Campaign Monitor Journey Date Range 2022

Lets talk Campaign Monitor Journey Date Range…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 totally about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human support 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 Journey Date Range

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns terrific thanks Ross and state a few more individuals have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to know 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 how many of you people out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have so many individuals on the webinar can really see the answers can be found in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well practically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like okay yeah I believe that’s pretty much everyone 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 port so that’s really great to see yeah and a bit of an interest going on so some people are simply looking to understand more and yeah somebody wanting to link so yeah that’s truly insightful which really helps us make certain we kind 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 using cm4 SF the port is called we should 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail projects and determine the results automatically syncing your information in between these 2 powerful apps indicates that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization terrific thanks boss and so simply sailor to go into a little bit more detail 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 Journey Date Range

you know lasts about 15 minutes we’re also going to offer you an introduction of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you might find 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 concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the integration installed right now 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 about a few of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that springs 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 tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said 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 worry 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 remain in your inbox so you can come back and see this in your Campaign Monitor Journey Date Range

 

own time and ensure you have actually got all the learnings and before we start the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our important expert enterprise group and endless our combination operates at all but the important addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects 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 adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing projects in just a few minutes there are also lots of other benefits to keeping your information constant 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and specify receivers and send an email project and view results we’ll likewise provide a few ideas on how to check safely and lastly how to contact the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really 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 simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able to see campaign monitor if your gain access to differs 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 most of our setup an email structure 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 by means of campaign monitor comm however without the additional actions of visiting frequently or working across numerous web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Journey Date Range