Campaign Monitor Last Engagement 2022

Lets talk Campaign Monitor Last Engagement…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Last Engagement

the technical aspects of the combination software application our partnership with campaign displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions fantastic thanks Ross and say a couple of more individuals have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many individuals on the webinar can really see the answers coming in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like alright yeah I believe that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some people are just aiming to understand more and yeah someone aiming to connect so yeah that’s truly informative which truly helps us make sure we type of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we ought to take a couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce largely due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send out email campaigns and determine the outcomes immediately syncing your information between these two effective apps means that you’re always working with the most recent and most accurate information nor from within your Salesforce company excellent thanks boss and so simply sailor to enter into a little bit more information 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 Last Engagement

you understand lasts about 15 minutes we’re also going to supply you an overview of how to get going with utilizing 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 signed up so we’ll have those up on screen also so so you can follow those questions 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 actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is an excellent summary of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action do not worry 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’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Last Engagement

 

own time and make certain you have actually got all the knowings and prior to we start the demonstration 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 readily available as you will most likely understand our important professional business group and limitless our integration works at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo 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 basic it is and how powerful it can be in this demonstration our objective will be to send an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 e-mail campaign 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 campaigns in just a couple of minutes there are likewise numerous other benefits to keeping your information 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify receivers and send out an email project and view results we’ll also offer a few tips on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team must 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 truly keen to sync our information then send our an e-mail campaign 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 authorizations from me you might just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your permissions 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 log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the extra steps of logging in frequently or working across several browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Last Engagement