Campaign Monitor Engaging Emails 2022

Lets talk Campaign Monitor Engaging Emails…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Engaging Emails

the technical aspects of the integration software application our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a couple of more participants have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well basically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah somebody seeking to connect so yeah that’s really informative and that really helps us ensure we sort of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing 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 think 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 mainly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send email campaigns and measure the results immediately syncing your data between these two powerful apps suggests that you’re constantly working with the most recent and most accurate data nor from within your Salesforce organization terrific thanks boss therefore just sailor to go into a 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 Engaging Emails

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns 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 really got two slides worth of those so you might discover that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the initial admin and the real 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 just a minute even if you don’t have actually the combination installed right now this is an excellent overview of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’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 stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured 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 watch this in your Campaign Monitor Engaging Emails

 

own time and make certain you’ve got all the learnings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary professional business group and limitless our combination works at all but the vital addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email 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 goal will be to send out an e-mail campaign with campaign monitor using existing customer 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 steps to sync your data and send out an email campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing projects in simply a few minutes there are also many other benefits to keeping your data consistent 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail project in campaign monitor and specify receivers and send an e-mail project and view results we’ll also offer a few ideas on how to test securely and lastly how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you may only have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the additional actions of logging in frequently or working throughout numerous web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Engaging Emails