Campaign Monitor Ifmemberof 2022

Lets talk Campaign Monitor Ifmemberof…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Ifmemberof

the technical elements of the integration software our collaboration with project screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns great thanks Ross and say a couple of more participants have actually just shown up so yeah you’re just in the nick of time we’re simply 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 have actually shared a few information about ourselves we ‘d love to understand a bit about you guys are a fast poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous people on the webinar can actually see the answers can be found in thick and quick 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 feel free to vote fine looks like well basically everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like alright yeah I believe that’s practically everyone has voted there so thank you a lot 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 little bit of an interest going on so some people are simply seeking to know more and yeah someone looking to link so yeah that’s actually informative and that truly assists us make certain 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 adapter is called we must take a few moments to tell 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 easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and determine the results immediately syncing your information in between these 2 powerful apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce organization terrific thanks boss therefore just 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 Ifmemberof

you know lasts about 15 minutes we’re also going to offer you a summary 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 responding to some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question will be covered because Q&A session however so as we get through 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 include your concern thank you and so something we will not be covering in today’s demonstration is the real installation and the initial 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 just a moment even if you do not have actually the combination installed just yet this is an excellent introduction of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to simplify 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 concerns later however if there’s anything that some if there’s anything that occurs 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 demo now which has actually been tape-recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss any of the action do not fret we’re recording 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 Ifmemberof

 

own time and ensure you’ve got all the knowings and before we begin the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our vital expert enterprise group and unlimited our integration works at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email 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 project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project 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 campaigns in just a couple of minutes there are also many other benefits to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also provide a few pointers on how to evaluate safely and finally how to contact the Beaufort 12 support group ought to 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 actually eager to sync our information then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin but if you have different permissions from me you may just be able to see campaign monitor if your access differs 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 most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the additional steps of visiting frequently or working throughout numerous internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Ifmemberof