Campaign Monitor Desktop Only Elements 2022

Lets talk Campaign Monitor Desktop Only Elements…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Desktop Only Elements

the technical aspects of the combination software our collaboration with project displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and state a couple of more participants have simply arrived 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 moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have a lot of people on the webinar can truly see the answers coming in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well basically everyone has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s truly great to see yeah and a bit of an interest going on so some people are just looking to know more and yeah someone aiming to link so yeah that’s actually informative and that actually assists us make sure we kind 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 using 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 better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out email projects and determine the outcomes instantly syncing your information between these two powerful apps indicates that you’re constantly working with the most recent and most precise information nor from within your Salesforce company terrific thanks boss and so simply sailor to go 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 Desktop Only Elements

you understand lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 questions and we’ve really got 2 slides worth of those so you might find that your question will be covered in that Q&A session but so as we make it through 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 include your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed just yet this is a terrific overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs 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 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 components 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 any of the action don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Desktop Only Elements

 

own time and make sure you have actually got all the knowings and prior to we begin the demo similar to to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our essential expert enterprise group and endless our combination operates at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing projects in simply a couple of minutes there are also numerous other advantages to keeping your data consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a couple of ideas on how to test safely and finally how to call the Beaufort 12 assistance group should you have any concerns 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 actually eager to sync our data then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different permissions 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting regularly or working across numerous browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Desktop Only Elements