Campaign Monitor Dynamics Crm Integration 2022

Lets talk Campaign Monitor Dynamics Crm Integration…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Dynamics Crm Integration

the technical elements of the combination software application our partnership with campaign displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns terrific thanks Ross and state a few more individuals have actually just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have so many individuals on the webinar can actually see the responses can be found in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well pretty much everyone has 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 appear like okay yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s truly fantastic 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 truly insightful which actually assists us ensure we kind 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 ought to take a couple of moments to tell 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send out e-mail campaigns and determine the outcomes automatically syncing your information in between these two powerful apps indicates that you’re always working with the latest and most precise information nor from within your Salesforce company great thanks boss therefore simply sailor to go into a bit more information 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 Dynamics Crm Integration

you understand lasts about 15 minutes we’re likewise 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 addressing some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up right now this is a terrific overview of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the third just 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 leading and tail it and get it all figured out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Dynamics Crm Integration

 

own time and make certain you’ve got all the knowings and before we begin the demo just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our essential expert business group and endless our integration operates at all but the important addition it’s likewise where self was traditional and the newer lightening 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 using these in today’s demo hi and welcome to our QuickStart guide to utilizing 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 demonstration our goal will be to send an email campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up 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 an extensive demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing projects in simply a couple of minutes there are also many other benefits to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise supply a few suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just have the ability to see campaign monitor if your access varies 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 most of our setup an email 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 through campaign monitor comm however without the additional steps of visiting regularly or working across multiple internet browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Dynamics Crm Integration