Campaign Monitor Remarketing 2022

Lets talk Campaign Monitor Remarketing…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well till all Beaufort 12 we just like to take a minute to present 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 organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Remarketing

the technical elements of the combination software our partnership with project screens is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a couple of more individuals have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a fast survey so I’m just going to introduce 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 finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many people on the webinar can truly see the responses being available in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay appear like well pretty much everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like all right yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already using the port so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah someone seeking to connect so yeah that’s actually insightful which really assists us make sure 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 adapter is called we should take a couple of minutes to inform you a 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 primary email marketing at for Salesforce mostly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email projects and determine the outcomes automatically syncing your data between these two effective apps implies that you’re always working with the most recent and most precise data nor from within your Salesforce organization great thanks boss therefore just sailor to enter 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 Remarketing

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you might find that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question 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 stated we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up right now this is an excellent introduction of key features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 questions in on the Q&A panel so we’re going to switch to the demonstration now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not fret 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’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Remarketing

 

own time and ensure you’ve got all the knowings and before we kick off the demonstration similar to to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably know our essential expert business group and unrestricted our integration works at all but the essential addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter 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 powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just 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 thorough demonstration of everything that you can do it will show you how you can get your company app syncing and ready to send e-mail marketing projects in simply a few minutes there are likewise many other advantages to keeping your information 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 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 create an email project in campaign monitor and define recipients and send out an email campaign and view results we’ll also offer a few ideas on how to check securely and lastly how to call 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’ve just connected to campaign monitor we’re truly 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 as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might only have the ability to see campaign monitor if your gain access to varies 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 email building 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 directly through campaign monitor comm however without the extra steps of logging in often or working across multiple web browser tabs let’s carry on 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 Remarketing