Campaign Monitor Hubspot Integration 2022

Lets talk Campaign Monitor Hubspot Integration…Hi everyone 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 completely about campaign well till all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies 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 everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Hubspot Integration

the technical elements of the combination software application our partnership with campaign displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and say a few more individuals have just arrived so yeah you’re just just in time we’re simply 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’ve shared a couple of information about ourselves we ‘d love to understand a little bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have so many individuals on the webinar can really see the responses being available in thick and quick we’re getting a little 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 all right looks like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like alright yeah I think that’s pretty much everybody has 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 excellent to see yeah and a little bit of a curiosity going on so some individuals are just wanting to know more and yeah somebody looking to connect so yeah that’s really informative and that truly helps us make sure 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 using cm4 SF the connector is called we must take a couple of moments to inform you a bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and measure the outcomes immediately syncing your information between these 2 powerful apps indicates that you’re constantly working with the current and most precise data nor from within your Salesforce company terrific thanks boss and so simply 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 Hubspot Integration

you understand lasts about 15 minutes we’re also going to supply 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 start by responding to some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover 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 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 one thing we will not be covering in today’s demo is the initial admin and the actual installation setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up just yet this is a terrific introduction of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish 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 on however 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 to the demo now which has 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 stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not fret we’re taping 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 remain in your inbox so you can return and watch this in your Campaign Monitor Hubspot Integration

 

own time and make certain you’ve got all the learnings and before we begin 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 readily available as you will most likely know our necessary professional enterprise group and endless our combination works at all but the necessary addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor using existing subscriber 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 steps to sync your data and send out an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your information constant 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 utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail project in campaign monitor and specify receivers and send out an email campaign and view results we’ll also provide a couple of ideas on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and utilize 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 visiting frequently or working throughout multiple web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Hubspot Integration