Campaign Monitor Manage Team Not Available In Admin 2022

Lets talk Campaign Monitor Manage Team Not Available In Admin…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Manage Team Not Available In Admin

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more participants have actually simply shown up 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 few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many people on the webinar can actually see the responses coming in thick and quickly we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well practically everybody 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 appear like okay yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s actually terrific to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah somebody looking to link so yeah that’s really informative and that truly assists us ensure 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 using cm4 SF the connector is called we must take a couple of moments to tell you a 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 primary e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and measure the results instantly syncing your data between these two effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce company great thanks employer therefore just sailor to enter into a little 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 Manage Team Not Available In Admin

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find 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 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 therefore one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up just yet this is a fantastic introduction of essential features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on 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 concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier which’s the starting 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 simply on the third simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping 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 have actually done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Manage Team Not Available In Admin

 

own time and make certain you have actually got all the learnings and before we begin the demo much 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 important expert enterprise group and unlimited our integration works at all but the essential addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one email 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 goal will be to send an e-mail project 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 out an e-mail project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in just a few minutes there are likewise numerous other advantages to keeping your data constant in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise supply a few ideas on how to test securely and finally how to contact the Beaufort 12 support team should 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 truly eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your consents 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 log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional steps of visiting frequently or working throughout multiple web browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Manage Team Not Available In Admin