Campaign Monitor Facebook Share 2022

Lets talk Campaign Monitor Facebook Share…Hi everyone 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 viewing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email 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 much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Facebook Share

the technical elements of the combination software application our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and state a few more individuals have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have many people on the webinar can really see the responses being available in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well practically everyone has 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 appear like okay yeah I think that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the connector so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are simply wanting to know more and yeah somebody aiming to link so yeah that’s really informative which really assists us make sure we type of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we ought to take a few moments to inform you a little 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 number one e-mail marketing at for Salesforce largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail projects and determine the outcomes automatically syncing your information between these 2 powerful apps means that you’re always dealing with the latest and most accurate information nor from within your Salesforce organization excellent thanks manager and so simply sailor to enter into a little bit more detail 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 Facebook Share

you know lasts about 15 minutes we’re also going to provide you a summary of how to get started with utilizing 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 concerns and we’ve really got two slides worth of those so you may discover that your question will be covered because Q&A session however 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 concern thank you therefore something we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that stated we do ever assist 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 the integration set up right now this is a fantastic introduction of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t 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 add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for just on the 3rd 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 sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Facebook Share

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our important 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 user interface if you’re an existing Salesforce user you’re likely acquainted with 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 utilizing campaign monitor for Salesforce this adapter 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 goal will be to send out an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out email marketing projects in just a couple of minutes there are also many other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is saving 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 using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send an email project and view results we’ll also supply a few tips on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an email 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 various permissions from me you might just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in regularly or working across several web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Facebook Share