Campaign Monitor Receipts 2022

Lets talk Campaign Monitor Receipts…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well until all Beaufort 12 we just like to take a minute 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 businesses with project wallets as straightforward email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Receipts

the technical aspects of the combination software our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more individuals have just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a bit about you guys are a quick poll so I’m just going to introduce 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 looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have a lot of people on the webinar can actually see the responses being available in thick and quickly 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 confidential so please do do not hesitate to vote alright appear like well basically everyone has 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 all right yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah someone seeking to connect so yeah that’s actually informative which truly helps us make sure we type 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 using cm4 SF the adapter is called we should take a few moments to tell you a little 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail campaigns and measure the outcomes automatically syncing your data in between these 2 powerful apps implies that you’re always working with the most recent and most accurate data nor from within your Salesforce organization excellent thanks manager therefore simply sailor to go into a bit more information 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 Receipts

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you might find that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you therefore something we will not be covering in today’s demonstration is the preliminary admin and the real installation setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have the combination set up just yet this is an excellent introduction of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to streamline 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 comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the beginning 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 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry 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 be in your inbox so you can come back and view this in your Campaign Monitor Receipts

 

own time and ensure you’ve got all the knowings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our vital expert business group and unrestricted our integration operates at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our objective will be to send out an e-mail campaign 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 linked to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing campaigns in just a couple of minutes there are likewise many other advantages to keeping your data 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll also supply a couple of tips on how to evaluate safely and finally how to call the Beaufort 12 support team ought 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 truly keen to sync our data then send our an e-mail project 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm however without the additional steps of visiting often or working throughout numerous internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Receipts