Campaign Monitor Journey Not Working 2022

Lets talk Campaign Monitor Journey Not Working…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know totally about campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Journey Not Working

the technical aspects of the combination software application our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to 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 entering into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to understand a little bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and finding out and ready 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 individuals on the webinar can truly see the answers coming in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine appear like well pretty much everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like okay yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the adapter so that’s truly terrific to see yeah and a little bit of a curiosity going on so some people are just aiming to understand more and yeah somebody wanting to connect so yeah that’s actually insightful and that truly assists 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 using cm4 SF the port is called we need to take a few 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 top e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail projects and measure the outcomes instantly syncing your data between these 2 effective apps suggests that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization excellent thanks boss therefore simply sailor to go into a 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 Journey Not Working

you understand lasts about 15 minutes we’re likewise 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 answering some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you may 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 concern thank you and so one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that stated we do ever assist 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 combination set up right now this is a terrific introduction of essential functions and best 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 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 will not 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 demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier which’s the getting going 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 do not stress we’re taping 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 two once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Journey Not Working

 

own time and make sure you’ve got all the learnings and before we start the demo similar to 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 most likely understand our vital professional business group and unrestricted our integration operates at all but the important addition it’s also where self was traditional and the newer lightening 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 using 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 e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in simply a couple of minutes there are also many other advantages to keeping your data consistent between your serum and email 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 using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send out an email campaign and view results we’ll also provide a few tips on how to test securely and finally how to contact the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really keen to sync our data then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building 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 straight via campaign monitor comm however without the extra steps of visiting regularly or working across multiple browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Journey Not Working