Campaign Monitor Glossary 2022

Lets talk Campaign Monitor Glossary…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Glossary

the technical aspects of the combination software application our collaboration with campaign screens 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 answering your questions terrific thanks Ross and say a couple of more participants have just shown up so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to understand a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have numerous individuals on the webinar can truly see the answers can be found in thick and quickly 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 practically everybody has actually voted so if you wish to use 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 all right yeah I think that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already using the port so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are just looking to know more and yeah someone seeking to connect so yeah that’s actually informative which really helps us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a few minutes 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 mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email campaigns and measure the results instantly syncing your information between these two powerful apps means that you’re always dealing with the current and most precise information nor from within your Salesforce organization excellent thanks manager and so simply sailor to go into a 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 Glossary

you know lasts about 15 minutes we’re also going to offer you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have 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 demo is the initial admin and the actual installation setup with the integration 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 do not have actually the integration installed just yet this is a great introduction of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to streamline automate your email 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 springs 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 which’s the getting started with campaign monitor for Salesforce which will cover the various components 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 out on any of the action do not fret 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 two once we have actually done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Glossary

 

own time and ensure you have actually got all the knowings and prior to we kick off the demo similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our vital expert enterprise group and endless our combination works at all but the essential addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing subscriber data 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 information and send an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will show you how you can get your organization app syncing and ready to send email marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail project in campaign monitor and define recipients and send an email project and view results we’ll also offer a few tips on how to evaluate safely and lastly how to contact the Beaufort 12 assistance 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 truly keen to sync our information then send our an e-mail project using 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 different approvals from me you might only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm however without the extra actions of logging in often or working throughout numerous browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Glossary