Campaign Monitor Hubspot 2022

Lets talk Campaign Monitor Hubspot…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Hubspot

the technical aspects of the combination software application our partnership with project displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a few more participants have actually just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you guys are a quick poll so I’m simply going to release that now and yeah it’s the subject of how many of you guys out there are existing consumers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have many individuals on the webinar can really see the answers can be found in thick and quick we’re getting a little bit of 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 okay appear like well practically everybody has actually voted so if you want 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 outcomes look like fine yeah I believe that’s basically everyone 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 really great to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah someone looking to link so yeah that’s actually insightful and that really assists us make sure we type 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 connector is called we need to take a couple of moments to tell you a little bit more about what it is I believe 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 extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send e-mail projects and measure the outcomes immediately syncing your data in between these two effective apps suggests that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks manager 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

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have the combination set up just yet this is a terrific overview of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’s the getting going 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 just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress 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 more once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Hubspot

 

own time and make sure you have actually got all the knowings and prior to we kick off the demo similar to to say 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 important expert enterprise group and endless our integration works at all but the important addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be using 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 reveal you how simple it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t an extensive demo of everything that you can do it will show you how you can get your service app syncing and ready to send out e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your data consistent 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 utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise provide a few tips on how to check safely and lastly how to get in touch with the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only 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 update your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 straight by means of campaign monitor comm however without the extra actions of visiting regularly or working across several browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Hubspot