Campaign Monitor Plans 2022

Lets talk Campaign Monitor Plans…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Plans

the technical elements of the combination 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 looking forward to taking you through the demonstration today and addressing your concerns great thanks Ross and say a few more individuals have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d love to know a little bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many individuals on the webinar can truly see the responses being available in thick and quick we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well pretty much everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like okay yeah I believe that’s basically everyone has 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 truly terrific to see yeah and a little bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone wanting to link so yeah that’s truly informative and that truly assists us make certain we type 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 utilizing cm4 SF the port is called we ought to take a few moments to tell you a 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 primary email marketing at for Salesforce largely due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and determine the results immediately syncing your data between these two powerful apps implies that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization excellent thanks manager 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor Plans

you know lasts about 15 minutes we’re also going to supply 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 as well so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we survive 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 include your question thank you and so something we won’t be covering in today’s demo is the initial admin and the actual installation 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 moment even if you do not have the combination set up right now this is a great overview of essential functions and finest practice for connecting 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 utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not fret 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 be in your inbox so you can return and watch this in your Campaign Monitor Plans

 

own time and make sure you have actually got all the learnings and prior to we kick off the demo just like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably understand our important professional business group and unrestricted our combination works at all but the necessary addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing subscriber data 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 information and send out an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your company app syncing and all set to send e-mail marketing projects in just a few minutes there are also numerous other advantages to keeping your data constant in 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define recipients and send an email project and view results we’ll likewise supply a couple of ideas on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we remain 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 however if you have various authorizations from me you may just be able 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 consents 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 like if you logged into the account straight through campaign monitor comm however without the additional steps of visiting regularly or working across multiple 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 Plans