Campaign Monitor Free 2022

Lets talk Campaign Monitor Free…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about project well till all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support connecting 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 handle Campaign Monitor Free

the technical elements of the integration software application our collaboration with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions excellent thanks Ross and state a couple of more participants have actually 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 into the meat of it in a few moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to understand a little bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have numerous people on the webinar can actually see the responses coming 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 confidential so please do do not hesitate to vote alright looks like well pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like all right yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are currently using the connector so that’s truly great to see yeah and a bit of a curiosity going on so some people are just wanting to know more and yeah somebody looking to connect so yeah that’s truly informative and that really helps us make certain we sort 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 utilizing cm4 SF the adapter is called we should take a couple of minutes to inform you a bit more about what it is I believe 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 easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the results automatically syncing your information between these two powerful apps indicates that you’re always working with the most recent and most precise information nor from within your Salesforce company great thanks manager 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Free

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually 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 demonstration is the initial admin and the actual installation setup with the integration that stated 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 installed right now this is a terrific summary of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the different aspects 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 out on any of the action do not stress we’re tape-recording 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 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Free

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration much like to state 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 probably understand our necessary expert enterprise group and limitless our combination operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy 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 subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your organization app syncing and prepared to send e-mail marketing campaigns in just a few minutes there are also lots of other advantages to keeping your information consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also supply a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 support team need to you have any concerns 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 eager to sync our data then send our an email campaign 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 just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may just be able 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 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the additional steps of visiting often or working across multiple web browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Free