Campaign Monitor Dynamic Content 2022

Lets talk Campaign Monitor Dynamic Content…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Dynamic Content

the technical aspects of the integration software our collaboration with project monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more individuals have actually simply shown up so yeah you’re just 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 bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still learning 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 terrific to have numerous people on the webinar can actually see the responses being available in thick and quick 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 anonymous so please do do not hesitate to vote all right appear like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like fine yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah someone aiming to connect so yeah that’s actually insightful and that truly assists us make sure we type of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we should take a couple of minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and measure the outcomes instantly syncing your information in between these 2 effective apps implies that you’re always working with the current and most precise data nor from within your Salesforce organization terrific thanks manager therefore just sailor to go 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 Dynamic Content

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your question will be covered in that Q&A session however so as we get 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 will not be covering in today’s demo is the preliminary admin and the actual installation 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 right now this is a terrific introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not stress we’re taping 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 more once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Dynamic Content

 

own time and make sure you’ve got all the learnings and before we start the demo similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our vital professional business group and endless our combination operates at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing campaigns in simply a few minutes there are likewise lots of other advantages to keeping your information consistent between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise offer a few suggestions on how to check safely and lastly how to call the Beaufort 12 support group must you have any concerns 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 truly eager to sync our data then send our an e-mail campaign utilizing 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 however if you have different permissions from me you may just 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 upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 by means of campaign monitor comm however without the extra steps of logging in often or working across several web browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Dynamic Content