Campaign Monitor Review 2015 2022

Lets talk Campaign Monitor Review 2015…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Review 2015

the technical aspects of the integration software our partnership with project screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns terrific 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 just getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a bit about you people are a fast poll so I’m just going to launch that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still discovering 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 fantastic to have many people on the webinar can truly see the answers coming in thick and fast we’re getting a bit of a trend 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 all right looks like well practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like all right yeah I believe that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s truly terrific to see yeah and a little bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody aiming to link so yeah that’s really informative and that truly helps us make certain we kind of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a couple of moments to inform you a 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 mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send email campaigns and measure the outcomes automatically syncing your data in between these two powerful apps implies that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization excellent thanks boss and so just sailor to go into a bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Review 2015

you understand lasts about 15 minutes we’re also going to supply you a summary 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 questions that you sent 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 really got two slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have 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 therefore one thing we won’t be covering in today’s demonstration is the initial admin and the actual installation 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 integration set up right now this is an excellent introduction of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier which’s the beginning 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 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping 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 be in your inbox so you can return and enjoy this in your Campaign Monitor Review 2015

 

own time and ensure you’ve got all the knowings and before we start the demonstration much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely understand our vital professional enterprise group and endless our integration operates at all but the necessary addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of 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 easy it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are also numerous other benefits to keeping your data consistent in between your serum and email marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send out an email project and view results we’ll also offer a couple of tips on how to check safely and lastly how to get in touch with the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different consents from me you may only 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 most of our setup an email structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting regularly or working throughout several internet browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Review 2015