Campaign Monitor Net 2022

Lets talk Campaign Monitor Net…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Net

the technical aspects of the integration software our collaboration with project displays is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more individuals have just arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to know a bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you people out there are existing clients versus those who are still learning 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 so many individuals on the webinar can really see the answers coming in thick and fast 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 feel free to vote all right appear like well pretty much everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s basically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually fantastic to see yeah and a bit of a curiosity going on so some people are just wanting to know more and yeah someone wanting to link so yeah that’s really insightful and that really helps us make sure we kind of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we should take a few moments 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 e-mail marketing at for Salesforce mostly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and determine the outcomes instantly syncing your data between these 2 powerful apps indicates that you’re always working with the current and most precise data nor from within your Salesforce organization great thanks employer therefore simply sailor to enter into a 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 Net

you understand lasts about 15 minutes we’re also going to supply you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the actual installation and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed right now this is a terrific introduction of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to streamline 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action don’t 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 two once we have actually done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Net

 

own time and make certain you have actually got all the knowings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our essential professional business group and unrestricted our combination works at all but the important addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port 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 powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send email marketing campaigns in simply a few minutes there are also many other advantages to keeping your data consistent between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise offer a couple of tips on how to test securely and lastly how to contact the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just 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 remain 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 however if you have various permissions 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building 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 via campaign monitor comm but without the additional steps of logging in often or working across several web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Net