Campaign Monitor Declined 12 2022

Lets talk Campaign Monitor Declined 12…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Declined 12

the technical aspects of the integration software application our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a couple of 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 start entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a quick poll 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 consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many individuals on the webinar can truly see the answers coming in thick and fast 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 do not hesitate to vote fine appear like well basically everyone has voted so if you wish 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 all right yeah I believe that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the connector so that’s really excellent to see yeah and a bit of a curiosity going on so some individuals are simply looking to know more and yeah someone looking to link so yeah that’s really informative and that truly helps us make sure we sort of tailor this to the ideal 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 inform 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 largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email campaigns and determine the outcomes automatically syncing your data between these two powerful apps means that you’re always dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter into a little bit more information 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 Declined 12

you understand lasts about 15 minutes we’re also going to offer you an overview of how to get going 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 signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got two slides worth of those so you may discover that your question will be covered in that Q&A session but so as we survive 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 add in your question thank you therefore something we will not be covering in today’s demonstration is the initial admin and the real setup setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination set up just yet this is a great overview of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various elements 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 tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Declined 12

 

own time and make certain you have actually got all the knowings and prior to we start the demonstration similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our vital professional enterprise group and endless our combination operates at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed 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 demo of everything that you can do it will show you how you can get your business app syncing and all set to send out email marketing projects in simply a couple of minutes there are likewise many other benefits to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise supply a few tips on how to test safely and finally how to get in touch with the Beaufort 12 assistance team need to you have any questions 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 really eager to sync our information then send our an email 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 however if you have various permissions 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 email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the additional actions of logging in regularly or working across several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Declined 12