Campaign Monitor If 2022

Lets talk Campaign Monitor If…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor If

the technical elements of the combination software our partnership with project screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a couple of more individuals have simply arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a little bit about you men are a fast poll so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing clients versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have numerous people on the webinar can really see the answers can be found in thick and fast 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 okay appear like well basically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like fine yeah I think that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah somebody looking to connect so yeah that’s really informative which really assists us ensure we kind of tailor this to the best 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 should take a few minutes 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 easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email projects and measure the results instantly syncing your information between these 2 powerful apps means that you’re always working with the most recent and most accurate data nor from within your Salesforce company excellent thanks manager and so simply sailor to enter 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 If

you know lasts about 15 minutes we’re also going to offer you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent 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 might find that your concern 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 concern that isn’t covered please do in fact 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 demo is the real installation and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration set up right now this is a great overview of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes 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 actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t fret 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 be in your inbox so you can return and view this in your Campaign Monitor If

 

own time and ensure you have actually got all the learnings and before we start the demo much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our important professional enterprise group and endless our combination operates at all but the vital addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 port 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 effective it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise numerous other advantages to keeping your data constant 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a few pointers on how to evaluate securely and lastly how to contact 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’ve simply connected to campaign monitor we’re truly eager 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 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 authorizations 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 upgrade your approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the additional actions of logging in often or working throughout multiple internet 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 If