Campaign Monitor First Video 2022

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

the technical elements of the combination software application our collaboration with project monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous individuals on the webinar can actually see the responses 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 confidential so please do feel free to vote okay appear like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like fine yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the port so that’s really fantastic to see yeah and a bit of an interest going on so some people are just looking to know more and yeah someone wanting to link so yeah that’s actually informative which truly assists us ensure we type of tailor this to the ideal 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 connector is called we need to take a couple of moments to inform you a little 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 number one email marketing at for Salesforce mostly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and measure the outcomes automatically syncing your information in between these 2 effective apps implies that you’re always working with the latest and most precise data nor from within your Salesforce organization terrific thanks boss therefore simply sailor to go into a 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 Video

you know lasts about 15 minutes we’re likewise going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we get 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 add in your question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination installed just yet this is a great summary of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some 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 won’t be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not worry 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 more once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor First Video

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration much like to say a couple of 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 expert enterprise group and unlimited our combination operates at all but the necessary addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out email marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your information 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 using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll also offer a few tips on how to test securely and lastly how to get in touch with the Beaufort 12 assistance 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 just linked to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign using 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 consents from me you might 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 authorizations 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 visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting often or working throughout multiple internet browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor First Video