Campaign Monitor Compliance 2022

Lets talk Campaign Monitor Compliance…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Compliance

the technical elements of the integration software application our collaboration with campaign 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 eagerly anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and state a couple of more individuals have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a bit about you guys are a fast poll so I’m just going to introduce 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 learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have a lot of individuals on the webinar can actually see the responses can be found in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well basically everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just looking to know more and yeah someone seeking to link so yeah that’s truly insightful and that actually assists us make sure we sort of tailor this to the ideal 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 moments to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and measure the outcomes immediately syncing your information between these two effective apps indicates that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company excellent thanks manager and so just 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 Compliance

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to start 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 signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have 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 and so something we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the integration set up just yet this is a fantastic summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said 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 do not worry we’re taping this webinar so we’ll the top 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 view this in your Campaign Monitor Compliance

 

own time and make sure you’ve got all the learnings and before we start the demo much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our important professional enterprise group and unrestricted our combination works at all but the necessary addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our objective will be to send out an email project 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 information and send an e-mail project well this isn’t a thorough demo of everything that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in simply a few minutes there are also lots of other benefits to keeping your information constant in 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 create 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 create an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also provide a few ideas on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really eager to sync our data then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might just 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting frequently or working throughout several browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Compliance