Campaign Monitor Embed Signup 2022

Lets talk Campaign Monitor Embed Signup…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Embed Signup

the technical aspects of the combination software our collaboration 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 eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and say a couple of more individuals have just shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a little bit about you men are a quick poll 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 customers 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 sort of things so Wow it’s fantastic to have many people on the webinar can truly see the answers can be found in thick and fast 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 confidential so please do do not hesitate to vote okay appear like well basically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I think that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the port so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone wanting to connect so yeah that’s really insightful which actually assists us make certain we type of tailor this to the best 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 connector is called we ought to take a couple of minutes to tell 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail projects and determine the results immediately syncing your data between these 2 effective apps indicates that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization fantastic thanks employer and so simply sailor to go 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 Embed Signup

you know lasts about 15 minutes we’re also going to provide you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions 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 really got 2 slides worth of those so you might find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration installed right now this is a fantastic overview of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to improve 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 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 actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not stress we’re tape-recording 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 two once we have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Embed Signup

 

own time and make sure you’ve got all the knowings and prior to we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely know our important expert enterprise group and unrestricted our combination operates at all but the essential addition it’s likewise 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 terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and ready to send out e-mail marketing campaigns in simply a couple of minutes there are likewise numerous other benefits to keeping your data consistent in 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll likewise supply a few ideas on how to evaluate securely and lastly how to contact the Beaufort 12 support group need to you have any questions 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 utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just be able to see campaign monitor if your access varies 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 most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional steps of logging in often or working across several web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Embed Signup