Campaign Monitor Email Bu 2022

Lets talk Campaign Monitor Email Bu…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Email Bu

the technical aspects of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more individuals have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a little bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have many people on the webinar can truly see the answers being available in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well practically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like all right yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the port so that’s really fantastic to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody aiming to link so yeah that’s actually insightful which truly 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 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 much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out email projects and determine the outcomes immediately syncing your information in between these two effective apps suggests that you’re always dealing with the most recent and most precise data nor from within your Salesforce company excellent thanks boss therefore simply sailor to go 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 Email Bu

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with using 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 as well so so you can follow those questions and we’ve in fact got two slides worth of those so you may 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 got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the actual installation 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 just a minute even if you do not have the combination set up just yet this is an excellent summary of crucial functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover a few of the methods you can use 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 however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various 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 don’t worry 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 Email Bu

 

own time and make sure you’ve got all the knowings and prior to we begin the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our necessary professional business group and limitless our integration operates at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most 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 adapter by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a detailed demo 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 projects in just a couple of minutes there are also lots of other benefits to keeping your data 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 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 information synced for a specific time create an e-mail project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also provide a few tips on how to test securely and finally how to get in touch with the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really eager to sync our information then send our an e-mail project using 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 just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 exactly the like if you logged into the account straight through campaign monitor comm but without the extra steps of visiting frequently or working across several web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Email Bu