Campaign Monitor Dan Martell 2022

Lets talk Campaign Monitor Dan Martell…Hi everyone 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 may not know entirely about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Dan Martell

the technical elements of the integration software application our partnership with project displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more individuals have actually simply shown up so yeah you’re just just in time we’re just 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 have actually shared a few information about ourselves we ‘d enjoy to know a bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the answers being available in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well practically everybody has actually voted so if you want 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 outcomes appear like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the adapter so that’s actually excellent to see yeah and a bit of an interest going on so some people are just aiming to understand more and yeah someone aiming to connect so yeah that’s actually informative and that really helps us make certain we sort 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 utilizing cm4 SF the adapter is called we need to take a few moments to tell 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 number one e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and determine the outcomes instantly syncing your data between these 2 powerful apps suggests that you’re constantly dealing with the latest and most precise data nor from within your Salesforce organization excellent thanks employer and so simply sailor to enter into a little 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 Dan Martell

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 actually got 2 slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a question 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 demo is the preliminary admin and the actual installation setup with the integration that said we do ever assist page that covers this preliminary action 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 a terrific summary of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already 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 demonstration please do include your concerns 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 which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t 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 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 Dan Martell

 

own time and ensure you have actually got all the learnings and prior to we start the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our important professional business group and endless our integration operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing projects in just a few minutes there are also many other benefits to keeping your data constant in between your serum and email 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 using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also supply a couple of suggestions on how to check securely and finally how to call 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 connected to campaign monitor we’re truly keen to sync our data then send our an email 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 just 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 e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the extra steps of visiting often or working across numerous 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 Dan Martell