Campaign Monitor Maintenance 2022

Lets talk Campaign Monitor Maintenance…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing 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 present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Maintenance

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and state a few more individuals have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still finding out and looking 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 numerous people on the webinar can actually see the answers can be found in thick and quick 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 do not hesitate to vote all right looks like well pretty much everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually great to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah someone aiming to link so yeah that’s truly informative which really helps us make sure we kind of tailor this to the ideal 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 must take a few minutes 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 top email marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email campaigns and determine the outcomes instantly syncing your data in between these 2 powerful apps indicates that you’re constantly working with the most recent and most precise information nor from within your Salesforce organization fantastic thanks employer and so simply sailor to go into a little bit more information 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 Maintenance

you understand lasts about 15 minutes we’re also going to provide 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 addressing some concerns 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 in fact got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get 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 include your concern thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real setup setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up right now this is a terrific summary of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not 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 demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been 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 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re 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 more once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Maintenance

 

own time and ensure you’ve got all the knowings and prior to we begin the demo much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our important professional business group and unrestricted our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a comprehensive demo of everything that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is conserving 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also provide a couple of pointers on how to check securely and finally how to call the Beaufort 12 assistance group ought to you have any questions 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 really eager to sync our information then send our an e-mail campaign 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 merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you might just 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly through campaign monitor comm but without the extra steps of logging in regularly or working throughout several 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 Maintenance