Campaign Monitor Privacy Shield 2022

Lets talk Campaign Monitor Privacy Shield…Hi everyone 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 might not know completely about project well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Privacy Shield

the technical aspects of the combination software our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and say a couple of more participants have actually simply shown up so yeah you’re just 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 but in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to know a bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of individuals on the webinar can actually 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 feel free to vote okay looks like well basically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like fine yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently using the adapter so that’s truly terrific to see yeah and a little bit of an interest going on so some individuals are just wanting to know more and yeah someone looking to connect so yeah that’s actually informative and that actually assists us make sure we sort of tailor this to the best 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 ought to take a couple of minutes 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 top e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send e-mail projects and determine the results automatically syncing your data in between these 2 effective apps indicates that you’re always dealing with the current and most accurate data nor from within your Salesforce company fantastic thanks manager therefore just sailor to go into a little 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 Privacy Shield

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with utilizing 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 signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you may find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demonstration is the preliminary admin and the real installation setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination installed just yet this is a fantastic overview of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated 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 tape-recording 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’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Privacy Shield

 

own time and ensure you have actually 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 available as you will most likely know our essential expert enterprise group and limitless our combination works at all but the essential 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 acquainted with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your business app syncing and prepared to send e-mail marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data consistent 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 develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise supply a few tips on how to evaluate safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually 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 in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting frequently or working throughout numerous browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Privacy Shield