Campaign Monitor Customer Journey 2022

Lets talk Campaign Monitor Customer Journey…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Customer Journey

the technical aspects of the integration software our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and state a few more participants have actually simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to know a bit about you guys are a fast poll 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 clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have a lot of individuals on the webinar can really see the answers coming in thick and quick we’re getting a little 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 pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I think that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s actually great to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah somebody seeking to link so yeah that’s truly informative which truly helps us make sure we sort 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 using cm4 SF the connector is called we must take a couple of minutes 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 number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out email projects and measure the results automatically syncing your data between these two effective apps suggests that you’re always working with the most recent and most precise information nor from within your Salesforce organization great thanks boss and so just 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 Customer Journey

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 responding to some questions 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 really got two slides worth of those so you might find that your concern will be covered because 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 really look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination that stated 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 don’t have actually the integration installed just yet this is an excellent overview of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 been taped by Ross earlier and that’s the getting started 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 just 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 more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Customer Journey

 

own time and make sure you’ve got all the knowings and before we start the demo much 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 most likely know our essential professional business group and limitless our combination works at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also lots of other benefits to keeping your data 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop 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 specify recipients and send out an e-mail project and view results we’ll also provide a few pointers on how to test safely and finally how to contact the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might 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 consents 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of visiting often or working across several browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Customer Journey