Campaign Monitor Frequently Asked Questions 2022

Lets talk Campaign Monitor Frequently Asked Questions…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a moment 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 uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Frequently Asked Questions

the technical aspects of the combination software our collaboration with project displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and say a few more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to release that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many individuals on the webinar can truly see the responses coming in thick and quick we’re getting a bit of 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 basically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like okay yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are simply aiming to understand more and yeah someone aiming to connect so yeah that’s really insightful and that truly helps us ensure 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 need to take a couple of moments 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 mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out email campaigns and determine the outcomes immediately syncing your data in between these 2 effective apps indicates that you’re constantly dealing with the latest and most accurate data nor from within your Salesforce organization fantastic thanks manager therefore simply sailor to enter into a little bit more information 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 Frequently Asked Questions

you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your concern will be covered because Q&A session however 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 include your question thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual installation 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 moment even if you don’t have the combination set up right now this is a great overview of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes 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 to the demo now which has actually been recorded by Ross earlier and that’s the starting 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 just on the 3rd 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 figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Frequently Asked Questions

 

own time and make sure you’ve got all the knowings and before we begin the demonstration much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our essential professional enterprise group and limitless our integration operates at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns 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 connector by Beaufort 12 is a top 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 actually simply been set up and connected to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send out email marketing projects in simply a few minutes there are also many other benefits to keeping your data 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also supply a few pointers on how to evaluate safely and finally 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 state that we’ve just linked to campaign monitor we’re really keen to sync our data then send our an e-mail campaign 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 various approvals from me you may just 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 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 precisely the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting often or working across multiple browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Frequently Asked Questions