Campaign Monitor Design Inspiration 2022

Lets talk Campaign Monitor Design Inspiration…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Design Inspiration

the technical aspects of the integration software our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns great thanks Ross and state a few more participants have actually just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the moment for the moment now we have actually shared a few information 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 sort of things so Wow it’s great to have numerous individuals on the webinar can really see the responses being available in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well basically everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like all right yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s really great to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah somebody aiming to link so yeah that’s really insightful and that actually helps us make sure we type 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 adapter is called we should take a few moments 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 top email marketing at for Salesforce mostly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send email campaigns and measure the results immediately syncing your information between these 2 powerful apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company terrific thanks manager 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Design Inspiration

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you signed up so we’ll have those up on screen also 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 make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demo is the real setup and the preliminary admin setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a fantastic introduction of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action do not 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 2 once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Design Inspiration

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our important expert enterprise group and endless our integration operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing projects in just a couple of minutes there are also numerous other benefits to keeping your data consistent between your serum and email 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 develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise provide a few ideas on how to test securely and lastly how to get in touch with the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may only 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 approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm but without the additional actions of visiting frequently or working across numerous internet browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Design Inspiration