Campaign Monitor Rtacking Salesforce 2022

Lets talk Campaign Monitor Rtacking Salesforce…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so firstly my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human support connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Rtacking Salesforce

the technical elements of the combination software our partnership with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you guys are a quick poll so I’m just going to introduce that now and yeah it’s the topic of how many of you guys out there are existing consumers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have a lot of people on the webinar can actually see the responses being available in thick and quickly we’re getting a bit of a pattern 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 all right looks like well pretty much everyone has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the adapter so that’s truly terrific to see yeah and a bit of an interest going on so some people are simply wanting to know more and yeah someone seeking to connect so yeah that’s truly informative and that actually helps us make sure we sort of tailor this to the best audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we should take a few moments to inform you a little 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 primary email marketing at for Salesforce mainly due to its easy setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out e-mail projects and determine the outcomes automatically syncing your information between these two powerful apps means that you’re always dealing with the current and most accurate data nor from within your Salesforce organization excellent thanks employer therefore 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 Rtacking Salesforce

you know lasts about 15 minutes we’re likewise going to offer you an introduction 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 answering some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your question 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 concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration set up just yet this is a terrific introduction of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about 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 already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that springs 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 actually been recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-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 two once we’ve done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Rtacking Salesforce

 

own time and ensure you have actually got all the learnings and prior to we begin the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our vital professional enterprise group and limitless our combination works at all but the vital addition it’s also where self was classic and the more recent lightening 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in just a few minutes there are also lots of other benefits 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll also offer a couple of ideas on how to check safely and finally 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 have actually simply connected to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 access differs from what you see here you can ask your Salesforce system administrator to update your permissions 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra actions of visiting regularly or working across numerous web browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Rtacking Salesforce