Campaign Monitor Preference Text 2022

Lets talk Campaign Monitor Preference Text…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Preference Text

the technical elements of the combination software application our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a couple of more participants have just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have so many individuals on the webinar can really see the responses can be found in thick and fast we’re getting a little 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 fine looks like well pretty much everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like all right yeah I believe that’s practically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly great to see yeah and a little bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s really informative which actually helps us ensure we type of tailor this to the right 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 adapter is called we need to take a few minutes to inform 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 mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and determine the outcomes instantly syncing your data in between these 2 effective apps means that you’re always dealing with the latest and most accurate information nor from within your Salesforce organization fantastic thanks boss therefore simply 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 Preference Text

you know lasts about 15 minutes we’re also going to offer you an overview of how to get going 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 out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we make it through 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 include your concern thank you and so one thing we will not be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the integration set up right now this is a great overview of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various components 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 any of the action do not 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 two once we have actually done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Preference Text

 

own time and make certain you’ve got all the learnings and prior to we start 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 offered as you will most likely know our necessary expert enterprise group and endless our combination works at all but the important addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a comprehensive demonstration 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 campaigns in simply a couple of minutes there are also lots of other advantages to keeping your data constant between your serum and e-mail 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 create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify receivers and send out an email project and view results we’ll likewise provide a couple of pointers on how to evaluate securely and finally how to call the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail 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 directly via campaign monitor comm however without the extra actions of logging in often or working across several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Preference Text