Campaign Monitor Hq 2022

Lets talk Campaign Monitor Hq…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Hq

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions excellent thanks Ross and say a couple of more participants have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin 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 few details about ourselves we ‘d like to understand a little bit about you men are a quick poll 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 consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have a lot of individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little a pattern 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 all right appear like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like all right yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are simply wanting to know more and yeah someone seeking to link so yeah that’s really insightful which really assists 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 utilizing cm4 SF the adapter is called we ought to take a couple of moments to inform 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 email marketing at for Salesforce mainly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send out email projects and determine the results automatically syncing your information in between these 2 effective apps indicates that you’re constantly working with the current and most precise data nor from within your Salesforce company excellent thanks boss therefore simply sailor to go into a little bit more detail 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 Hq

you understand lasts about 15 minutes we’re also going to supply you an introduction 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 addressing some questions that you sent out 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 actually got 2 slides worth of those so you might find that your question will be covered in that Q&A session however so as we survive 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 add in your question thank you therefore something we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration 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 don’t have actually the combination set up just yet this is a terrific overview of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t fret we’re taping 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 more 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 Hq

 

own time and make certain you have actually got all the knowings and prior to we begin the demo just 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 most likely know our essential professional business group and unlimited our combination works at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re 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 e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing campaigns in just a few minutes there are also many other advantages to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is saving 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 utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance group should you have any concerns 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 actually eager to sync our data then send our an email campaign 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 simply called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just be able to see campaign monitor if your access differs 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 email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm however without the additional actions of logging in often or working throughout multiple internet browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Hq