Campaign Monitor Firewall 2022

Lets talk Campaign Monitor Firewall…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce together 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 similar to to take a moment to present ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated 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 developers of campaign monitor for Salesforce and manage Campaign Monitor Firewall

the technical elements of the combination software our collaboration with campaign monitors is over ten years old so myself and my group 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 great thanks Ross and say a couple of more participants have actually simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many people on the webinar can really see the answers being available in thick and quickly 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 feel free to vote alright looks like well pretty much everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing 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 someone looking to link so yeah that’s truly informative which truly helps us ensure we sort of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the port is called we need to take a few moments to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce largely due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email projects and determine the outcomes immediately syncing your data in between these 2 effective apps means that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks manager and so simply sailor to go 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 Firewall

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns 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 actually got 2 slides worth of those so you may find that your question will be covered in that Q&A session however so as we make it through 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 include your question thank you therefore one thing we will not be covering in today’s demonstration is the real installation and the initial admin setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up just yet this is an excellent introduction of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions 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 over to the demo now which has actually been taped by Ross earlier and that’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 just on the third simply 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’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Firewall

 

own time and make sure you’ve got all the knowings and prior to we start 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 offered as you will probably know our necessary professional enterprise group and endless our integration works at all but the essential addition it’s also where self was classic and the more recent lightening 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 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 number one e-mail 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 an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and ready to send e-mail marketing campaigns in simply a few minutes there are likewise numerous other benefits to keeping your information constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and specify recipients and send an email project and view results we’ll likewise offer a few pointers on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure 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 through campaign monitor comm but without the extra steps of logging in regularly or working across numerous browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Firewall