Campaign Monitor Content 2022

Lets talk Campaign Monitor Content…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Content

the technical aspects of the combination software our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions great thanks Ross and say a couple of more participants have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a little bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have many people on the webinar can actually see the responses coming in thick and quickly we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well pretty much everyone has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like fine yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s actually excellent to see yeah and a little bit of an interest going on so some people are simply aiming to understand more and yeah someone aiming to connect so yeah that’s truly 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 need to take a few 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out email projects and measure the outcomes immediately syncing your information between these 2 effective apps indicates that you’re always working with the most recent and most accurate information nor from within your Salesforce organization fantastic thanks employer therefore simply sailor to enter 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 Content

you know lasts about 15 minutes we’re also going to supply you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that 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 really look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed just yet this is an excellent summary of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third just 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Content

 

own time and ensure you have actually got all the knowings and prior to we begin the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our necessary professional enterprise group and unlimited our combination operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email marketing campaigns in just a few minutes there are also many other benefits to keeping your data constant between your serum and e-mail 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 utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise offer a few tips on how to check securely and lastly how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an email campaign 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may just have the ability 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 the majority of our setup an email building 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 directly by means of campaign monitor comm but without the additional actions of visiting regularly or working throughout several web browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Content