Campaign Monitor For Salesforce Reviews 2022

Lets talk Campaign Monitor For Salesforce Reviews…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well up 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 grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor For Salesforce Reviews

the technical aspects of the combination software our partnership with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions great thanks Ross and state a couple of more individuals have actually simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you people are a fast poll so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous individuals on the webinar can really see the responses can be found in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everyone has actually voted so if you want 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 appear like alright yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah somebody looking to link so yeah that’s truly insightful which really assists us make sure we type 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 connector is called we should take a couple of moments 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 top email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and measure the results automatically syncing your data between these 2 powerful apps suggests that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization great thanks manager therefore simply sailor to enter 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 For Salesforce Reviews

you understand lasts about 15 minutes we’re also going to offer you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find 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 actually got a concern that isn’t covered please do actually 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 real setup and the initial admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination set up just yet this is an excellent summary of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the ways 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 questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not stress we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor For Salesforce Reviews

 

own time and make sure you have actually got all the learnings and prior to we begin the demonstration much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our essential professional business group and limitless our integration operates at all but the necessary addition it’s likewise where self was timeless and the newer 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 using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with 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 demo of whatever that you can do it will show you how you can get your business app syncing and all set to send email marketing projects in simply a couple of minutes there are also numerous other advantages to keeping your information constant in 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise supply a few ideas on how to test securely and lastly how to call the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re 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 but if you have various permissions from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your approvals 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 exactly the same as if you logged into the account straight via campaign monitor comm but without the additional steps of visiting often or working across multiple internet browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor For Salesforce Reviews