Campaign Monitor In Browser 2022

Lets talk Campaign Monitor In Browser…Hi everybody 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 seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor In Browser

the technical elements of the combination software application our collaboration with project screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and state a few more individuals have just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to understand a little bit about you people are a quick survey so I’m just going to launch 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 sort of stuff so Wow it’s excellent to have so many individuals on the webinar can actually see the responses can be found in thick and quickly 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 alright appear like well pretty much everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes appear like okay yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are already using the connector so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah somebody aiming to link so yeah that’s actually insightful which really assists us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re going 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 tell you a little bit more about what it is I think 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 thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email projects and measure the outcomes automatically syncing your data in between these 2 powerful apps means that you’re always working with the latest and most accurate data nor from within your Salesforce company excellent thanks employer therefore just sailor to go into a little 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 In Browser

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get started 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 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 actually got two slides worth of those so you might find that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you don’t have the combination installed right now this is an excellent overview of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline 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 but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components 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 out on any of the action do not stress we’re tape-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 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 In Browser

 

own time and make certain you’ve got all the learnings and before we begin the demo just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our important expert business group and unlimited our combination works at all but the necessary addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top 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 demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually 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 e-mail marketing campaigns in simply a couple of minutes there are also lots of other advantages to keeping your data consistent in between your serum and email marketing platform not the least of which is saving 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 create customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send out an e-mail project and view results we’ll also supply a few tips on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email structure 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 straight through campaign monitor comm however without the extra actions of visiting frequently or working throughout several web browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor In Browser