Campaign Monitor Footer 2022

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

the technical elements of the combination software our collaboration with project displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more participants have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I think that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s actually great to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody looking to link so yeah that’s really informative which truly assists us ensure we sort 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 must take a few moments to inform you a little 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 top email marketing at for Salesforce mainly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail projects and determine the outcomes instantly syncing your data between these two powerful apps indicates that you’re always working with the most recent and most precise information nor from within your Salesforce organization excellent thanks employer therefore just sailor to go into a little bit more information 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 Footer

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered because Q&A session but 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 question thank you therefore something we won’t be covering in today’s demo is the actual installation and the initial admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is a great overview of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns 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 to the demo now which has actually been recorded 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 stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action do not stress we’re taping 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 have actually done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Footer

 

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 question a fair bit and the additions of Salesforce are available as you will most likely know our vital expert business group and unrestricted our integration works at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in just a couple of minutes there are also many other benefits to keeping your information consistent 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 produce 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 campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise supply a few pointers on how to test safely and lastly how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly eager to sync our data then send our an email project 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your consents 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 log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the additional actions of logging in often or working throughout several browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Footer