Campaign Monitor Linkedin Share 2022

Lets talk Campaign Monitor Linkedin Share…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as simple email 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 developers of campaign monitor for Salesforce and manage Campaign Monitor Linkedin Share

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a couple of more individuals have actually just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of how many of you people 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 type of things so Wow it’s fantastic to have many individuals on the webinar can really see the answers 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 fine appear like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like all right yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the connector so that’s actually terrific to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah someone seeking to connect so yeah that’s actually informative and that really assists us ensure we type of tailor this to the ideal 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 ought 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send e-mail projects and measure the outcomes automatically syncing your information between these two effective apps suggests that you’re constantly working with the current and most accurate information nor from within your Salesforce organization terrific thanks boss and so simply sailor to enter 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 Linkedin Share

you understand lasts about 15 minutes we’re likewise going to supply you a summary of how to get started 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 also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed right now this is an excellent summary of key features 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 methods you can use it to improve 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 on however if there’s anything that some if there’s anything that comes 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 to the demonstration now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components 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 do not stress we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Linkedin Share

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our essential expert enterprise group and limitless our combination operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns 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 connector by Beaufort 12 is a primary e-mail 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 goal will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your company app syncing and prepared to send email marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your information constant in 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 utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and define recipients and send an email campaign and view results we’ll also provide a few tips on how to check safely and lastly how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly eager to sync our information then send our an email project using 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 simply called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might only have the ability 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 permissions 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 use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional actions of visiting often or working across several internet browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Linkedin Share