Campaign Monitor Experts 2022

Lets talk Campaign Monitor Experts…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along 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 much like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Experts

the technical elements of the integration software application our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and state a couple of more participants have actually simply gotten here so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes 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 bit about you men are a quick poll so I’m simply going to launch that now and yeah it’s the subject of how many of you guys 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 kind of stuff so Wow it’s great to have so many individuals on the webinar can actually see the responses can be found in thick and quickly 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 anonymous so please do feel free to vote alright looks like well practically everybody has actually voted so if you want to utilize the survey 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 everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the adapter so that’s truly great to see yeah and a little 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 which really assists us ensure we sort of tailor this to the ideal 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 connector is called we need to take a few minutes to tell 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 mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the results automatically syncing your data in between these two powerful apps suggests that you’re constantly working with the current and most precise information nor from within your Salesforce organization terrific thanks employer therefore just sailor to go 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 Experts

you understand lasts about 15 minutes we’re likewise going to provide 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 start by responding to some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the initial admin 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 do not have actually the combination set up right now this is a fantastic summary of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to improve automate your email 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 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 demo now which has actually been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components 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 do not stress we’re tape-recording this webinar so we’ll the leading 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 come back and watch this in your Campaign Monitor Experts

 

own time and make certain you have actually got all the knowings and prior to we kick off the demo much like to state a few words on Salesforce additions as we get this concern a fair 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 essential addition it’s also where self was classic and the more recent lightening user 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 utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked 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 demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing projects in simply a couple of minutes there are also many other benefits to keeping your data consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define receivers and send an email project and view results we’ll also provide a couple of tips on how to test securely and finally how to get in touch with the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 however if you have different consents 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 consents 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 exactly the same as if you logged into the account straight through campaign monitor comm however without the additional actions of visiting frequently or working throughout numerous browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Experts