Campaign Monitor Opens 2022

Lets talk Campaign Monitor Opens…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well till all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Opens

the technical elements of the integration software application our collaboration with project displays is over 10 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 concerns fantastic thanks Ross and state a few more participants have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a little bit about you men are a quick poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have so many individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well pretty much everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like fine yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s actually excellent to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody aiming to connect so yeah that’s actually informative and that truly helps us make sure we kind of tailor this to the best 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 adapter is called we ought to take a few moments to tell 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 largely due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send out e-mail campaigns and measure the results automatically syncing your data in between these 2 effective apps suggests that you’re constantly working with the latest and most accurate information nor from within your Salesforce company great thanks boss therefore just sailor to go into a 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 Opens

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 start by answering some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered because 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 in fact look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have actually the integration set up just yet this is a fantastic introduction of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some 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 won’t be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier which’s the beginning 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 simply on the third just on the 15 minutes so and if you do miss any of the action don’t 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 remain in your inbox so you can return and view this in your Campaign Monitor Opens

 

own time and ensure you have actually got all the knowings and before we kick off the demo much 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 most likely understand our important expert business group and limitless our combination operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary 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 goal will be to send an email project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a detailed demo of whatever that you can do it will show you how you can get your business app syncing and ready to send e-mail marketing projects in just a few minutes there are likewise lots of other benefits to keeping your data consistent in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise supply a couple of ideas on how to check safely and lastly how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really keen to sync our information then send our an email campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin but if you have different approvals 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 update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm however without the extra actions of logging in frequently or working throughout numerous internet browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Opens