Campaign Monitor Pty Ltd 2022

Lets talk Campaign Monitor Pty Ltd…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with 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 companies with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Pty Ltd

the technical elements of the combination software our collaboration with campaign displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a few more participants have actually simply gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a few moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a bit about you guys are a fast poll so I’m just going to release that now and yeah it’s the subject of the number of of you men 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 sort of things so Wow it’s fantastic to have many people on the webinar can really see the responses coming in thick and quickly we’re getting a 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 all right appear like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah somebody aiming to connect so yeah that’s really informative which really helps us make sure 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 utilizing cm4 SF the adapter is called we need to take a few moments to tell you a little 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 email marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email projects and measure the outcomes immediately syncing your data between these 2 effective apps means that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter 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 Pty Ltd

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered because Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have the combination set up right now this is a terrific summary of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish 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 will not be covering some concerns later on but if there’s anything that some if there’s anything that comes 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 to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated 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 don’t stress we’re tape-recording this webinar so we’ll the top 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 watch this in your Campaign Monitor Pty Ltd

 

own time and make sure you’ve got all the learnings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably understand our vital professional enterprise group and endless our integration operates at all but the essential addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective 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 start from 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 out an e-mail project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing projects in just a couple of minutes there are likewise lots of other advantages to keeping your data consistent 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create 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 receivers and send an e-mail campaign and view results we’ll also provide a few tips on how to evaluate securely and lastly how to contact the Beaufort 12 support team ought to you have any concerns 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 actually eager to sync our information 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you might only be able to see campaign monitor if your access varies 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the extra steps of visiting frequently or working throughout several web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Pty Ltd