Campaign Monitor Fraud 2022

Lets talk Campaign Monitor Fraud…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely 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 grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Fraud

the technical elements of the combination software our partnership with project displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and state a few more participants have actually just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to know a bit about you men are a fast poll so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still finding out and looking and ready 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 many people on the webinar can truly see the responses being available in thick and fast we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well practically everyone has voted so if you want to utilize 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 fine yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are simply looking to understand more and yeah somebody aiming to link so yeah that’s really insightful and that really helps 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 port is called we need to 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 better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mostly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out email campaigns and measure the outcomes immediately syncing your information in between these two effective apps suggests that you’re always dealing with the current and most accurate data nor from within your Salesforce organization fantastic thanks employer therefore just sailor to go into a little 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 Fraud

you understand lasts about 15 minutes we’re also going to provide you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually 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 won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the integration set up just yet this is a great introduction of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns 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 and that’s the beginning with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re recording 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 2 once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Fraud

 

own time and make certain you’ve got all the knowings and before we start the demonstration similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably understand our vital professional business group and unlimited our integration operates at all but the vital addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing 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 demo our objective will be to send 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 just been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send out email marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise provide a couple of suggestions on how to evaluate securely and finally how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different permissions from me you may only have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of visiting often or working across numerous browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Fraud