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Lets talk Campaign Monitor Godaddy How To Txt…Hi everyone 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 seeing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Godaddy How To Txt

the technical elements of the combination software our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns great thanks Ross and say a couple of more participants have just gotten here so yeah you’re simply in the nick of 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 moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many individuals on the webinar can really see the responses can be found in thick and quickly we’re getting a little 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 alright looks like well pretty much 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 minutes time and see what those outcomes look like fine 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 currently using the adapter so that’s truly great to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah someone seeking to connect so yeah that’s really informative and that really helps 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 using cm4 SF the connector is called we need to take a few minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out email campaigns and determine the results instantly syncing your data in between these two powerful apps suggests that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization excellent thanks manager and so simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find 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 actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the preliminary admin and the actual setup setup with the combination that said we do ever assist page that covers this initial action 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 features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to simplify 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 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 actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry we’re recording this webinar so we’ll the top and tail it and get it all figured 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 come back and watch this in your Campaign Monitor Godaddy How To Txt

 

own time and ensure you’ve got all the learnings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our important expert business group and endless our integration works at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy 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 utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your business app syncing and ready to send email marketing projects in just a couple of minutes there are also numerous other benefits to keeping your information 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 using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also offer a few tips on how to check securely and lastly how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually 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 remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you may only have the ability to see campaign monitor if your gain access to varies 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 e-mail building 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 straight via campaign monitor comm but without the extra steps of visiting regularly or working throughout several browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Godaddy How To Txt