Campaign Monitor Help Docs 2022

Lets talk Campaign Monitor Help Docs…Hi everybody and thank you so much 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 completely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Help Docs

the technical aspects of the integration software our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more individuals have actually just arrived so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you men are a fast poll so I’m just going to launch 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 learning and looking 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 fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine looks like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results appear like fine yeah I think that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody aiming to connect so yeah that’s really insightful which truly assists us ensure we sort of tailor this to the ideal 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 couple of minutes to tell you a bit more about what it is I think 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 easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail campaigns and determine the outcomes immediately syncing your data in between these two powerful apps implies that you’re always working with the current and most precise data nor from within your Salesforce organization great thanks employer and so just 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 Help Docs

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent out 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 2 slides worth of those so you may discover that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demo is the real setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination installed just yet this is a terrific overview of key features 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 methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different aspects 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 don’t worry we’re 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 two once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Help Docs

 

own time and ensure you’ve got all the knowings and before we kick off the demonstration just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our important professional enterprise group and unlimited our integration operates at all but the essential addition it’s also where self was timeless 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing campaigns in just a couple of minutes there are also many other advantages to keeping your information constant 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-made fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to test securely and lastly how to get in touch with the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen 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 in addition to 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 might just 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 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 precisely the like if you logged into the account directly via campaign monitor comm but without the extra actions of visiting regularly or working across several web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Help Docs