Campaign Monitor Generate Form 2022

Lets talk Campaign Monitor Generate Form…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know entirely about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Generate Form

the technical aspects of the integration software application our collaboration with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a few more individuals have actually just shown up so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to know a little bit about you men are a fast poll so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many people on the webinar can truly see the answers being available in thick and fast 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 feel free to vote fine looks 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 moments time and see what those outcomes look like fine yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s really excellent to see yeah and a bit of an interest going on so some people are simply seeking to understand more and yeah somebody seeking to link so yeah that’s really informative which actually assists us make sure we sort of tailor this to the ideal 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 must 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 number one 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 customer information send out email campaigns and measure the outcomes immediately syncing your information between these 2 powerful apps implies that you’re constantly dealing with the current and most precise data nor from within your Salesforce company terrific thanks boss therefore simply sailor to go into a little 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 Generate Form

you understand lasts about 15 minutes we’re also going to offer 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 addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns 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 get 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 question thank you and so something we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration installed right now this is a great introduction of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped 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 said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re taping 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 have actually done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Generate Form

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our vital expert business group and endless our combination operates at all but the essential addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing projects in simply a few minutes there are also lots of other benefits to keeping your data consistent between your serum and e-mail 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-made fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll also supply a couple of pointers on how to test safely and finally how to contact the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just be able to see campaign monitor if your access differs 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 structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting often or working throughout multiple internet 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 Generate Form