to evaluate safely and lastly how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really eager to sync our data 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 simply called campaign monitor I’m seeing this as an admin but if you have different authorizations 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 building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in often or working throughout several internet browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Coding