Campaign Monitor Iso 2022

Lets talk Campaign Monitor Iso…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Iso

the technical elements of the integration software our partnership with campaign 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 demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a 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 consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have a lot of people on the webinar can really see the answers being available in thick and fast we’re getting a little 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 fine appear like well practically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like fine yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s really terrific to see yeah and a bit of an interest going on so some people are just seeking to know more and yeah someone wanting to link so yeah that’s truly informative and that actually helps us make certain 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 using cm4 SF the port is called we need to take a couple of minutes to tell you a 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 primary email marketing at for Salesforce mostly due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and determine the results automatically syncing your information in between these two effective apps implies that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization great thanks employer therefore just sailor to enter 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

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin with using 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 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 might discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration set up just yet this is a terrific summary of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that comes 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 over to the demo now which has actually been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for just on the third just 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 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 remain in your inbox so you can come back and enjoy this in your Campaign Monitor Iso

 

own time and ensure you’ve got all the learnings and before we start the demo just like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our important professional business group and limitless our integration works at all but the important addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send e-mail marketing projects in simply a few minutes there are likewise many other advantages to keeping your data constant in 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define receivers and send an e-mail project and view results we’ll also offer a few ideas on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really keen to sync our data 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 merely called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting often or working across several browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Iso