Campaign Monitor Embed 2022

Lets talk Campaign Monitor Embed…Hi everyone 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 seeing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Embed

the technical elements of the combination software our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and say a few more participants have simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to know a little bit about you men are a quick poll so I’m just going to launch 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 finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have so many individuals on the webinar can really see the responses can be found in thick and quick we’re getting a little bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright appear like well pretty much everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like fine yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some people are just wanting to understand more and yeah somebody looking to connect so yeah that’s truly insightful which truly assists 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 ought to take a couple of minutes 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 top email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email projects and determine the outcomes immediately syncing your information between these two powerful apps suggests that you’re constantly working with the most recent and most precise information nor from within your Salesforce organization fantastic thanks boss therefore just sailor to enter into a 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 Embed

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact 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 installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration installed just yet this is a great overview of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the methods 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 will not be covering some concerns later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements 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 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 more once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Embed

 

own time and make sure you’ve got all the knowings and before we start the demonstration much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our important professional enterprise group and limitless our combination works at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up 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 comprehensive demo of whatever that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your information constant between your serum and email marketing platform not the least of which is conserving 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 using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and define recipients and send an email project and view results we’ll also offer a couple of suggestions on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly eager to sync our information then send our an e-mail project using 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 merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the extra actions of visiting frequently or working throughout multiple internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Embed