Campaign Monitor Forwarding 2022

Lets talk Campaign Monitor Forwarding…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Forwarding

the technical elements of the combination software our partnership with campaign monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns terrific thanks Ross and say a couple of more participants have actually just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have a lot of individuals on the webinar can truly see the answers being available in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright appear like well pretty much everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like alright yeah I think that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly terrific to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah somebody aiming to link so yeah that’s really insightful which truly assists us make certain we type of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we ought to take a couple of moments to tell 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 number one e-mail 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 client information send email projects and determine the outcomes automatically syncing your data between these two effective apps indicates that you’re constantly working with the current and most accurate information nor from within your Salesforce company great thanks boss therefore simply 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 Forwarding

you understand lasts about 15 minutes we’re likewise going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions 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 survive the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up just yet this is a terrific summary of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demo 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 recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not worry 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 two once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Forwarding

 

own time and make sure you’ve got all the knowings and before we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our vital expert enterprise group and limitless our combination works at all but the important addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector 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 goal will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing projects in simply a couple of minutes there are likewise many other advantages to keeping your data constant 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 develop 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 project in campaign monitor and define receivers and send an e-mail project and view results we’ll also provide a couple of ideas on how to check securely and lastly how to contact the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you may only 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 authorizations 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 exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional actions of logging in often or working throughout numerous internet browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Forwarding