Campaign Monitor Insert Table 2022

Lets talk Campaign Monitor Insert Table…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Insert Table

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more individuals have simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have numerous individuals on the webinar can truly see the responses being available in thick and quickly we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well practically everybody has voted so if you want to use the poll 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 outcomes so what a great deal of you are already using the port so that’s actually great to see yeah and a little bit of a curiosity going on so some individuals are simply looking to understand more and yeah somebody wanting to link so yeah that’s really insightful which actually helps us make certain we kind of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a few minutes to tell you a 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 email marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and determine the results instantly syncing your data in between these 2 effective apps implies that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company excellent thanks employer therefore simply sailor to enter into a bit more detail 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 Insert Table

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with using 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 questions and we’ve really got two slides worth of those so you may discover that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up right now this is an excellent overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about 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 concerns later on 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 and that’s the beginning 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 third simply on the 15 minutes so and if you do miss out on any of the action don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Insert Table

 

own time and make certain you’ve got all the learnings and before we start the demo similar to to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our essential expert enterprise group and endless our combination works at all but the vital addition it’s likewise where self was timeless and the newer lightening 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 demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your business app syncing and prepared to send out email marketing campaigns in simply a few minutes there are also numerous other benefits to keeping your information consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also provide a few pointers on how to evaluate securely and lastly how to contact the Beaufort 12 assistance group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager to sync our information 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 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 consents from me you may 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 update your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting frequently or working throughout several web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Insert Table