Campaign Monitor Email Funnel 2022

Lets talk Campaign Monitor Email Funnel…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 everybody that’s joining us might not know completely about project well till all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Email Funnel

the technical elements of the integration software application our partnership with project screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous people on the webinar can truly see the answers 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 confidential so please do feel free to vote all right looks like well pretty much everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s really great to see yeah and a little bit of an interest going on so some individuals are simply aiming to know more and yeah somebody aiming to link so yeah that’s actually informative which truly helps us make certain 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 adapter is called we ought to take a couple of moments to inform you a little 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 top e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and measure the results automatically syncing your information in between these 2 effective apps suggests that you’re always working with the latest and most accurate information nor from within your Salesforce organization excellent thanks manager and so simply sailor to enter into a little bit more information 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 Funnel

you know lasts about 15 minutes we’re also going to supply you a summary 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 in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got two slides worth of those so you might discover that your concern 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 actually look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demo is the actual setup and the initial admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up right now this is a great overview of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline 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 however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the starting 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re 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 two once we have actually done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Email Funnel

 

own time and ensure you have actually got all the learnings and prior to we begin the demonstration much like to say 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 most likely know our important professional business group and limitless our integration works at all but the important addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of 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 connector 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 objective 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 simply been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information consistent in between your serum and email marketing platform not the least of which is conserving 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 create customized fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll also offer a few tips on how to evaluate safely and finally how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really keen to sync our information 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 simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may 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 update your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm but without the extra steps of logging in frequently or working across multiple browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Funnel