Campaign Monitor Marketing Funnel 2022

Lets talk Campaign Monitor Marketing Funnel…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know entirely about campaign well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Marketing Funnel

the technical elements of the combination software our collaboration with project screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a couple of more individuals have simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering 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 enjoy to understand a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you men out there are existing customers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many people on the webinar can truly see the answers coming in thick and quickly we’re getting a little a trend but 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 basically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like fine yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently using the connector so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah someone looking to link so yeah that’s truly informative which truly helps us make sure we type of tailor this to the best 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 need to take a few minutes 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 top email marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail campaigns and measure the results automatically syncing your data between these 2 effective apps indicates that you’re always dealing with the most recent and most accurate data nor from within your Salesforce company excellent thanks manager therefore just sailor to enter 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 Marketing Funnel

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you might 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 in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the real installation and the initial admin setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration installed just yet this is a terrific introduction of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about a few of the methods you can use it to simplify automate your email 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 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 been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various 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 figured out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Marketing Funnel

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will most likely understand our vital professional business group and endless our combination works at all but the essential addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted 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 using campaign monitor for Salesforce this adapter 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 effective it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from 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 data and send out an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and all set to send out email marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your information 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 develop 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 data synced for a particular time develop an email campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also provide a few pointers on how to evaluate safely and finally how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we remain 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 but if you have various approvals from me you may only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the extra steps of visiting regularly or working across several internet browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Marketing Funnel