Campaign Monitor Parent Company 2022

Lets talk Campaign Monitor Parent Company…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Parent Company

the technical aspects of the combination software our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a few more participants have just shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a little bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have a lot of people on the webinar can truly see the responses coming in thick and quick we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote alright appear like well basically everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the adapter so that’s actually great to see yeah and a bit of a curiosity going on so some people are simply looking to understand more and yeah someone looking to connect so yeah that’s truly informative which actually assists us ensure 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 port is called we need to take a couple of moments to inform you a 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 top email 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 handle your customer data send email campaigns and determine the outcomes automatically syncing your data in between these two powerful apps suggests that you’re constantly dealing with the current and most precise information nor from within your Salesforce company terrific thanks employer and so 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 Parent Company

you know lasts about 15 minutes we’re also going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we won’t be covering in today’s demo is the preliminary admin and the real installation setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up right now this is a fantastic overview of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover 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 questions later on but if there’s anything that some if there’s anything that springs to mind 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 tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various 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 out on 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’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Parent Company

 

own time and make sure you’ve got all the learnings and prior to we kick off the demonstration much like to state a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably understand our vital expert business group and limitless our combination works at all but the important addition it’s also where self was traditional and the more recent lightening user 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 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 number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an e-mail project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your service app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your information constant between your serum and email 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 fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a couple of pointers on how to test securely and finally how to call the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our information 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 in addition to 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 access differs from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the extra steps of visiting often or working across several browser tabs let’s move on 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 Parent Company