Campaign Monitor Matrix 2022

Lets talk Campaign Monitor Matrix…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I belong to the campaign monitor consumer experience group 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 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 manage Campaign Monitor Matrix

the technical aspects of the combination software our collaboration with campaign screens is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of individuals on the webinar can actually see the answers being available in thick and quick 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 alright looks like well practically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like okay yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the adapter so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply seeking to know more and yeah someone aiming to link so yeah that’s really insightful and that truly helps us make certain we sort of tailor this to the best 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 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 much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and measure the results immediately syncing your data in between these 2 powerful apps implies that you’re constantly working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks boss therefore just 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 Matrix

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you signed up 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 might discover that your concern will be covered in that 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 therefore one thing we will not be covering in today’s demonstration is the initial admin and the real setup setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed just yet this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier and that’s the getting going 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 simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping 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 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Matrix

 

own time and make certain you’ve got all the learnings and prior to we start 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 available as you will most likely understand our essential professional business group and endless our combination works at all but the vital addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually 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 an extensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your data consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email project in campaign monitor and specify receivers and send out an email project and view results we’ll likewise provide a couple of ideas on how to evaluate safely and finally how to contact 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’ve simply linked to campaign monitor we’re really eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with 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 just be able to see campaign monitor if your access differs 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm but without the extra steps of logging in regularly or working across numerous browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Matrix