Campaign Monitor Nashville Tennessee 2022

Lets talk Campaign Monitor Nashville Tennessee…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know entirely about project well up until all Beaufort 12 we much like to take a moment 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 consumer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Nashville Tennessee

the technical elements of the integration software our partnership with campaign displays is over ten 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 answering your questions fantastic thanks Ross and state a couple of more individuals have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start 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 bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the subject of the number of of you guys 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 sort of stuff so Wow it’s excellent to have so many people on the webinar can really see the answers coming in thick and fast 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 fine looks like well practically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the adapter so that’s truly fantastic to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah somebody wanting to connect so yeah that’s actually insightful and that really helps us make sure we sort 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 ought to 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 number one e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail campaigns and determine the outcomes automatically syncing your data between these two powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization terrific thanks manager and so just sailor to go into a bit more detail 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 Nashville Tennessee

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to 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 in fact got 2 slides worth of those so you may discover that your question will be covered because Q&A session however so as we survive 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 include your question thank you and so something we will not be covering in today’s demonstration is the preliminary admin and the real setup 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 simply a minute even if you do not have the integration set up just yet this is a great summary of crucial 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 more about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 demonstration please do add 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 and that’s the getting going with campaign monitor for Salesforce which will cover the different elements 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 do not stress 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 more once we’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Nashville Tennessee

 

own time and make certain you have actually got all the knowings and before we start the demonstration just like to say a few 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 enterprise group and unrestricted our integration operates 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 regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter 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 demo our goal will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your information constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll likewise offer a couple of tips on how to evaluate safely and lastly how to get in touch with 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’ve just linked to campaign monitor we’re actually eager to sync our data then send our an email project 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 simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you might 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 consents 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 utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm however without the additional actions of logging in often or working throughout numerous internet browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Nashville Tennessee