Campaign Monitor For WordPress 2022

Lets talk Campaign Monitor For WordPress…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor For WordPress

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and state a few more individuals have actually simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin 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 enjoy to understand a bit about you people are a quick poll so I’m simply going to release that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind 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 quickly we’re getting a little bit of a trend 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 practically everybody has actually voted so if you wish to utilize 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 all right yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are just seeking to know more and yeah someone wanting to link so yeah that’s really insightful which really helps us ensure we kind of tailor this to the best 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 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 much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and measure the results instantly syncing your data between these two powerful apps suggests that you’re always working with the most recent and most accurate data nor from within your Salesforce organization great thanks employer therefore simply sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re also going to provide 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 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 really got two slides worth of those so you may discover that your question will be covered because 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 actually look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination that said 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 actually the combination set up right now this is a terrific introduction of key functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret 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’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor For WordPress

 

own time and ensure you have actually got all the learnings and prior to we start the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our essential professional business group and limitless our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send email marketing projects in just a few minutes there are likewise many other advantages to keeping your information 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 using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define receivers and send an email project and view results we’ll likewise supply a couple of tips on how to test safely and finally how to call the Beaufort 12 assistance group should you have any concerns 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 keen to sync our data then send our an e-mail project utilizing 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 merely called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may 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 structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of logging in frequently or working across multiple web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor For WordPress