Campaign Monitor Muncheye 2022

Lets talk Campaign Monitor Muncheye…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Muncheye

the technical aspects of the integration software our collaboration with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a few more participants have 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 into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a little bit about you people are a quick survey so I’m just going to release that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have numerous people on the webinar can actually see the responses can be found 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 all right looks like well pretty much everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like all right yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the connector so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody seeking to connect so yeah that’s truly informative and that actually assists us make sure 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 need to take a couple of minutes 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 primary email marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and determine the results automatically syncing your information in between these two powerful apps suggests that you’re always working with the current and most precise data nor from within your Salesforce organization terrific thanks boss and so simply sailor to enter 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 Muncheye

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with using 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 registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have got a concern 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 demonstration is the real installation and the preliminary admin setup with the combination that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is an excellent overview of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not 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 questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various components 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 any of the action don’t fret we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Muncheye

 

own time and make certain you’ve got all the learnings and before we kick off the demo just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our important expert enterprise group and endless our integration works at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t an extensive demo of everything that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing campaigns in simply a few minutes there are also numerous 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise offer a couple of suggestions on how to check securely and finally how to call the Beaufort 12 support team must 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 really keen to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various approvals from me you may just 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the extra steps of logging in frequently or working throughout several internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Muncheye