Campaign Monitor Drag And Drop 2022

Lets talk Campaign Monitor Drag And Drop…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy 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 uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Drag And Drop

the technical aspects of the combination software our partnership 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 eagerly anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and state a few more participants have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a little bit about you men are a fast survey so I’m just going to launch that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a little bit of 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 looks like well practically everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like okay yeah I think that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s really great to see yeah and a bit of an interest going on so some people are just wanting to know more and yeah someone looking to connect so yeah that’s truly informative and that truly assists us ensure we type of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we ought to take a couple of minutes to inform you a 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 largely due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send email campaigns and measure the results instantly syncing your data in between these 2 powerful apps means that you’re constantly working with the current and most precise information nor from within your Salesforce organization great thanks boss therefore simply sailor to enter into a bit more detail 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 Drag And Drop

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen as well 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 but so as we survive 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 demonstration is the actual setup and the initial admin setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have actually the combination installed just yet this is an excellent overview of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the getting started 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 third simply on the 15 minutes so and if you do miss out on any of the action don’t 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’ve done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Drag And Drop

 

own time and make sure you have actually got all the learnings and before we start the demo just like to say 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 probably understand our vital expert business group and unrestricted our integration works at all but the necessary 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 acquainted with the terms of leads contacts projects reports and list views we’ll be using 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 e-mail 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 email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send email marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your information consistent in 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 customer 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 create an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also offer a few tips on how to test safely and lastly how to contact the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you may only have the ability 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm however without the additional actions of logging in regularly or working throughout numerous internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Drag And Drop