Campaign Monitor For WordPress Plugin 2022

Lets talk Campaign Monitor For WordPress Plugin…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor For WordPress Plugin

the technical elements of the combination software application our partnership with project monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more participants have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to understand a bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have many individuals on the webinar can really see the responses can be found in thick and quickly we’re getting a 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 okay appear like well basically everyone has actually voted so if you want 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 outcomes look like fine yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are just aiming to understand more and yeah someone wanting to connect so yeah that’s truly informative and that actually helps us make certain we sort 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 using cm4 SF the port is called we ought to take a couple of moments to inform you a bit more about what it is I think this yeah you can you can do this 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 client data send out e-mail projects and determine the outcomes automatically syncing your data in between these 2 powerful apps suggests that you’re constantly dealing with the current and most precise information nor from within your Salesforce company excellent thanks employer and so just sailor to go into a bit more detail 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 WordPress Plugin

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question will be covered in that Q&A session however 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 in fact look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demonstration is the actual setup and the initial admin setup with the integration 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 don’t have the combination installed right now this is an excellent introduction of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already 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 questions 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 going with campaign monitor for Salesforce which will cover the various elements 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 any of the action don’t fret 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 two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor For WordPress Plugin

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make certain you’ve got all the knowings and prior to we kick off the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary expert business group and unrestricted our combination works at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a primary 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 email project with campaign monitor utilizing existing subscriber 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 information and send an email project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your organization app syncing and all set to send out email marketing campaigns in just a few minutes there are likewise numerous other advantages to keeping your data consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise offer a few ideas on how to test safely and finally how to get in touch with the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually keen to sync our information then send our an email project utilizing 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 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 e-mail structure 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 straight through campaign monitor comm but without the extra actions of logging in regularly or working across several web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor For WordPress Plugin