Campaign Monitor Internal Communications 2022

Lets talk Campaign Monitor Internal Communications…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know totally about project well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Internal Communications

the technical elements of the integration software application our partnership with project monitors is over ten 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 concerns terrific thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have many individuals on the webinar can really see the responses being available in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like okay yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are already using the port so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are just seeking to know more and yeah someone aiming to link so yeah that’s really informative and that actually helps 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 port is called we need to take a couple of minutes to inform 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 primary email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out e-mail campaigns and determine the outcomes immediately syncing your data between these 2 effective apps means that you’re always working with the current and most accurate data nor from within your Salesforce company terrific thanks manager 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 demonstration which is

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

you understand lasts about 15 minutes we’re also going to offer you a summary 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 concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really 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 survive 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 add in your question thank you and so something we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up right now this is a terrific summary of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t fret 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’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Internal Communications

 

own time and make certain you have actually got all the knowings and before we begin the demo similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our important professional enterprise group and limitless our integration works at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter 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 an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in just a few minutes there are likewise many other advantages to keeping your data consistent 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also provide a couple of ideas on how to evaluate safely and lastly how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting frequently or working throughout multiple browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Internal Communications