Campaign Monitor Recurring Email 2022

Lets talk Campaign Monitor Recurring Email…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about campaign well till all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Recurring Email

the technical elements of the integration software application our collaboration with project displays is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a couple of more participants have just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a little bit about you men are a quick poll so I’m simply going to release that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of 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 confidential so please do feel free to vote all right looks like well practically everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like fine yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually fantastic to see yeah and a bit of a curiosity going on so some individuals are simply looking to know more and yeah someone wanting to link so yeah that’s truly insightful which actually assists us make certain we kind 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 connector is called we need to 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 much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email projects and determine the outcomes instantly syncing your information in between these 2 powerful apps means that you’re always dealing with the current and most precise data nor from within your Salesforce company excellent thanks boss therefore simply sailor to go into a 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 Recurring Email

you understand lasts about 15 minutes we’re also 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 begin by addressing some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover 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 question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up right now this is a terrific overview of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some 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 concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-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 two once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Recurring Email

 

own time and make sure you have actually got all the learnings and prior to we begin the demo similar to to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our vital professional enterprise group and limitless our integration operates at all but the necessary 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 campaigns 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 email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your business app syncing and all set to send out email marketing campaigns in simply a couple of minutes there are likewise numerous other advantages to keeping your information consistent 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise provide a couple of tips on how to check safely and lastly how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 permissions from me you may just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm however without the extra actions of logging in regularly or working across several web browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Recurring Email