Campaign Monitor &Lt Single Line &Gt 2022

Lets talk Campaign Monitor &Lt Single Line &Gt…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know entirely about project well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor &Lt Single Line &Gt

the technical elements of the combination software application our partnership with project 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 answering your concerns excellent thanks Ross and state a couple of more individuals have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing consumers 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 kind of stuff so Wow it’s fantastic to have so many people on the webinar can really see the responses can be found in thick and quickly we’re getting a little bit of a trend 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 appear like well pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like alright yeah I think that’s practically 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 actually excellent to see yeah and a bit of an interest going on so some people are simply aiming to know more and yeah someone aiming to link so yeah that’s really insightful and that actually helps us make certain we sort 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 utilizing cm4 SF the connector 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 primary email marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail projects and determine the results immediately syncing your data in between these two powerful apps means that you’re constantly working with the current and most accurate data nor from within your Salesforce organization fantastic thanks employer and so just 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 &Lt Single Line &Gt

you understand lasts about 15 minutes we’re likewise going to offer you an introduction 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 responding to some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your question will be covered because 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 actually 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 demonstration is the real setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the integration installed just yet this is an excellent summary of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that comes 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 over to the demo now which has been taped by Ross earlier and that’s the starting 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 out on any of the action do not worry 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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor &Lt Single Line &Gt

 

own time and make certain you’ve got all the knowings and before we begin the demonstration much like to say 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 vital professional enterprise group and endless our integration operates at all but the important addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port 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 email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a detailed demo of whatever that you can do it will show you how you can get your organization 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 data 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 develop 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 particular time create an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also offer a few tips on how to check safely and lastly 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 state that we have actually just linked to campaign monitor we’re actually keen to sync our data 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might just have the ability 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 e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm but without the extra steps of visiting frequently or working throughout numerous browser tabs let’s carry on to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor &Lt Single Line &Gt