Campaign Monitor Gen Z 2022

Lets talk Campaign Monitor Gen Z…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Gen Z

the technical aspects of the combination software our collaboration with campaign screens is over 10 years old so myself and my team 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 terrific thanks Ross and state a few more participants have actually simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you people are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have so many individuals on the webinar can truly see the responses coming in thick and fast 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 okay appear like well pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like alright yeah I think that’s pretty much everybody has 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 actually great to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah someone seeking to connect so yeah that’s actually informative which truly assists us make sure we kind 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 port is called we need to take a few minutes 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 number one email marketing at for Salesforce largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail campaigns and measure the outcomes automatically syncing your data in between these 2 effective apps means that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization excellent thanks boss therefore just sailor to go 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 Gen Z

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you may discover that your question will be covered because Q&A session but so as we survive 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 add in your concern thank you therefore one thing we will not be covering in today’s demo is the real installation and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up just yet this is a terrific introduction of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action don’t fret we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Gen Z

 

own time and make sure you’ve got all the learnings and prior to we start the demonstration just like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our essential expert enterprise group and limitless our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send email marketing campaigns in just a couple of minutes there are likewise numerous other advantages to keeping your data consistent in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send an email campaign and view results we’ll also provide a couple of suggestions on how to evaluate safely and finally how to call the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re actually keen 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different 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 approvals 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the additional steps of visiting regularly or working throughout several web browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Gen Z