Campaign Monitor Email Tracking 2022

Lets talk Campaign Monitor Email Tracking…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated 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 handle Campaign Monitor Email Tracking

the technical aspects of the combination software application our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns fantastic thanks Ross and state a few more participants have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start 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 couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have numerous people on the webinar can really see the responses can be found in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine looks like well basically everyone has voted so if you wish to use the survey 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 think that’s basically everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the port so that’s truly fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah someone aiming to connect so yeah that’s actually informative which really helps us ensure we sort of tailor this to the ideal 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 port is called we need to take a few minutes to tell 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 e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and determine the outcomes immediately syncing your information in between these 2 effective apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization terrific thanks manager therefore just sailor to go 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 Tracking

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the real setup and the initial admin 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 just a minute even if you don’t have the combination set up just yet this is an excellent introduction of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said 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 stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 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 Tracking

 

own time and make certain you’ve got all the knowings and before we begin 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 probably know our vital expert enterprise group and endless our integration operates at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful 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 actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your data 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-made fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll also provide a couple of suggestions on how to test securely and lastly how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen to sync our data then send our an email project using 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority 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 but without the extra actions of logging in regularly or working across several internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Tracking