Campaign Monitor Edm 2022

Lets talk Campaign Monitor Edm…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Edm

the technical aspects of the combination software application our collaboration with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and state a few more individuals have simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a bit about you men are a quick poll so I’m just going to launch that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many individuals on the webinar can really see the answers being available in thick and quickly we’re getting a little a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well pretty much everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like okay yeah I believe that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are just wanting to know more and yeah somebody looking to connect so yeah that’s actually insightful which really helps us ensure 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 using cm4 SF the port is called we need to take a couple of moments to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email projects and measure the results immediately syncing your data between these two effective apps suggests that you’re always dealing with the current and most precise information nor from within your Salesforce company terrific 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Edm

you know lasts about 15 minutes we’re also going to offer you a summary of how to get going 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 in when you signed up 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 because Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that said 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 don’t have the combination installed right now this is a fantastic overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on but 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 demo now which has been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Edm

 

own time and make certain you have actually got all the learnings and prior to we kick off the demo similar to to state a couple of 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 vital expert business group and unrestricted our combination works at all but the necessary addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration 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 reveal you how simple it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demo of everything that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also lots of other advantages to keeping your information constant in 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise provide a couple of ideas on how to check securely and lastly how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly eager to sync our data then send our an email project using campaign monitor to get you orientated we remain 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 permissions from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your consents 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 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 steps of visiting often or working throughout multiple web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Edm