Campaign Monitor Converse 2022

Lets talk Campaign Monitor Converse…Hi everyone and thank you a lot for joining us today on learn 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 entirely about campaign well until all Beaufort 12 we similar to 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 consumer experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Converse

the technical elements of the combination software our collaboration with project 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 questions terrific thanks Ross and say a few more participants have actually just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have numerous individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a little 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 all right looks like well practically 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 few moments time and see what those results look like all right yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the connector so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to understand more and yeah someone wanting to link so yeah that’s really insightful and that truly helps us ensure we kind of tailor this to the best 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 must take a few moments to tell you a little 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 primary email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email projects and determine the results automatically syncing your information between these two effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce company terrific thanks employer and so simply 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 Converse

you know lasts about 15 minutes we’re likewise going to offer 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 start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the actual installation and the preliminary admin 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 don’t have actually the combination installed right now this is an excellent summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration 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 which’s the starting 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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-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 more once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Converse

 

own time and make sure you have actually got all the knowings and prior to we begin the demonstration just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our important expert business group and limitless our combination operates at all but the necessary addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 email project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and ready to send email marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your data consistent in 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send out an email project and view results we’ll also supply a few ideas on how to test safely 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 connected to campaign monitor we’re really eager to sync our data then send our an email 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 merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents 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 precisely the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working across numerous internet browser tabs let’s move on 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 Converse