Campaign Monitor Roles 2022

Lets talk Campaign Monitor Roles…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we just like to take a minute to introduce 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 group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Roles

the technical elements of the combination software application our partnership with campaign 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 eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and state a couple of more participants have actually just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a fast poll so I’m simply 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 looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many individuals on the webinar can really see the answers can be found in thick and fast we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well practically everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s actually terrific to see yeah and a little bit of an interest going on so some individuals are just aiming to understand more and yeah somebody aiming to link so yeah that’s truly insightful which really assists 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 port is called we must take a few moments to inform you a 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 number one email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send email projects and measure the results immediately syncing your data between these two effective apps suggests that you’re always working with the current and most precise data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to go into a little 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 Roles

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 concerns and we’ve really got two slides worth of those so you may discover that your concern will be covered because Q&A session but so as we survive 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 include your question thank you and so something we will not be covering in today’s demonstration is the real installation and the initial admin setup with the combination that stated we do ever help 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 the combination installed just yet this is a great overview of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped 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 just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret we’re recording this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Roles

 

own time and make certain you’ve got all the knowings and prior to we start the demonstration similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely know our necessary professional enterprise group and unrestricted our integration operates at all but the essential addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns 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 e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from 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 campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your service app syncing and all set to send out email marketing projects in simply a couple of minutes there are likewise lots of other benefits to keeping your information consistent in between your serum and email marketing platform not the least of which is conserving 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 using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify recipients and send an email project and view results we’ll likewise supply a couple of pointers on how to check safely and lastly how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually keen to sync our information then send our an email 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 however if you have various authorizations from me you might only be able to see campaign monitor if your access varies 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 structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of logging in frequently or working throughout several web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Roles