Campaign Monitor Inbound 2022

Lets talk Campaign Monitor Inbound…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 seeing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Inbound

the technical elements of the combination software application our partnership with campaign screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and state a couple of more participants have 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 minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know a little bit about you men are a quick poll so I’m just going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many individuals on the webinar can truly see the answers can be found in thick and quickly 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 anonymous so please do do not hesitate to vote okay looks like well practically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s really terrific to see yeah and a little bit of an interest going on so some individuals are simply looking to know more and yeah someone wanting to link so yeah that’s actually informative and that actually assists us ensure we sort 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 need to take a couple of minutes 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email campaigns and measure the results automatically syncing your information between these two powerful apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce organization excellent thanks boss therefore just sailor to enter into a bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Inbound

you know lasts about 15 minutes we’re also going to offer you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent 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 in that Q&A session however so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed right now this is a fantastic introduction of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the beginning 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 just on the third 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 top and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Inbound

 

own time and make certain you’ve got all the knowings and prior to we kick off the demo much like to say a couple of 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 vital professional business group and limitless our integration works at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 top 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 objective will be to send out an email project with campaign monitor using existing subscriber data in Salesforce we’ll begin with 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 data and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out email marketing campaigns in just a couple of minutes there are likewise lots of other benefits to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll also offer a couple of tips on how to test safely and lastly how to contact the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our data 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 simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you might 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the additional steps of visiting regularly or working throughout numerous browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Inbound