Campaign Monitor Module 2022

Lets talk Campaign Monitor Module…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Module

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions excellent thanks Ross and say a couple of more participants have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many people on the webinar can truly see the responses being available in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right looks like well pretty much everybody has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like okay yeah I believe that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are simply wanting to understand more and yeah somebody looking to link so yeah that’s really insightful and that truly assists us ensure we kind of tailor this to the right 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 connector is called we need to take a few minutes to inform you a 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 top email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send e-mail projects and measure the outcomes immediately syncing your information between these two powerful apps means that you’re always dealing with the most recent and most precise data nor from within your Salesforce organization terrific 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Module

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to get going 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 too so so you can follow those questions and we’ve really got two slides worth of those so you might find that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a question 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 preliminary admin and the real setup setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have the integration installed just yet this is a terrific introduction of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions 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 and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not fret 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 more once we have actually done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Module

 

own time and make sure you have actually got all the knowings and before we kick off the demonstration similar to to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our essential professional business group and unlimited our combination works at all but the vital addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our objective will be to send an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing campaigns in just a couple of minutes there are also many other benefits to keeping your data constant in between your serum and e-mail marketing platform not the least of which is saving 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 using the import wizard develop custom-made 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 an e-mail campaign and view results we’ll likewise offer a few pointers on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually eager to sync our data 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 along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade 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 precisely the like if you logged into the account directly by means of campaign monitor comm however without the extra actions of visiting frequently or working across numerous internet browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Module