Campaign Monitor Email Standards 2022

Lets talk Campaign Monitor Email Standards…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email 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 actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Email Standards

the technical elements of the integration software application our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and state a couple of more participants have simply shown up so yeah you’re simply 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 however in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a little bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have a lot of people on the webinar can actually see the responses being available in thick and quick 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 looks like well basically everyone has voted so if you want 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 fine yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s really terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone aiming to link so yeah that’s actually insightful and that truly helps us ensure 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 few moments to inform you a 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 mainly due to its simple setup and detailed 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 immediately syncing your data between these 2 effective apps indicates that you’re always working with the current and most accurate information nor from within your Salesforce organization great thanks boss therefore just sailor to enter into a 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 Standards

you understand 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 addressing some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through 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 concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed right now this is an excellent summary of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently 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 add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-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 out on any of the action do not stress 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 see this in your Campaign Monitor Email Standards

 

own time and ensure you’ve got all the knowings and before we start the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely know our vital expert business group and endless our integration operates at all but the necessary addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor using existing customer data 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 steps to sync your data and send an email campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are also lots of other advantages to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define recipients and send an email campaign and view results we’ll likewise offer a couple of tips on how to evaluate securely and finally how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked 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’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might only be able to see campaign monitor if your access 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 most of our setup an email structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the additional actions of visiting regularly or working throughout numerous browser tabs let’s carry on 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 Standards