Campaign Monitor Contacts 2022

Lets talk Campaign Monitor Contacts…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Contacts

the technical aspects of the combination software our partnership with project screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and say a couple of more individuals have simply arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to know a little 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 clients versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have numerous individuals on the webinar can really see the responses coming in thick and quick we’re getting a little bit of a pattern 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 fine appear like well pretty much everybody has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like all right yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah someone looking to link so yeah that’s actually insightful and that truly assists 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 utilizing cm4 SF the connector is called we need to take a few moments to tell 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail projects and measure the outcomes automatically syncing your information in between these 2 powerful apps means that you’re always dealing with the current and most precise information nor from within your Salesforce company excellent thanks manager therefore simply sailor to go into a 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 Contacts

you know lasts about 15 minutes we’re also going to offer you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 might find that your question will be covered because 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 include your concern thank you and so one thing we will not be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have actually the combination set up just yet this is a terrific introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the ways 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 won’t be covering some concerns later on but 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 to the demonstration now which has been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various elements 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 out on any of the action do not stress 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’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Contacts

 

own time and make sure you have actually got all the learnings and before we begin the demonstration similar to to state 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 probably know our essential expert business group and unrestricted our combination operates at all but the vital addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with 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 out an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise numerous other benefits to keeping your data consistent 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also provide a couple of suggestions on how to test securely and finally how to contact the Beaufort 12 assistance group ought to 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 keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various authorizations 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure 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 actions of visiting frequently or working across several internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Contacts