Campaign Monitor Rgpd 2022

Lets talk Campaign Monitor Rgpd…Hi everybody and thank you so much 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 might not know completely about campaign well until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so firstly my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Rgpd

the technical aspects of the integration software our partnership with project displays is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns terrific thanks Ross and say a couple of more individuals have actually simply arrived so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d like to understand a bit about you people are a fast survey so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have so many people on the webinar can really see the answers can be found in thick and fast we’re getting a little 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 okay appear like well basically everybody has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like okay yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the port so that’s actually fantastic to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah someone looking to link so yeah that’s actually insightful and that really helps us ensure we type 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 using 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 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 largely due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email campaigns and determine the results immediately syncing your data in between these 2 powerful apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce company great thanks employer and so simply sailor to go into a little 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 Rgpd

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions 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 really got 2 slides worth of those so you might find 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 concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demo is the actual installation and the initial admin setup with the integration that stated 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 actually the combination installed right now this is a terrific introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Rgpd

 

own time and ensure you have actually got all the learnings and before we start the demonstration much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our essential expert business group and endless our integration works at all but the important addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from 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 data and send out an email project well this isn’t an extensive demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing projects in just a couple of minutes there are also numerous other advantages to keeping your data 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise offer a few pointers on how to check safely and lastly how to contact the Beaufort 12 assistance group must 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 keen to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various approvals 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure 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 straight by means of campaign monitor comm however without the extra steps of logging in frequently or working across several web browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Rgpd