Campaign Monitor Outlook Support 2022

Lets talk Campaign Monitor Outlook Support…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 everybody that’s joining us may not know completely about project well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with 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 companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Outlook Support

the technical elements of the integration software application our partnership with project screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and state a couple of more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many people on the webinar can truly see the answers can be found in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well basically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like fine yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah somebody wanting to link so yeah that’s really insightful which truly helps 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 using cm4 SF the port is called we must take a few minutes 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 top e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail projects and determine the results immediately syncing your data in between these two effective apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce organization fantastic thanks manager and so simply sailor to go into a little bit more detail 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 Outlook Support

you understand lasts about 15 minutes we’re also going to offer 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 answering some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your question will be covered because Q&A session however so as we make it through 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 and so one thing we will not be covering in today’s demonstration is the real setup and the initial admin 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 just a minute even if you don’t have the combination set up right now this is a fantastic summary of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on 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 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 which’s the getting going with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t worry we’re 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 remain in your inbox so you can come back and see this in your Campaign Monitor Outlook Support

 

own time and make certain you have actually got all the learnings and before we start the demonstration similar to to state 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 essential professional enterprise group and limitless our combination works at all but the necessary addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send out an email campaign with campaign monitor using existing customer 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 actions to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send out e-mail marketing projects in just a few minutes there are also many other benefits to keeping your data consistent 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and define recipients and send out an email project and view results we’ll also offer a few ideas on how to test securely and finally how to get in touch with the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we remain 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 different authorizations from me you might only 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 most of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the additional actions of visiting regularly or working across several browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Outlook Support