Campaign Monitor Integration With Dynamics Crm 2022

Lets talk Campaign Monitor Integration With Dynamics Crm…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Integration With Dynamics Crm

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions great thanks Ross and state a few more participants have actually 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 couple of minutes time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to know a little bit about you men are a fast survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have so many people on the webinar can truly see the answers coming 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 anonymous so please do feel free to vote okay appear like well practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like okay yeah I believe that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a bit of an interest going on so some people are simply wanting to understand more and yeah somebody looking to link so yeah that’s truly insightful which actually helps us ensure we kind 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 adapter is called we need to take a few moments to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email campaigns and determine the outcomes instantly syncing your data in between these two effective apps implies that you’re always dealing with the most recent and most precise data nor from within your Salesforce company excellent thanks employer therefore just sailor to enter 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 Integration With Dynamics Crm

you know lasts about 15 minutes we’re also going to offer you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your question will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up just yet this is an excellent overview of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind 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 recorded by Ross earlier and that’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 simply on the 15 minutes so and if you do miss any of the action do not 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’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Integration With Dynamics Crm

 

own time and make certain you’ve got all the learnings and prior to we kick off the demo just like to say 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 important expert business group and unrestricted our combination works at all but the important addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 port by Beaufort 12 is a number one e-mail 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 goal will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your data 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 service app syncing and all set to send email marketing campaigns in just a couple of minutes there are also many other benefits to keeping your information consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise provide a couple of suggestions on how to check safely and finally how to get in touch with the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an email campaign utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might 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 upgrade your authorizations 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 directly via campaign monitor comm however without the extra steps of visiting frequently or working across multiple internet browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Integration With Dynamics Crm