Campaign Monitor Rules 2022

Lets talk Campaign Monitor Rules…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us might not know totally about project well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Rules

the technical aspects of the combination software our collaboration 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 anticipating taking you through the presentation today and answering your questions great thanks Ross and state a few more participants have simply gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you guys out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have a lot of people on the webinar can actually see the responses coming 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 anonymous so please do feel free to vote okay appear like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes appear like fine yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the port so that’s really fantastic to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah somebody aiming to connect so yeah that’s really informative and that really helps us ensure we type 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 should take a couple of minutes 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 top e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and determine the results automatically syncing your information between these two effective apps indicates that you’re always dealing with the latest and most accurate data nor from within your Salesforce company excellent thanks boss therefore simply sailor to go into a bit more information 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 Rules

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 start by responding to some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you might find that your question will be covered because 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 include your question thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the integration installed right now this is a terrific summary of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind 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 demo now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re taping 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 2 once we have actually done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Rules

 

own time and make certain you have actually got all the knowings and before we start the demo just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably understand our necessary professional enterprise group and limitless our combination works at all but the important addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your business app syncing and ready to send e-mail marketing projects in simply a couple of minutes there are likewise lots of 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and specify receivers and send out an e-mail campaign and view results we’ll also offer a few suggestions on how to test safely and lastly how to get in touch with the Beaufort 12 support group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually eager to sync our data then send our an email campaign using 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 but if you have various approvals from me you may just have the ability to see campaign monitor if your gain access to 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 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 by means of campaign monitor comm but without the extra steps of logging in regularly or working across several browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Rules