Campaign Monitor Custom Final Welcome Email 2022

Lets talk Campaign Monitor Custom Final Welcome Email…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Custom Final Welcome Email

the technical elements of the integration software our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and say a few more individuals have actually just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to understand a little bit about you people 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 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 kind of things so Wow it’s excellent to have many individuals on the webinar can really see the answers can be found in thick and fast we’re getting a 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 okay looks like well practically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like okay yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are just seeking to understand more and yeah somebody wanting to connect so yeah that’s really informative which really assists us ensure 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 utilizing cm4 SF the connector is called we ought to take a couple of moments to tell you a little bit more about what it is I believe 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 thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and determine the results automatically syncing your information between these 2 powerful apps means that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks employer therefore just sailor to enter 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 Custom Final Welcome Email

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 in fact got 2 slides worth of those so you might find that your concern 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 question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said we do ever assist page that covers this initial action 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 an excellent introduction of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods 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 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 concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress 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 more once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Custom Final Welcome Email

 

own time and make certain you have actually got all the learnings and before we begin the demonstration much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our important expert enterprise group and limitless our combination works at all but the necessary addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter 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 effective it can be in this demo our goal will be to send 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 installed and linked to campaign monitor then take you through the actions 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 organization app syncing and ready to send email marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your information constant in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific 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 couple of ideas on how to check securely and lastly how to call the Beaufort 12 assistance group must you have any questions 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 eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain 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 may only 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm but without the additional steps of visiting often or working across multiple web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Custom Final Welcome Email