Campaign Monitor Nonprofits 2022

Lets talk Campaign Monitor Nonprofits…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 everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Nonprofits

the technical aspects of the combination software application our partnership with campaign displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions terrific thanks Ross and state a couple of more participants have actually simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a little bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have so many individuals on the webinar can truly see the responses coming in thick and quickly 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 confidential so please do feel free to vote fine looks like well practically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like all right yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s really fantastic to see yeah and a bit of an interest going on so some people are just looking to understand more and yeah somebody wanting to connect so yeah that’s truly insightful which actually helps us make certain 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 ought to take a few moments to inform you a little 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 top email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail projects and determine the results instantly syncing your data between these 2 effective apps means that you’re constantly dealing with the current and most precise information nor from within your Salesforce company great thanks employer therefore just sailor to go 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 Nonprofits

you understand lasts about 15 minutes we’re likewise going to offer 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 begin by responding to some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we make it 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 therefore one thing we will not be covering in today’s demo is the initial admin and the real setup setup with the integration that said we do ever help page that covers this initial action 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 essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the getting going 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 3rd simply on the 15 minutes so and if you do miss out on any of the action do not worry 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 2 once we have actually done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Nonprofits

 

own time and make sure you have actually got all the learnings and prior to we start the demonstration just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our vital professional business group and unlimited our combination operates at all but the vital addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects reports and list views we’ll be using 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing projects in just a few minutes there are likewise numerous other advantages to keeping your data constant 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time create an email project in campaign monitor and specify receivers and send out an email campaign and view results we’ll also offer a couple of suggestions on how to evaluate safely and finally how to contact the Beaufort 12 support group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re really eager to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may only 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 most of our setup an e-mail structure 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 straight through campaign monitor comm but without the additional actions of logging in regularly or working across multiple 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 Nonprofits