Campaign Monitor Graymail 2022

Lets talk Campaign Monitor Graymail…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so to start with 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 businesses with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Graymail

the technical elements of the integration 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 eagerly anticipating taking you through the demonstration today and answering your questions fantastic thanks Ross and state a couple of more participants have actually simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have a lot of people on the webinar can really see the answers can be found in thick and fast we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like okay yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s actually great to see yeah and a little bit of an interest going on so some people are simply wanting to understand more and yeah someone looking to link so yeah that’s actually informative and that actually assists us make sure we kind of tailor this to the best 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 should take a few moments to inform 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 top e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send e-mail campaigns and measure the results immediately syncing your information in between these 2 powerful apps means that you’re always working with the latest and most accurate information nor from within your Salesforce company terrific thanks manager and so 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 Graymail

you understand lasts about 15 minutes we’re likewise going to provide 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 signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed right now this is an excellent summary of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about some of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said 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 stress we’re taping 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 2 once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Graymail

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely know our vital professional business group and unrestricted our integration operates at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from 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 an email campaign well this isn’t a detailed demo of whatever that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise offer a couple of pointers on how to test safely and finally how to contact the Beaufort 12 assistance team should you have any questions 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 eager to sync our data then send our an email project 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 however if you have various consents from me you may only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your approvals 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the additional steps of logging in regularly or working throughout several browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Graymail