Campaign Monitor Preview Email Clients 2022

Lets talk Campaign Monitor Preview Email Clients…Hi everybody 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 seeing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Preview Email Clients

the technical aspects of the integration software our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a few more individuals have just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have so many people on the webinar can really see the answers being available in thick and fast we’re getting a little 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 fine appear like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like all right yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s really terrific to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah somebody looking to link so yeah that’s really informative and that actually assists 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 utilizing cm4 SF the port is called we need to take a couple of moments to inform 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 top e-mail marketing at for Salesforce largely due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail projects and determine the outcomes immediately syncing your information in between these two effective apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce company great thanks boss therefore simply 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 Preview Email Clients

you understand lasts about 15 minutes we’re also 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 begin 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 in fact got two slides worth of those so you may find that your concern will be covered because 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 actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the actual setup and the initial admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have the combination installed just yet this is a fantastic overview of crucial functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however 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 demo now which has been tape-recorded by Ross earlier and that’s the starting 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 just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Preview Email Clients

 

own time and make sure you’ve got all the learnings and prior to we start the demo similar to 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 know our important expert business group and unrestricted our integration operates at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to 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 e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing campaigns in simply a few minutes there are likewise lots of other benefits to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also supply a few pointers on how to check safely and lastly how to call the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using 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 just 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 gain access to differs from what you see here you can ask your Salesforce system administrator to upgrade your permissions the campaign monitor lightning app is where we’ll be doing most 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 like if you logged into the account straight by means of campaign monitor comm however without the extra actions of logging in regularly or working throughout numerous internet browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Preview Email Clients