Campaign Monitor First Name 2022

Lets talk Campaign Monitor First Name…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor First Name

the technical elements of the integration software our partnership with project screens is over ten 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 demonstration today and answering your questions terrific thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little bit about you men are a fast survey so I’m just going to introduce 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 type of things so Wow it’s terrific to have a lot of people on the webinar can truly see the responses coming 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 do not hesitate to vote fine appear like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s actually excellent to see yeah and a bit of an interest going on so some people are just looking to understand more and yeah someone looking to link so yeah that’s truly insightful and that really assists us make certain 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 utilizing cm4 SF the port is called we ought to take a few moments to inform 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 email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send email campaigns and determine the results automatically syncing your information between these 2 effective apps indicates that you’re constantly working with the latest and most precise information nor from within your Salesforce organization terrific thanks boss therefore just sailor to enter into a little bit more information 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

you know lasts about 15 minutes we’re also going to provide you an overview of how to start 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 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 discover that your concern 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 actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the combination installed just yet this is a terrific introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover 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 currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs 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 demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third just 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 figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor First Name

 

own time and make certain you have actually got all the knowings and before we kick off the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional business group and limitless our integration operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are also lots of other benefits to keeping your data consistent in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a few ideas on how to test securely and finally how to contact the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really eager to sync our information then send our an email project 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 just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may just 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 the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional actions of logging in often or working throughout several internet browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor First Name