Campaign Monitor Forward To A Friend 2022

Lets talk Campaign Monitor Forward To A Friend…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know totally about project well up until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Forward To A Friend

the technical elements of the combination software application our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a little bit about you men are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous people on the webinar can truly see the responses being available in thick and quick we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well basically everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s truly insightful which really helps us ensure we sort 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 minutes to tell you a little 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 primary email marketing at for Salesforce largely 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 information send out e-mail campaigns and measure the outcomes automatically syncing your data in between these two effective apps means that you’re always dealing with the current and most precise information nor from within your Salesforce organization excellent thanks employer and so just sailor to enter into a little bit more detail 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 Forward To A Friend

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get started 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 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 find that your question will be covered because Q&A session but 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 add in your concern thank you and so one thing we will not be covering in today’s demo is the real setup and the initial admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination installed right now this is an excellent overview of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded 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 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 sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Forward To A Friend

 

own time and ensure you have actually got all the knowings and prior to we begin 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 most likely know our necessary expert enterprise group and unrestricted our combination works at all but the important addition it’s also where self was traditional and the more recent lightening user 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 demo 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 show you how simple it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a thorough demo of everything 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 simply a couple of minutes there are also numerous other advantages to keeping your data constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also supply a couple of tips on how to test safely and lastly how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re really keen to sync our information then send our an email campaign using 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 just called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just have the ability 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 permissions 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 like if you logged into the account directly through campaign monitor comm however without the additional actions of logging in often or working throughout numerous browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Forward To A Friend