Campaign Monitor Email Triggers 2022

Lets talk Campaign Monitor Email Triggers…Hi everybody and thank you a lot for joining us today on learn 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 project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Email Triggers

the technical aspects of the combination software our partnership with project screens is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more participants have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you men are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have a lot of individuals on the webinar can actually see the responses can be found in thick and quick 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 do not hesitate to vote fine 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 moments time and see what those results appear like okay yeah I believe that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah somebody seeking to connect so yeah that’s actually informative which actually assists us ensure we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we must take a few minutes to inform you a 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 largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and measure the outcomes automatically syncing your data between these two powerful apps indicates that you’re always dealing with the current and most precise information nor from within your Salesforce company great thanks boss and so simply 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 Triggers

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions 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 in fact got two slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we survive 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 therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the combination 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 set up just yet this is a fantastic overview of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements 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 out on any of the action don’t fret we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Email Triggers

 

own time and make certain you have actually got all the learnings and prior to we kick off the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our vital expert enterprise group and endless our combination operates at all but the vital addition it’s also where self was timeless 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 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 show you how easy it is and how effective it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your data constant in between your serum and e-mail marketing platform not the least of which is saving 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 data synced for a particular time develop an e-mail project in campaign monitor and specify receivers and send an email project and view results we’ll likewise offer a couple of ideas on how to check safely and finally how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re truly eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you may only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of visiting often or working throughout multiple web browser tabs let’s proceed to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Email Triggers