Campaign Monitor Nashville 2022

Lets talk Campaign Monitor Nashville…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Nashville

the technical elements of the integration software application our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns terrific thanks Ross and say a few more individuals have simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a few 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 men are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many 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 type of things so Wow it’s terrific to have so many individuals on the webinar can actually see the answers can be found in thick and quickly we’re getting a bit of a pattern however 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 everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like all right yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the adapter so that’s actually fantastic to see yeah and a bit of an interest going on so some people are simply looking to understand more and yeah somebody seeking to link so yeah that’s actually insightful which actually helps us ensure we kind 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 connector is called we should take a few moments 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 primary email marketing at for Salesforce mostly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out email projects and measure the outcomes instantly syncing your information between these 2 effective apps implies that you’re constantly working with the latest and most accurate information nor from within your Salesforce company great thanks boss therefore simply sailor to enter 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

you know lasts about 15 minutes we’re also going to provide you a summary of how to begin 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 out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the preliminary admin and the real setup setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a great introduction of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that springs 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 demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re 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 more once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Nashville

 

own time and ensure you’ve got all the knowings and before we start the demo much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our essential expert enterprise group and unrestricted our combination works at all but the essential addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with 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 show you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing subscriber information 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 actions to sync your data and send out an email campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are likewise lots of other advantages to keeping your information consistent 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 utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also supply a few tips on how to evaluate safely and finally how to call the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re really keen to sync our data then send our an email project using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the extra steps of logging in regularly or working across numerous web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Nashville