Campaign Monitor Finances 2022

Lets talk Campaign Monitor Finances…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Finances

the technical elements of the combination software application our partnership with campaign displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and say a few more participants have just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a bit about you guys are a quick survey so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have so many individuals on the webinar can really see the responses can be found in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well pretty much everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like fine yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s really great to see yeah and a bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody aiming to connect so yeah that’s really insightful which truly assists us make sure we sort 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 connector is called we need to take a couple of minutes to tell 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 e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out e-mail projects and determine the outcomes instantly syncing your data in between these two powerful apps means that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company terrific thanks employer therefore just sailor to enter into a little 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 Finances

you know lasts about 15 minutes we’re also going to offer you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your concern will be covered in that Q&A session but 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 concern thank you therefore something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a fantastic overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods you can use it to streamline automate your email 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 include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not stress we’re 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 more once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Finances

 

own time and make certain you’ve got all the knowings and before we start the demonstration much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary professional enterprise group and limitless our combination operates at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 simple 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 utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and prepared to send out email marketing projects in simply a couple of minutes there are likewise numerous other benefits to keeping your information constant 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 develop 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 information synced for a specific time develop an email project in campaign monitor and specify receivers and send an email project and view results we’ll likewise supply a few pointers on how to check safely and lastly how to call the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually keen to sync our information then send our an email project using 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 just called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may just be able to see campaign monitor if your gain access to differs 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 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 straight via campaign monitor comm but without the additional actions of logging in regularly or working throughout several internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Finances