Campaign Monitor Confirmed Opt-in 2022

Lets talk Campaign Monitor Confirmed Opt-in…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective 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 email 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 manage Campaign Monitor Confirmed Opt-in

the technical elements of the combination software our partnership with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a couple of more participants have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many individuals on the webinar can really see the responses coming in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well basically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s basically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the connector so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah someone looking to link so yeah that’s actually insightful which actually assists us make certain 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 utilizing cm4 SF the adapter is called we ought to take a couple of moments to tell you a 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and measure the results instantly syncing your data between these two powerful apps suggests that you’re always dealing with the latest and most accurate information nor from within your Salesforce organization terrific thanks boss 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Confirmed Opt-in

you understand lasts about 15 minutes we’re likewise going to supply you an overview 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 concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your question will be covered in that Q&A session however 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 in fact 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 demo is the preliminary admin and the real installation setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed right now this is a fantastic overview of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 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 been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not stress we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Confirmed Opt-in

 

own time and ensure you have actually got all the knowings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely know our vital professional business group and unlimited our integration operates at all but the important addition it’s also where self was timeless and the more recent lightening user 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 demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information consistent in 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 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 particular time develop an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll also provide a couple of tips on how to evaluate securely and lastly how to contact the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our information then send our an email 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 simply 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 access differs 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 the majority of our setup an email structure 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 straight through campaign monitor comm however without the extra actions of logging in regularly or working across numerous browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Confirmed Opt-in