Campaign Monitor Not For Profit 2022

Lets talk Campaign Monitor Not For Profit…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Not For Profit

the technical aspects of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great 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 into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you people are a fast poll so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have a lot of individuals on the webinar can truly see the answers can be found in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well practically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like fine yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a great deal of you are currently using the port so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are just seeking to know more and yeah someone looking to connect so yeah that’s really informative and that really assists us ensure we type of tailor this to the right 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 minutes 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 mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out e-mail projects and determine the outcomes instantly syncing your data between these two effective apps means that you’re always dealing with the current and most precise information nor from within your Salesforce organization excellent thanks employer and so just 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 Not For Profit

you know lasts about 15 minutes we’re likewise going to offer you an overview of how to begin with using 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 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 find that your question will be covered in that Q&A session however so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demonstration is the initial admin and the real setup setup with the combination that said we do ever assist 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 actually the combination set up right now this is a terrific introduction of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not stress 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 two once we have actually done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Not For Profit

 

own time and ensure you’ve got all the learnings and before we kick off the demo much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will probably know our essential professional enterprise group and unrestricted our integration works at all but the essential addition it’s likewise where self was traditional and the newer lightening 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 utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email 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 goal will be to send out an email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your information 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 all set to send email marketing projects in just a few minutes there are likewise lots of other advantages to keeping your data consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise offer a couple of suggestions on how to test securely and finally how to call the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our information then send our an email project 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 simply called campaign monitor I’m seeing this as an admin however if you have various consents from me you may just have the ability to see campaign monitor if your gain access to varies 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 e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm however without the additional actions of visiting frequently or working throughout multiple web browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Not For Profit