Campaign Monitor Insights Api 2022

Lets talk Campaign Monitor Insights Api…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 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 first of all my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Insights Api

the technical elements of the combination software our partnership with campaign displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions excellent thanks Ross and say a couple of more individuals have just gotten here so yeah you’re simply 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 but in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have many individuals on the webinar can actually see the responses can be found in thick and quick we’re getting a little 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 appear like well pretty much everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like fine yeah I believe that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are just aiming to know more and yeah somebody aiming to link so yeah that’s really informative and that truly assists us ensure we sort of tailor this to the ideal 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 couple of moments to tell you a little 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 top email marketing at for Salesforce mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out email projects and determine the outcomes instantly syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization fantastic 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 Insights Api

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering 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 really got 2 slides worth of those so you may discover that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demo is the preliminary admin and the actual setup 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 just a moment even if you don’t have the integration set up right now this is a terrific introduction of crucial functions 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 find out 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 questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns 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 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 simply on the third just on the 15 minutes so and if you do miss any of the action don’t 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 two once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Insights Api

 

own time and ensure you have actually got all the learnings and before we kick off the demo just like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our important expert business group and limitless our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send e-mail marketing projects in simply a few minutes there are also many other advantages to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise supply a few ideas on how to check safely and finally how to contact the Beaufort 12 assistance team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re really eager to sync our data then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only have the ability to see campaign monitor if your access 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 building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the additional steps of visiting often or working throughout multiple browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Insights Api