Campaign Monitor Gdpr Compliance 2022

Lets talk Campaign Monitor Gdpr Compliance…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Gdpr Compliance

the technical elements of the integration software application our partnership with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions great thanks Ross and say a couple of more participants have actually simply arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a bit about you guys are a quick survey so I’m just going to launch 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 discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the answers coming 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 confidential so please do do not hesitate to vote all right looks like well practically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like alright yeah I think that’s basically everyone has actually 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 know more and yeah somebody seeking to link so yeah that’s actually insightful which truly 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 connector is called we ought to take a few moments to inform 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 top e-mail marketing at for Salesforce largely due to its simple setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and determine the outcomes automatically syncing your information in between these 2 effective apps suggests that you’re always working with the latest and most precise data nor from within your Salesforce organization terrific thanks boss therefore just sailor to enter into a bit more information 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 Gdpr Compliance

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 in fact got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demonstration is the actual 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 just a moment even if you don’t have the combination set up right now this is a terrific summary of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods 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 concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration 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 taped 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 said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re tape-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’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Gdpr Compliance

 

own time and ensure you have actually got all the learnings and prior to we begin the demonstration just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our important professional business group and unlimited our integration works at all but the essential addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has 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 whatever that you can do it will reveal you how you can get your organization app syncing and ready to send out e-mail marketing projects in just a few minutes there are also lots of other benefits to keeping your information constant 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also offer a couple of tips on how to evaluate safely and finally how to get in touch with 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’ve simply connected to campaign monitor we’re actually eager to sync our data then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm however without the extra actions of visiting frequently or working across multiple web 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 Gdpr Compliance