Campaign Monitor Developer 2022

Lets talk Campaign Monitor Developer…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Developer

the technical aspects of the integration software application our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and say a few more individuals have just gotten here 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 couple of minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of people on the webinar can really see the answers coming in thick and fast we’re getting a bit of a pattern 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 everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like fine yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the connector so that’s actually excellent to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah someone wanting to connect so yeah that’s actually informative and that really 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 utilizing cm4 SF the adapter is called we should take a couple of minutes 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 e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send email campaigns and determine the outcomes immediately syncing your information in between these 2 powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization excellent thanks manager and so just sailor to enter into a 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 Developer

you understand lasts about 15 minutes we’re also going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions 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 concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demo is the initial admin and the actual installation 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 simply a minute even if you don’t have actually the combination set up just yet this is an excellent introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the getting going 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 just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re taping 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 have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Developer

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration similar to to say 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 business group and unrestricted our integration operates at all but the essential addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be using 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 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 just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in just a few minutes there are likewise 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 create customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and define receivers and send out an email project and view results we’ll likewise provide a few tips on how to check securely and finally how to get in touch with the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an email 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 simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able to see campaign monitor if your gain access to varies 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 e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the extra actions of logging in frequently or working across multiple web browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Developer