Campaign Monitor Iso 27001 2022

Lets talk Campaign Monitor Iso 27001…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated 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 creators of campaign monitor for Salesforce and handle Campaign Monitor Iso 27001

the technical elements of the combination software application our collaboration with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and say a couple of more participants have simply arrived 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 moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you people are a fast poll so I’m just going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the responses can be found in thick and fast we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well basically everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like fine yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s truly terrific to see yeah and a bit of a curiosity going on so some individuals are just looking to understand more and yeah somebody looking to link so yeah that’s truly informative and that 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 adapter is called we must take a couple of moments to tell 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email campaigns and measure the outcomes automatically syncing your information in between these 2 effective apps means that you’re always dealing with the current and most precise data nor from within your Salesforce organization fantastic thanks manager and so just sailor to go into a little 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 Iso 27001

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 2 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 concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demo is the actual installation and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have the combination installed just yet this is a terrific summary of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to streamline 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 but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 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 Iso 27001

 

own time and make sure you have actually got all the knowings and before we begin the demo much like to say a few 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 know our vital professional enterprise group and limitless our integration operates at all but the important addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with 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 email project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information constant between your serum and e-mail 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 create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and define recipients and send an e-mail campaign and view results we’ll likewise offer a couple of ideas on how to test securely and lastly how to call the Beaufort 12 support group must 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 keen 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 however if you have different permissions from me you may just 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the additional actions of visiting often or working across multiple web browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Iso 27001