Campaign Monitor Live Chat 2022

Lets talk Campaign Monitor Live Chat…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Live Chat

the technical aspects of the combination software application our partnership with campaign screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a little bit about you men are a quick survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have many people on the webinar can really see the answers coming in thick and quickly we’re getting a little 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 fine appear like well pretty much everyone has actually voted so if you wish to use 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 alright yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply wanting to understand more and yeah someone wanting to connect so yeah that’s really insightful which truly assists us ensure we type 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 utilizing cm4 SF the adapter is called we ought to 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 email marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send e-mail projects and determine the results immediately syncing your data in between these two powerful apps indicates that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce company terrific thanks employer and so just sailor to go into a 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 Live Chat

you understand lasts about 15 minutes we’re also going to provide you a summary 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 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 two slides worth of those so you might find that your question will be covered because 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 really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that said we do ever help page that covers this preliminary 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 right now this is a terrific introduction of crucial functions and best 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 utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been recorded by Ross earlier which’s the beginning 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 simply on the 15 minutes so and if you do miss out on any of the action don’t worry 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Live Chat

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our necessary professional business group and limitless our combination operates at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most 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 number one 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 goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing campaigns in simply a couple of minutes there are also lots of 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 utilizing the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a couple of ideas on how to test securely and lastly how to call the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly eager to sync our information then send our an e-mail project utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may 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 upgrade 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the extra actions of visiting frequently or working throughout several internet browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Live Chat