Campaign Monitor Marketing Email Vs Transactional Email 2022

Lets talk Campaign Monitor Marketing Email Vs Transactional Email…Hi everyone 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 everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Marketing Email Vs Transactional Email

the technical aspects of the combination 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 anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and state a couple of more individuals 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 getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you men are a fast survey so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still discovering and looking and ready to decide 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 actually see the answers being available 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 feel free to vote alright looks like well basically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I believe that’s basically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already using the connector so that’s truly great to see yeah and a bit of an interest going on so some individuals are simply looking to know more and yeah someone looking to connect so yeah that’s actually informative which actually helps us make sure we type 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 using cm4 SF the connector is called we ought to take a couple of moments to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail campaigns and measure the results immediately syncing your information between these 2 powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce company terrific 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 demo which is

What is a good open rate for email 2020? Campaign Monitor Marketing Email Vs Transactional Email

you understand lasts about 15 minutes we’re also going to provide you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demo is the initial admin and the real setup setup with the combination that said we do ever help 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 actually the combination installed right now this is a great summary of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about 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 currently covered yeah we won’t be covering some concerns 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t worry we’re taping this webinar so we’ll the leading and tail it and get it all sorted 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 watch this in your Campaign Monitor Marketing Email Vs Transactional Email

 

own time and ensure you’ve got all the learnings and prior to we begin the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important professional business group and limitless our integration operates at all but the vital addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the steps to sync your data and send an email 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 all set to send email marketing campaigns in just a few minutes there are likewise many other benefits to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll also offer a few suggestions on how to evaluate safely and lastly how to call the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you might only have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update 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 use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting regularly or working throughout numerous web browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Marketing Email Vs Transactional Email