Campaign Monitor Oauth 2022

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

the technical aspects of the integration software our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a bit about you men are a fast poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you men out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have numerous individuals on the webinar can truly see the answers being available in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well basically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like fine yeah I believe that’s basically everybody has 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 wanting to know more and yeah someone aiming to link so yeah that’s actually insightful and that actually assists 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 couple of minutes 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 top e-mail marketing at for Salesforce mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the outcomes instantly syncing your information in between these 2 effective apps means that you’re always dealing with the most recent and most accurate information nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to go into a little 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 Oauth

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to get started with utilizing 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 registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we get through 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 and so something we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that stated we do ever help 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 actually the integration set up just yet this is a terrific overview of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to streamline automate your email 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 occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not worry we’re taping 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 remain in your inbox so you can come back and view this in your Campaign Monitor Oauth

 

own time and ensure you have actually got all the knowings and prior to we start the demonstration similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our important expert enterprise group and endless our combination works at all but the vital addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns 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 port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a thorough demonstration of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing projects in just a few minutes there are also lots of other benefits to keeping your data consistent in 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time create an email project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few pointers on how to evaluate securely and lastly how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an e-mail project using 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 just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your consents 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 log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm however without the extra actions of visiting regularly or working throughout multiple browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Oauth