Campaign Monitor For Salesforce Premium 2022

Lets talk Campaign Monitor For Salesforce Premium…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor For Salesforce Premium

the technical elements of the integration software application our collaboration with campaign monitors 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 answering your concerns fantastic thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still learning and looking and ready to make a decision 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 truly see the answers coming in thick and quick we’re getting a little a trend 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 all right looks like well pretty much everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like okay yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s actually excellent to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah somebody wanting to connect so yeah that’s really insightful and that actually assists us make sure we type of tailor this to the ideal 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 adapter is called we should 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 extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out email campaigns and determine the results instantly syncing your data between these two powerful apps indicates that you’re constantly working with the latest and most precise data nor from within your Salesforce company fantastic thanks employer and so simply sailor to go into a 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 Salesforce Premium

you understand lasts about 15 minutes we’re also going to provide you an overview of how to begin 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 registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed right now this is an excellent overview of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the ways you can use it to improve 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 springs 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 to the demo now which has actually been taped by Ross earlier and that’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 3rd simply on the 15 minutes so and if you do miss any of the action do not stress 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 have actually done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor For Salesforce Premium

 

own time and make sure you have actually got all the learnings and prior to we kick off the demo similar to to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary professional business group and endless our combination operates at all but the essential addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using 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 email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 out an e-mail project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out email marketing projects in just a few minutes there are also numerous other benefits to keeping your data constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few suggestions on how to test safely and finally how to call the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working across multiple browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor For Salesforce Premium