Campaign Monitor Journey Tutorial 2022

Lets talk Campaign Monitor Journey Tutorial…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about project well till all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Journey Tutorial

the technical aspects of the integration software application our collaboration with campaign displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a few more participants have actually simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right looks like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like okay yeah I think that’s practically everybody 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 truly terrific to see yeah and a little bit of an interest going on so some people are just aiming 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 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 should take a few moments 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and measure the results immediately syncing your data between these 2 powerful apps means that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce company great thanks manager therefore just sailor to enter into a 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 Tutorial

you know lasts about 15 minutes we’re also going to offer 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 addressing some questions that you sent out in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the real installation and the initial admin setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the combination installed right now this is a great overview of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later 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 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 beginning with campaign monitor for Salesforce which will cover the different elements 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 any of the action do not stress we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Journey Tutorial

 

own time and ensure you’ve got all the learnings and before we begin the demonstration similar to to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our important professional enterprise group and endless our integration operates at all but the necessary addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise provide a few ideas on how to check safely and finally how to get in touch with the Beaufort 12 support team should 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 actually 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you might only be able to see campaign monitor if your access varies 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 building 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 however without the extra actions of visiting regularly or working throughout multiple web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Journey Tutorial