Campaign Monitor First Name Tag 2022

Lets talk Campaign Monitor First Name Tag…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor First Name Tag

the technical aspects of the combination software our collaboration with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and state a few more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of the number of of you people 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 stuff so Wow it’s excellent to have numerous people on the webinar can really see the answers can be found in thick and fast we’re getting a little 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 appear like well pretty much everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah someone aiming to connect so yeah that’s truly insightful which truly assists us ensure we type of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the port is called we ought to take a few minutes 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 mainly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send email campaigns and measure the results automatically syncing your data in between these 2 powerful apps implies that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization fantastic thanks boss and so simply sailor to enter 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 First Name Tag

you know lasts about 15 minutes we’re also going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the real setup and the initial admin setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed just yet this is a fantastic overview of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can utilize it to streamline 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 however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the beginning 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not worry 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 have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor First Name Tag

 

own time and ensure you have actually got all the learnings and before we kick off the demonstration just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably understand our vital expert business group and unlimited our integration works at all but the vital addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send email marketing projects in just a few minutes there are likewise many other advantages to keeping your information constant in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise offer a couple of tips on how to test safely and lastly how to call the Beaufort 12 assistance group need to 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 truly eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re 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 different permissions from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of visiting regularly or working across numerous web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor First Name Tag