Campaign Monitor Data Template For Marketing Automation 2022

Lets talk Campaign Monitor Data Template For Marketing Automation…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Data Template For Marketing Automation

the technical aspects of the combination software application our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions great thanks Ross and say a few more individuals have actually simply arrived so yeah you’re simply just in 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’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you guys are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of people on the webinar can truly see the responses coming in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well basically everyone 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 outcomes appear like fine yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the results so what a lot of you are already using the adapter so that’s actually excellent to see yeah and a bit of an interest going on so some people are simply wanting to understand more and yeah someone seeking to link so yeah that’s really informative and that actually helps us make sure we type of tailor this to the right 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 should 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 e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email projects and measure the results automatically syncing your information between these two effective apps suggests that you’re always dealing with the most recent and most accurate data nor from within your Salesforce company terrific thanks manager therefore 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 Data Template For Marketing Automation

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we survive 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 add in your question thank you therefore one thing we won’t be covering in today’s demo is the real setup and the initial admin setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have the combination set up right now this is an excellent summary of essential features 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 discover some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that occurs 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 demonstration now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various 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 out on any of the action don’t worry we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Data Template For Marketing Automation

 

own time and make certain you’ve got all the knowings and prior to we begin the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary expert enterprise group and limitless our combination works at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using 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 objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer data 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 steps to sync your information and send an email campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your service app syncing and prepared to send e-mail marketing projects in simply a few minutes there are also lots of other advantages to keeping your information 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 produce a subscriber 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 specific time create an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also supply a couple of pointers on how to test securely and finally how to call the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our information then send our an e-mail project utilizing 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you might just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the additional steps of visiting frequently or working throughout numerous internet 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 Data Template For Marketing Automation