Campaign Monitor Outlook Integration 2022

Lets talk Campaign Monitor Outlook Integration…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so firstly my name is grainy and I’m part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Outlook Integration

the technical elements of the integration software application our partnership with project monitors 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 presentation today and addressing your questions terrific thanks Ross and state a couple of more participants have simply shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time but 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 quick survey so I’m just going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients 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 fantastic to have a lot of individuals on the webinar can really see the responses coming in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like okay yeah I think that’s basically everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s really great to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah somebody aiming to connect so yeah that’s really insightful which really assists us make certain we type 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 utilizing cm4 SF the connector is called we should take a couple of moments to tell you a little bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and determine the results automatically syncing your data in between these two effective apps suggests that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization terrific thanks boss and so simply sailor to go into a bit more information 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 Outlook Integration

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you might discover 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 add in your question thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a fantastic overview of key functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some 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 questions later on however if there’s anything that some if there’s anything that springs to mind 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 tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action do not fret we’re recording this webinar so we’ll the top 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 enjoy this in your Campaign Monitor Outlook Integration

 

own time and make certain you’ve got all the learnings and before we start the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our vital professional enterprise group and endless our combination operates at all but the essential addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a top email 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 out an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send e-mail marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail project in campaign monitor and define receivers and send an e-mail project and view results we’ll likewise offer a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually eager to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might 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 update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an email 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 but without the additional steps of visiting regularly or working throughout numerous browser tabs let’s move on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Outlook Integration