Campaign Monitor Macro Tracking 2022

Lets talk Campaign Monitor Macro Tracking…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off 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 businesses with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Macro Tracking

the technical elements of the combination software application our collaboration with project monitors is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a few more participants have simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute 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 fast survey so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of individuals on the webinar can actually see the answers coming in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright looks like well practically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I think that’s practically everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s really fantastic to see yeah and a little bit of an interest going on so some people are simply looking to know more and yeah someone looking to link so yeah that’s actually insightful which really assists us make sure we type of tailor this to the right 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 must 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 largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and determine the outcomes immediately syncing your information between these two effective apps implies that you’re always dealing with the latest and most accurate information nor from within your Salesforce organization terrific thanks boss therefore 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 Macro Tracking

you understand lasts about 15 minutes we’re likewise going to supply you an overview 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 responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the initial admin and the actual installation setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed just yet this is a terrific introduction of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes 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 to the demonstration now which has been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted 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 return and see this in your Campaign Monitor Macro Tracking

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration just like to state 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 important expert business group and unlimited our integration operates at all but the important addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 adapter by Beaufort 12 is a primary 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 an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your information and send an email project well this isn’t an extensive demo of everything 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 simply a few minutes there are likewise many other advantages to keeping your data constant between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send out an email campaign and view results we’ll also provide a few suggestions on how to check securely and finally how to contact the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our data then send our an email project utilizing 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 just called campaign monitor I’m seeing this as an admin however if you have various consents from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations 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 log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm however without the additional steps of logging in often or working across multiple internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Macro Tracking