Campaign Monitor Email Inspiration 2022

Lets talk Campaign Monitor Email Inspiration…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Email Inspiration

the technical elements of the combination software our collaboration with project displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a few more individuals have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few 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 launch 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 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 great to have numerous people on the webinar can really see the responses coming in thick and fast 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 all right looks like well pretty much everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s really great to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah someone wanting to link so yeah that’s actually insightful and that actually assists us make sure we type of tailor this to the best 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 adapter is called we ought to take a couple of minutes 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 number one email marketing at for Salesforce largely due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail campaigns and determine the outcomes instantly syncing your information between these two effective apps means that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization terrific thanks boss and so just 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 Inspiration

you know lasts about 15 minutes we’re also going to offer 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 addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your question will be covered in that Q&A session but 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 include your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real installation setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed right now this is an excellent introduction of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t fret 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 2 once we have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Email Inspiration

 

own time and make sure you have actually got all the learnings and before we kick off the demonstration similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our essential professional enterprise group and unlimited our integration works at all but the important addition it’s likewise where self was traditional and the newer lightening user 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 demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll also supply a few suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team should 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 actually eager to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just be able to see campaign monitor if your access 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 e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the extra actions of logging in regularly or working across multiple browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Email Inspiration