Campaign Monitor Premier 2022

Lets talk Campaign Monitor Premier…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Premier

the technical aspects of the integration software application our collaboration with project screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time but 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 men are a fast poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you guys 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 type of stuff so Wow it’s fantastic to have so many people on the webinar can truly see the answers coming in thick and quickly 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 do not hesitate 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 minutes time and see what those outcomes look like fine yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s really fantastic to see yeah and a bit of an interest going on so some people are just wanting to understand more and yeah somebody looking to connect so yeah that’s actually insightful which really helps us make certain we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we need to take a couple of moments to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its easy setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send email projects and determine the results instantly syncing your information between these two effective apps means that you’re always dealing with the latest and most precise information nor from within your Salesforce organization fantastic thanks manager and so just sailor to enter into a 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 Premier

you know lasts about 15 minutes we’re likewise going to supply you an introduction of how to start 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 out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got two slides worth of those so you might discover 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 question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the initial admin and the real setup setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed right now this is a great summary of key functions and best practice for linking 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 use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t 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 add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’s the getting going 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 3rd simply on the 15 minutes so and if you do miss out on 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 remain in your inbox so you can return and watch this in your Campaign Monitor Premier

 

own time and make certain you have actually got all the learnings and prior to we begin the demo just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our vital expert enterprise group and limitless our integration operates at all but the necessary addition it’s also where self was traditional and the newer lightening 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 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 top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are likewise lots of other advantages to keeping your data consistent in 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also provide a few pointers on how to evaluate securely and finally how to get in touch with the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re truly keen 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 along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might just be able to see campaign monitor if your access 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 log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the extra actions of logging in frequently or working throughout multiple web browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Premier