Campaign Monitor Coschedule 2022

Lets talk Campaign Monitor Coschedule…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Coschedule

the technical elements of the combination software our partnership with campaign displays 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 presentation today and answering your concerns excellent thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many people on the webinar can truly see the responses coming in thick and fast 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 confidential so please do do not hesitate to vote fine appear like well pretty much everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like alright yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s truly great to see yeah and a little bit of a curiosity going on so some individuals are just looking to understand more and yeah someone aiming to connect so yeah that’s actually insightful which truly helps us ensure we type of tailor this to the ideal 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 couple of moments to inform you a 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 email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send email projects and determine the outcomes automatically syncing your data in between these 2 effective apps implies that you’re constantly dealing with the current and most precise data nor from within your Salesforce company fantastic thanks boss 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 Coschedule

you know lasts about 15 minutes we’re also going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen as well 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 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 actually look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is a terrific overview of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions 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 add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects 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 figured out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Coschedule

 

own time and make sure you have actually got all the knowings and before we begin the demo just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our essential professional enterprise group and unrestricted our integration operates at all but the important addition it’s likewise where self was timeless and the newer 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 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 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 demo our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your company app syncing and ready to send email marketing campaigns in just a few minutes there are also lots of other advantages 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send out an e-mail project and view results we’ll likewise supply a couple of ideas on how to test safely and lastly how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really eager to sync our data then send our an email campaign utilizing 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 various approvals from me you may only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra steps of visiting often or working throughout several internet browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Coschedule