Campaign Monitor First Name Last Name 2022

Lets talk Campaign Monitor First Name Last Name…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about project 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 grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor First Name Last Name

the technical elements of the combination software application our partnership with campaign screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns great thanks Ross and say a couple of more individuals have simply gotten here so yeah you’re just just in 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’ve shared a couple of details about ourselves we ‘d love to know a bit about you people are a quick survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and finding out and ready 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 numerous individuals on the webinar can actually see the answers being available in thick and quickly 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 anonymous so please do do not hesitate to vote okay appear like well pretty much everybody has actually voted so if you wish 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 look like alright 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 already using the connector so that’s truly fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah somebody aiming to connect so yeah that’s really insightful which truly assists us ensure we kind of tailor this to the right 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 port is called we ought to take a couple of minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail campaigns and determine the results automatically syncing your data in between these 2 powerful apps implies that you’re constantly working with the latest and most precise information nor from within your Salesforce company terrific thanks employer and so simply sailor to go into a 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 First Name Last Name

you know lasts about 15 minutes we’re also going to provide you an overview 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 also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your concern will be covered because 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 in fact look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demo is the actual setup and the initial admin setup with the integration 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 don’t have the combination set up just yet this is a fantastic overview of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize 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 however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different 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 out on any of the action don’t fret we’re recording this webinar so we’ll the top 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 be in your inbox so you can return and enjoy this in your Campaign Monitor First Name Last Name

 

own time and ensure you’ve got all the learnings and prior to we kick off the demo just like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our important expert enterprise group and endless our integration works at all but the important addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with 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 adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed 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 an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send email marketing projects in simply a couple of minutes there are likewise many 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll likewise provide a few suggestions on how to check securely and finally how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually eager to sync our data then send our an email campaign 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 merely called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of logging in regularly or working throughout multiple 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 First Name Last Name