Campaign Monitor Email Guide 2022

Lets talk Campaign Monitor Email Guide…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail 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 never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Email Guide

the technical elements of the integration software application our partnership with project screens is over ten 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 concerns terrific thanks Ross and say a few more individuals have actually simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a little bit about you guys are a fast poll so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have so many individuals on the webinar can actually see the answers being available 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 anonymous so please do do not hesitate to vote okay appear like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody looking to link so yeah that’s really insightful and that truly assists us ensure we kind of tailor this to the right 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 port is called we should take a couple of minutes to tell you a little bit more about what it is I think 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 easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out email campaigns and measure the outcomes instantly syncing your information in between these 2 effective apps indicates that you’re always dealing with the latest and most precise information nor from within your Salesforce organization terrific thanks employer therefore just sailor to enter 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 Guide

you know lasts about 15 minutes we’re also going to provide you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 really got two slides worth of those so you may find 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 add in your concern thank you and so one thing we won’t be covering in today’s demonstration is the actual setup and the initial admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration set up right now this is a fantastic overview of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not 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 demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the starting 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 top 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 remain in your inbox so you can come back and watch this in your Campaign Monitor Email Guide

 

own time and make certain you’ve got all the knowings and before we begin the demonstration just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our necessary professional enterprise group and limitless our combination works at all but the vital 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 regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your information and send an email campaign 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 campaigns in simply a few minutes there are likewise many other benefits 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise provide a couple of ideas on how to check safely and lastly how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly eager 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 exactly the like if you logged into the account straight by means of campaign monitor comm however without the additional steps of logging in frequently or working across numerous web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Email Guide