Campaign Monitor Emma Delivra 2022

Lets talk Campaign Monitor Emma Delivra…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance 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 Emma Delivra

the technical elements of the combination software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more participants have simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still discovering 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 people on the webinar can truly see the responses can be found in thick and fast we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like all right yeah I believe that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are just looking to know more and yeah somebody wanting to connect so yeah that’s actually insightful and that truly assists us ensure we kind 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 port is called we need to take a couple of moments to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email campaigns and determine the outcomes instantly syncing your information between these two effective apps suggests that you’re always working with the current and most precise data nor from within your Salesforce organization great thanks employer and so just sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Emma Delivra

you know lasts about 15 minutes we’re likewise going to offer you a summary 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 questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed just yet this is a terrific introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up 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 have actually already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped 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 simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re 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 2 once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Emma Delivra

 

own time and ensure you’ve got all the learnings and prior to we begin the demo similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our necessary professional enterprise group and endless our integration operates at all but the necessary addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 connector 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 objective will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with 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 information and send out an e-mail project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your company app syncing and all set to send e-mail marketing projects in just a few minutes there are also lots of other advantages to keeping your data constant 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 create 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 information synced for a particular time create an e-mail project in campaign monitor and define receivers and send out an email project and view results we’ll also supply a few suggestions on how to test securely and lastly how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually eager to sync our information 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 just called campaign monitor I’m seeing this as an admin however if you have various approvals 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 approvals 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional steps of visiting regularly or working across multiple browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Emma Delivra