Campaign Monitor Experts Vsit My Home 2022

Lets talk Campaign Monitor Experts Vsit My Home…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so firstly 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 companies with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Experts Vsit My Home

the technical aspects of the integration software application our partnership with campaign screens is over 10 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 demonstration today and answering your concerns great thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have so many individuals on the webinar can actually see the answers can be found in thick and quick we’re getting a little bit of a pattern however 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 practically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like all right yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah somebody seeking to connect so yeah that’s really insightful and that truly helps us make certain we sort 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 utilizing cm4 SF the adapter is called we ought to take a few minutes 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 e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send e-mail campaigns and measure the outcomes immediately syncing your data in between these two powerful apps means that you’re always working with the latest and most precise information nor from within your Salesforce organization terrific thanks boss therefore just sailor to enter 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 Experts Vsit My Home

you understand lasts about 15 minutes we’re also going to supply 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 start by answering some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a question 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 demo is the real installation and the initial admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination set up just yet this is a great overview of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 demo now which has actually been taped by Ross earlier and that’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 said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re taping 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’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Experts Vsit My Home

 

own time and ensure you have actually got all the learnings and prior to we begin the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our essential expert enterprise group and unlimited our integration operates at all but the important 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 knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using 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 primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send out an email project with campaign monitor using existing subscriber data 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 steps to sync your information and send out an email campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing campaigns in just a few minutes there are also numerous other benefits to keeping your information consistent 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and define receivers and send out an email project and view results we’ll likewise provide a couple of tips on how to evaluate safely and finally how to contact the Beaufort 12 assistance team should you have any concerns 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 data then send our an email project utilizing 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 consents from me you may only have the ability to see campaign monitor if your gain access to 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in frequently or working across several browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Experts Vsit My Home