Campaign Monitor Retention Apps 2022

Lets talk Campaign Monitor Retention Apps…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Retention Apps

the technical aspects of the integration software application our partnership with campaign screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to understand a little bit about you guys are a fast poll so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous people on the webinar can truly see the responses can be found in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine looks like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the connector so that’s truly terrific to see yeah and a bit of a curiosity going on so some people are simply wanting to understand more and yeah someone seeking to link so yeah that’s really insightful which truly helps us make sure we sort of tailor this to the best 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 ought 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 largely due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out e-mail campaigns and measure the outcomes instantly syncing your information in between these two effective apps implies that you’re constantly working with the latest and most precise information nor from within your Salesforce organization terrific thanks boss therefore just 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 Retention Apps

you understand lasts about 15 minutes we’re likewise going to provide you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start 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 actually got 2 slides worth of those so you might find that your concern 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 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 initial admin and the actual setup setup with the integration that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up just yet this is a great summary of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to simplify 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 over to the demonstration now which has been tape-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 simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re 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 remain in your inbox so you can return and enjoy this in your Campaign Monitor Retention Apps

 

own time and make sure you have actually got all the knowings and before we start the demo much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our important expert business group and endless our integration works at all but the essential addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using 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 basic it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a comprehensive demonstration of everything that you can do it will show you how you can get your organization app syncing and ready to send out email marketing campaigns in just a couple of minutes there are likewise lots of other advantages to keeping your data consistent in 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail project in campaign monitor and specify receivers and send out an email campaign and view results we’ll also supply a couple of ideas on how to test safely and lastly how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re really eager to sync our data then send our an e-mail 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 various authorizations from me you might 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 the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra actions of logging in often or working across multiple web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Retention Apps