Campaign Monitor Documentation 2022

Lets talk Campaign Monitor Documentation…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Documentation

the technical aspects of the combination software our collaboration with project screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and state a few more participants have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering 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 understand a bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have numerous people on the webinar can truly see the answers being available in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well pretty much everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like all right yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s actually terrific to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah somebody aiming to connect so yeah that’s truly informative which really helps us make certain we sort of tailor this to the best 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 must take a few minutes to inform you a 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 e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send e-mail campaigns and determine the results instantly syncing your information between these 2 powerful apps implies that you’re always dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks manager and so just 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 Documentation

you understand lasts about 15 minutes we’re also going to supply you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you might discover that your concern will be covered because Q&A session however 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 add in your concern thank you and so something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed just yet this is a fantastic overview of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions 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 getting started 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 simply on the third simply on the 15 minutes so and if you do miss any of the action don’t fret we’re tape-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 have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Documentation

 

own time and make certain 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 concern quite a bit and the additions of Salesforce are readily available as you will probably understand our important professional enterprise group and unlimited our integration operates at all but the important addition it’s also where self was timeless 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 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our objective will be to send an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send email marketing campaigns in just a few 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 develop a subscriber 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 information synced for a specific time create an e-mail project in campaign monitor and define receivers and send out an email project and view results we’ll likewise offer a couple of ideas on how to check securely and finally how to call the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an email campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only be able to see campaign monitor if your gain access to differs 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 e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the additional steps of logging in regularly or working across several internet browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Documentation