Campaign Monitor News 2022

Lets talk Campaign Monitor News…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 viewing as everyone that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor News

the technical aspects of the integration software application our partnership 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 looking forward to taking you through the demonstration today and answering your concerns fantastic thanks Ross and state a couple of more participants have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin 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 few information about ourselves we ‘d love to know a bit about you men are a fast poll so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still discovering and looking and ready to decide 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 actually see the responses can be found in thick and quickly we’re getting a 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 appear like well practically everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s pretty much everybody has actually 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 excellent to see yeah and a little bit of a curiosity going on so some individuals are just seeking to understand more and yeah somebody wanting to link so yeah that’s really informative which truly assists us ensure we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we ought 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 better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail campaigns and determine the outcomes automatically syncing your data between these 2 powerful apps indicates that you’re constantly dealing with the current and most precise information nor from within your Salesforce company fantastic thanks boss and so simply sailor to go into a little 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 News

you know lasts about 15 minutes we’re also going to supply you a summary of how to get going with utilizing 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 registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the actual setup setup with the integration that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed just yet this is a fantastic summary of crucial functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can use 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 concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd simply 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 leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor News

 

own time and make certain you have actually got all the learnings and before we start the demo much like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary expert enterprise group and limitless our integration works at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your business app syncing and prepared to send out e-mail marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your information constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and specify recipients and send an email project and view results we’ll also offer a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually keen to sync our information then send our an email campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just 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 upgrade 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight via campaign monitor comm however without the extra steps of visiting frequently or working across several browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor News