Campaign Monitor Email Sign Up 2022

Lets talk Campaign Monitor Email Sign Up…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Email Sign Up

the technical elements of the integration software our partnership with campaign monitors is over ten 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 addressing your questions terrific thanks Ross and state a few more individuals have actually simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a quick survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have many people on the webinar can truly see the answers being available in thick and fast we’re getting a little 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 practically everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like fine yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s actually great to see yeah and a little bit of an interest going on so some individuals are simply looking to know more and yeah somebody aiming to link so yeah that’s really insightful which truly assists us make certain 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 adapter is called we must 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 much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send email campaigns and determine the outcomes automatically syncing your information between these two effective apps suggests that you’re always working with the current and most accurate data nor from within your Salesforce company terrific thanks manager therefore simply sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Email Sign Up

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your concern 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 concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have the integration set up just yet this is a great overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped 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 stated it’s going to last for just on the third simply 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 two once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Email Sign Up

 

own time and make sure you’ve got all the knowings and before we kick off the demonstration similar to to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our important expert enterprise group and unrestricted our combination works at all but the vital addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to 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 number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber data 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 an email campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your business app syncing and all set to send out email marketing projects in simply a few minutes there are also many other advantages to keeping your information constant in 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send out an email project and view results we’ll also supply a couple of ideas on how to evaluate securely and lastly how to get in touch with the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the additional steps of visiting regularly or working across multiple internet browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Sign Up