Campaign Monitor Email Client Testing 2022

Lets talk Campaign Monitor Email Client Testing…Hi everyone and thank you so much for joining us today on discover how to utilize 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 up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Email Client Testing

the technical aspects of the combination software our collaboration with project monitors is over 10 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 presentation today and answering your concerns fantastic thanks Ross and say a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you people 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 people out there are existing customers 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 things so Wow it’s great to have many individuals on the webinar can really see the answers coming in thick and fast 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 everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s basically everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s truly great to see yeah and a little bit of an interest going on so some individuals are just aiming to know more and yeah somebody aiming to link so yeah that’s actually informative which truly helps us ensure we kind 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 utilizing cm4 SF the port is called we should take a couple of minutes to tell you a little 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 top e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail projects and measure the outcomes instantly syncing your data in between these two effective apps suggests that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company terrific thanks boss and so simply sailor to enter into a little 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 Client Testing

you know lasts about 15 minutes we’re also going to offer you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering 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 concerns and we’ve in fact got 2 slides worth of those so you may find 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 in fact look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a fantastic summary of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on however 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 demonstration now which has been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t worry 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 more once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Email Client Testing

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely know our vital expert business group and unlimited our combination works at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your company app syncing and ready to send out e-mail marketing projects in simply a couple of minutes there are likewise many other advantages to keeping your data consistent 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise provide a few suggestions on how to test safely and lastly how to contact the Beaufort 12 assistance team must you have any concerns 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 keen to sync our data then send our an e-mail project 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may only be able to see campaign monitor if your gain access to 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 email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional actions of visiting often or working across several internet browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Client Testing