Campaign Monitor Creates Automations 2022

Lets talk Campaign Monitor Creates Automations…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch 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 manage Campaign Monitor Creates Automations

the technical aspects of the integration software our partnership with campaign monitors is over 10 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 terrific thanks Ross and say a few more participants have actually just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still discovering and looking 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 people on the webinar can really see the responses can be found in thick and quick we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright appear like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like okay yeah I think that’s basically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the port so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are simply looking to know more and yeah someone wanting to connect so yeah that’s really informative and that really helps us make sure we type of tailor this to the best 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 need to take a couple of minutes to inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email projects and determine the results immediately syncing your information between these 2 powerful apps suggests that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization excellent thanks boss and so 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 Creates Automations

you understand lasts about 15 minutes we’re also going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we get through 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 something we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed right now this is a terrific introduction of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods 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 won’t 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated 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 don’t worry we’re recording 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 be in your inbox so you can come back and see this in your Campaign Monitor Creates Automations

 

own time and ensure you have actually got all the knowings and prior to we kick off the demonstration just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our necessary expert business group and endless our integration operates at all but the essential addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send out email marketing projects in just a couple of minutes there are likewise numerous other benefits to keeping your information consistent 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise provide a couple of pointers on how to check securely and finally how to call the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really keen to sync our information then send our an e-mail 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 just called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail 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 through campaign monitor comm however without the additional actions of logging in often or working across numerous internet browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Creates Automations