Campaign Monitor Salesforce Integration 2022

Lets talk Campaign Monitor Salesforce Integration…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about project well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Salesforce Integration

the technical elements of the integration software application our collaboration with campaign monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions great thanks Ross and say a few more individuals have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you people out there are existing customers 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 so many individuals on the webinar can really see the answers being available in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right appear like well pretty much everybody has voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like alright yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s really excellent to see yeah and a bit of an interest going on so some people are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s actually informative which truly 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 utilizing cm4 SF the connector is called we should take a couple of minutes 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 top email marketing at for Salesforce mainly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send e-mail campaigns and measure the outcomes automatically syncing your information in between these two powerful apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to enter 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 Salesforce Integration

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns 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 2 slides worth of those so you might discover that your question will be covered in that 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 actually 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 demo is the initial admin and the actual installation setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration installed right now this is a fantastic summary of key features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs 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 taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action don’t stress we’re taping 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Salesforce Integration

 

own time and make sure you’ve got all the knowings and prior to we begin the demo similar to to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our necessary expert business group and limitless our combination operates 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 likely knowledgeable about 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your company app syncing and prepared to send out email marketing campaigns in just a few minutes there are also numerous other advantages to keeping your data constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom 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 out an email project and view results we’ll likewise supply a couple of ideas on how to test securely 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 say that we have actually just linked to campaign monitor we’re actually keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various permissions from me you might only be able to see campaign monitor if your gain access to 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 email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional steps of logging in often or working across numerous internet browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Salesforce Integration