Campaign Monitor Permission 2022

Lets talk Campaign Monitor Permission…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our particular 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 project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Permission

the technical aspects of the integration software application our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more participants have just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand 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 the number of of you men out there are existing clients versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic 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 anonymous so please do feel free to vote okay appear like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like alright yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are just aiming to know more and yeah somebody seeking to connect so yeah that’s truly insightful which actually assists us ensure we type of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we should take a few moments 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 email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out e-mail projects and measure the outcomes immediately syncing your information in between these 2 powerful apps implies that you’re always working with the latest and most precise data nor from within your Salesforce company excellent thanks manager and so just sailor to go into a 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 Permission

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions 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 really got two slides worth of those so you may discover that your question will be covered because Q&A session however so as we survive 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 won’t be covering in today’s demo is the real installation and the initial admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration set up just yet this is a terrific summary of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add 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 getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said 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 stress we’re taping 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 more once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Permission

 

own time and make sure you have actually got all the knowings and prior to we kick off the demonstration similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our essential expert business group and unlimited our combination works at all but the important addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your business app syncing and all set to send e-mail marketing projects in just a few minutes there are likewise lots of other benefits to keeping your information constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll likewise provide a few pointers on how to evaluate securely and lastly how to call the Beaufort 12 support team ought to 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 truly keen to sync our information then send our an e-mail project using 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 just called campaign monitor I’m seeing this as an admin but if you have different consents from me you might only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the additional actions of logging in frequently or working throughout several internet browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Permission