Campaign Monitor Salesforce Campaigns 2022

Lets talk Campaign Monitor Salesforce Campaigns…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we similar to to take a moment to introduce 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 services with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Salesforce Campaigns

the technical aspects of the integration software application our partnership with project displays is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a few more participants have actually simply arrived 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 couple of minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of people on the webinar can truly see the answers can be found in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay appear like well basically everyone 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 all right yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah somebody wanting to connect so yeah that’s actually insightful which truly assists us make certain we type of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we ought to take a few moments to inform you a little 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 email marketing at for Salesforce mainly due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send email campaigns and measure the results instantly syncing your information in between these two effective apps suggests that you’re always dealing with the most recent and most accurate information nor from within your Salesforce company great thanks employer therefore simply sailor to enter into a 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 Salesforce Campaigns

you understand lasts about 15 minutes we’re also going to provide 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 start by answering some questions that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact 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 include your concern thank you therefore one thing we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up just yet this is a terrific overview of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes 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 demonstration now which has been tape-recorded by Ross earlier and that’s the starting 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 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted 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 come back and watch this in your Campaign Monitor Salesforce Campaigns

 

own time and ensure you’ve got all the learnings and before we kick off the demonstration similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our vital expert enterprise group and unrestricted our combination works at all but the essential addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail 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 few minutes there are likewise lots of other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is conserving 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 utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise provide a couple of tips on how to test safely and lastly how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re really eager to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you might just 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 approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting frequently or working across several web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Salesforce Campaigns