Campaign Monitor Outlook 2022

Lets talk Campaign Monitor Outlook…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 everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward email 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 manage Campaign Monitor Outlook

the technical elements of the combination software application our partnership with project displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and say a couple of more participants have just shown up so yeah you’re simply in the nick of 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 minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you guys are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men 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 stuff so Wow it’s great to have a lot of individuals on the webinar can really see the responses being available in thick and fast we’re getting a little a pattern 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 pretty much everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like fine yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the connector so that’s actually excellent to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah somebody looking to link so yeah that’s truly insightful and that actually helps us ensure we sort 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 using cm4 SF the port is called we ought to take a few minutes to tell you a little 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 largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out e-mail projects and determine the results instantly syncing your information between these 2 effective apps indicates that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company terrific thanks employer therefore simply sailor to enter 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

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out 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 2 slides worth of those so you might 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 actually got a question that isn’t covered please do actually 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 demo is the initial admin and the real 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 just a moment even if you don’t have actually the combination installed just yet this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the methods you can use 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 questions later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do include 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 which’s the starting with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress 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 two once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Outlook

 

own time and ensure you’ve got all the learnings and prior to we start the demonstration just like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our vital professional enterprise group and unrestricted our combination operates at all but the vital addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 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 out an email project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your data 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 organization app syncing and prepared to send e-mail marketing campaigns in simply a few 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 produce a customer 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 particular time develop an e-mail project in campaign monitor and define recipients and send out an email project and view results we’ll likewise supply a couple of suggestions on how to check securely and lastly how to get in touch with the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re really eager to sync our information then send our an email campaign using 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 different approvals from me you may 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 upgrade your consents 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 exactly the same as if you logged into the account straight via campaign monitor comm but without the extra steps of logging in often or working across several browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Outlook