Campaign Monitor Confirm Subscription 2022

Lets talk Campaign Monitor Confirm Subscription…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Confirm Subscription

the technical elements of the combination software our partnership with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and say a few more individuals have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to know a bit about you men are a quick 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 clients versus those who are still learning 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 individuals on the webinar can truly see the responses can be found in thick and fast 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 fine looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like all right yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the adapter so that’s truly terrific to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s really informative which actually helps us ensure we type of tailor this to the ideal audience err folks in today’s webinar we’re going 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 simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and measure the results automatically syncing your information in between these two powerful apps indicates that you’re constantly working with the latest and most accurate data nor from within your Salesforce company fantastic thanks boss and so simply sailor to go into a little bit more detail 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 Confirm Subscription

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually 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 survive 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 concern thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination installed right now this is an excellent summary of essential functions and best practice for connecting 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 enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later but 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 actually been recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t worry we’re recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Confirm Subscription

 

own time and make certain you’ve got all the learnings and prior to we start the demonstration just 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 probably understand our vital expert enterprise group and unlimited our integration operates at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from 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 an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send email marketing projects in just a few minutes there are likewise many other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized 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 out an email project and view results we’ll also supply a couple of pointers on how to test safely and lastly how to call the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may only be able 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 permissions 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 visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the extra actions of logging in often or working across several browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Confirm Subscription