Campaign Monitor Collect Consent Existing Gdpr 2022

Lets talk Campaign Monitor Collect Consent Existing Gdpr…Hi everybody and thank you a lot 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 might not know entirely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Collect Consent Existing Gdpr

the technical aspects of the integration 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 anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a few more participants have just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of individuals on the webinar can truly see the responses coming in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well pretty much everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like okay yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s really excellent to see yeah and a little bit of an interest going on so some individuals are just seeking to understand more and yeah somebody aiming to connect so yeah that’s really insightful and that truly assists us make certain we sort 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 should take a couple of minutes to tell you a little bit more about what it is I believe 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 comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out email projects and determine the results instantly syncing your information in between these 2 powerful apps means that you’re always dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks boss and so just sailor to go 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 Collect Consent Existing Gdpr

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the combination installed right now this is a great overview of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd just 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 return and see this in your Campaign Monitor Collect Consent Existing Gdpr

 

own time and make certain you have actually got all the learnings and prior to we start the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert enterprise group and endless our combination works at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing customer data 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 steps to sync your data and send an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your business app syncing and ready to send email marketing projects in just a couple of minutes there are likewise many other advantages to keeping your data constant in 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send out an email campaign and view results we’ll also supply a couple of suggestions on how to check safely and finally how to contact the Beaufort 12 assistance team need to you have any questions 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 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building 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 by means of campaign monitor comm but without the additional steps of visiting frequently or working throughout multiple web browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Collect Consent Existing Gdpr