Campaign Monitor Email Buil 2022

Lets talk Campaign Monitor Email Buil…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along 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 similar to to take a minute to introduce ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Email Buil

the technical elements of the combination software application our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering 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 people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little bit of a trend however 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 pretty much everyone has actually 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 pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s actually excellent to see yeah and a bit of an interest going on so some people are just looking to understand more and yeah somebody wanting to link so yeah that’s truly insightful and that actually helps us ensure we sort 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 using cm4 SF the connector is called we should take a couple of minutes to tell 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email projects and measure the results automatically syncing your information between these two effective apps suggests that you’re always dealing with the most recent and most precise data nor from within your Salesforce organization terrific thanks employer and so 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 Buil

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns 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 2 slides worth of those so you may discover that your question 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 add in your question thank you and so something we won’t be covering in today’s demo is the initial admin and the real installation setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination installed just yet this is a great introduction of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret we’re taping 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 two once we have actually done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Email Buil

 

own time and ensure you have actually got all the learnings and prior to we begin the demo just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary professional enterprise group and limitless our combination works at all but the important addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most 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 top e-mail marketing app for Salesforce it’s my pleasure to show 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 using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing projects in just a few minutes there are likewise many other advantages to keeping your information constant in between your serum and e-mail marketing platform not the least of which is conserving 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll also offer a couple of tips on how to check securely and lastly how to contact the Beaufort 12 support team 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 information 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your permissions 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra steps of logging in frequently or working throughout several browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Buil