Campaign Monitor Review 2016 2022

Lets talk Campaign Monitor Review 2016…Hi everyone and thank you so much 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 project well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Review 2016

the technical elements of the combination software application our collaboration with campaign screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions fantastic thanks Ross and say a few more participants have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a couple of moments time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people 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 kind of things so Wow it’s great to have many people on the webinar can really see the responses being available in thick and fast we’re getting a 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 looks like well basically everybody has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like okay yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are simply wanting to understand more and yeah someone looking to connect so yeah that’s really informative and that truly assists us ensure we sort 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 ought to take a couple of moments to inform you a little bit more about what it is I think this yeah you can you can do this 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 features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send out email campaigns and determine the outcomes immediately syncing your data between these two effective apps means that you’re constantly working with the current and most precise information nor from within your Salesforce organization great thanks boss and so just sailor to go into a bit more information 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 2016

you know lasts about 15 minutes we’re also going to offer you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got two slides worth of those so you may discover that your question will be covered in that Q&A session but so as we make it 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 add in your concern thank you and so something we will not be covering in today’s demo is the real installation and the initial admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration set up just yet this is a terrific overview of crucial features 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 find out about a few of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier and that’s the getting started 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 simply on the 15 minutes so and if you do miss any of the action don’t fret we’re recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Review 2016

 

own time and make certain you’ve got all the knowings and before we begin the demonstration similar to to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our vital professional enterprise group and unrestricted our combination works at all but the essential 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 acquainted with the terms of leads contacts projects 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 primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send email marketing projects in simply a couple of minutes there are also numerous other benefits to keeping your information constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send an email campaign and view results we’ll also offer a couple of tips on how to check securely and finally how to get in touch with the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our data then send our an email project 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 just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might only 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra steps of visiting frequently or working throughout numerous web browser tabs let’s move on to creating a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Review 2016