Campaign Monitor Predictions 2022

Lets talk Campaign Monitor Predictions…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human support 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 Predictions

the technical aspects of the combination software our partnership with campaign screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns terrific thanks Ross and say a couple of more participants have actually just shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time however 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 people are a quick poll so I’m just going to launch that now and yeah it’s the topic of how many 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 kind of things so Wow it’s excellent to have many individuals on the webinar can truly see the answers 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 confidential so please do feel free to vote fine looks like well practically everybody has actually voted so if you wish to use 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 fine yeah I believe that’s practically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah someone seeking to connect so yeah that’s really informative and that really assists 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 adapter is called we must take a couple of minutes to tell you a little 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 number one email marketing at for Salesforce mostly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and determine the results instantly syncing your information in between these two powerful apps indicates that you’re constantly working with the current and most precise information nor from within your Salesforce company great thanks boss therefore just sailor to go into a little bit more information 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 Predictions

you understand lasts about 15 minutes we’re likewise going to offer 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 responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your question 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 really look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the combination installed just yet this is a fantastic introduction of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration 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 aspects that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss 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 have actually done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor Predictions

 

own time and ensure you’ve got all the knowings and prior to we start the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary expert enterprise group and limitless our integration operates at all but the essential addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of everything 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 simply a few minutes there are likewise lots of other advantages to keeping your information constant 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 customized fills and setup Salesforce field mappings share your information synced for a particular time produce an e-mail campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also supply a few pointers on how to check securely and finally how to contact the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually keen to sync our data then send our an email project using 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 merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might only be able 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 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 however without the extra actions of visiting regularly or working across several web 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 Predictions