Campaign Monitor For Microsoft Dynamics 2022

Lets talk Campaign Monitor For Microsoft Dynamics…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor For Microsoft Dynamics

the technical aspects of the combination software our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more participants have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to understand a bit about you people are a fast 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 ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the responses being available in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well basically everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like alright yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are just aiming to understand more and yeah someone looking to connect so yeah that’s really informative and that truly helps us make sure we kind 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 port is called we should take a couple of minutes to tell 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 primary email marketing at for Salesforce mostly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail campaigns and measure the results immediately syncing your data between these 2 powerful apps implies that you’re constantly working with the most recent and most precise data nor from within your Salesforce organization great thanks manager and so simply sailor to enter 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 For Microsoft Dynamics

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session but 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 include your concern thank you and so something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have the combination installed right now this is a great overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but 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 demonstration now which has been recorded by Ross earlier which’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 said it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-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 two once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor For Microsoft Dynamics

 

own time and make certain you have actually got all the learnings and prior to we kick off the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our necessary professional enterprise group and unrestricted our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening 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 utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one 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 campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your service app syncing and ready to send out e-mail marketing projects in just a few minutes there are also numerous other advantages to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also provide a few pointers on how to test securely and finally how to get in touch with the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly eager to sync our information then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different approvals 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 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the additional actions of logging in regularly or working across multiple web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor For Microsoft Dynamics