Campaign Monitor Html 2022

Lets talk Campaign Monitor Html…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Html

the technical aspects of the combination software application our collaboration with project displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns great thanks Ross and state a few more individuals have just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous people on the webinar can truly see the responses being available in thick and fast we’re getting a bit of a pattern but 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 practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like alright yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the connector so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply wanting to understand more and yeah somebody wanting to link so yeah that’s actually informative and that really assists us make certain we sort of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we need to take a few 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 top e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and measure the outcomes automatically syncing your information between these two effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce company great thanks manager 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

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you know lasts about 15 minutes we’re also going to provide 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 responding to some concerns 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 really got two slides worth of those so you may 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 really look the Q&A panel at the bottom to add in your concern thank you and so something we won’t be covering in today’s demonstration is the initial admin and the real installation setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now this is a terrific overview of essential functions 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 learn about a few of the ways 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 will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not fret we’re tape-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 2 once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Html

 

own time and ensure you’ve got all the knowings and prior to we begin the demo much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely know our necessary professional business group and limitless our integration operates at all but the important addition it’s likewise where self was timeless 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 demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just 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 a detailed demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send out email marketing projects in just a few minutes there are also numerous other benefits to keeping your information consistent in 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise supply a few suggestions on how to check safely and lastly how to get in touch with 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 simply connected to campaign monitor we’re really eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we’re 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 permissions from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update 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 log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the extra actions of visiting often or working throughout numerous web browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Html