Campaign Monitor Help 2022

Lets talk Campaign Monitor Help…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first off my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Help

the technical aspects of the integration software application our partnership with campaign displays is over ten 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 fantastic thanks Ross and state a couple of more participants have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to know a little bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many people on the webinar can truly see the responses can be found in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are just aiming to know more and yeah somebody looking to link so yeah that’s truly informative and that actually helps 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 adapter is called we should take a couple of 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 primary email marketing at for Salesforce largely due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out email projects and measure the outcomes automatically syncing your information between these 2 effective apps implies that you’re always working with the current and most precise information nor from within your Salesforce company fantastic thanks employer therefore just sailor to go into a little 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

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you registered 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 question will be covered because Q&A session however so as we survive 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 include your question thank you and so one thing we will not be covering in today’s demo is the real setup and the initial admin setup with the integration that said we do ever assist page that covers this preliminary 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 terrific overview of crucial functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently 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 demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting started 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not stress we’re recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Help

 

own time and make sure you have actually got all the knowings and before we kick off the demo much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our essential professional business group and limitless our integration works at all but the important addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to 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 port by Beaufort 12 is a number one email 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 an e-mail project with campaign monitor utilizing existing subscriber 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 data and send out an email project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your company app syncing and ready to send out e-mail marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your information constant in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise provide a couple of suggestions on how to evaluate securely and finally how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly keen to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might just 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 authorizations 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 precisely the same as if you logged into the account straight via campaign monitor comm however without the additional actions of logging in regularly or working across numerous web browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Help