Campaign Monitor Pay As You Go 2022

Lets talk Campaign Monitor Pay As You Go…Hi everyone 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 viewing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Pay As You Go

the technical elements of the combination software our partnership with campaign 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 presentation today and answering your questions terrific thanks Ross and state a few more individuals have just shown up so yeah you’re just 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 minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast poll so I’m just going to release that now and yeah it’s the subject of the number of of you guys out there are existing consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many individuals on the webinar can actually see the responses being available in thick and quick we’re getting a bit of 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 all right appear like well basically everyone 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 results look like okay yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s truly fantastic to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to know more and yeah someone wanting to connect so yeah that’s truly informative which truly assists us make sure we sort 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 connector is called we should take a few minutes to inform 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 email marketing at for Salesforce largely due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send out email projects and determine the outcomes immediately syncing your information in between these 2 effective apps suggests that you’re always working with the current and most accurate data nor from within your Salesforce company terrific thanks manager 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 Pay As You Go

you understand lasts about 15 minutes we’re likewise going to provide you an overview 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 addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions 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 however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the combination 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 actually the combination set up just yet this is an excellent summary of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more about some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the beginning 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 just on the third just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Pay As You Go

 

own time and make certain you have actually got all the learnings and prior to we start the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary expert enterprise group and endless our integration operates at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter 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 powerful it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing projects in simply a couple of minutes there are also many other advantages to keeping your information consistent between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll also provide a couple of suggestions on how to test securely and finally how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really keen to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various authorizations 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 permissions 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 utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the extra steps of logging in regularly or working throughout multiple browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Pay As You Go