Campaign Monitor Logo 600Pixels 2022

Lets talk Campaign Monitor Logo 600Pixels…Hi everybody 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 everyone that’s joining us may not know totally about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Logo 600Pixels

the technical aspects of the integration software our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have actually simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a bit about you guys are a quick poll 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 clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have many people on the webinar can truly see the answers can be found in thick and fast we’re getting a little a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well pretty much everybody has voted so if you wish to use 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 all right yeah I think that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s really fantastic to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody aiming to link so yeah that’s truly insightful and that really assists us make certain we kind 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 adapter is called we should take a couple of moments to inform you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send email campaigns and measure the outcomes automatically syncing your data between these two powerful apps means that you’re constantly working with the latest and most precise information 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 Logo 600Pixels

you understand lasts about 15 minutes we’re likewise going to supply you an overview 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 answering some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve really 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 get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demo is the actual setup and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the integration set up right now this is a fantastic summary of crucial functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns 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 over to the demo now which has been taped by Ross earlier and that’s the beginning 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 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 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 be in your inbox so you can come back and enjoy this in your Campaign Monitor Logo 600Pixels

 

own time and make certain you’ve got all the learnings and before we begin the demonstration just like to state 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 know our necessary professional enterprise group and limitless our integration operates at all but the necessary addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to 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 adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your company app syncing and ready to send out e-mail marketing projects in simply a couple of minutes there are likewise lots of other advantages 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise offer a couple of pointers on how to evaluate securely and finally how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really 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 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 different permissions from me you may only 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure 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 directly through campaign monitor comm but without the extra steps of visiting often or working throughout numerous internet browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Logo 600Pixels