Campaign Monitor Salutation 2022

Lets talk Campaign Monitor Salutation…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Salutation

the technical elements of the combination software our partnership with project screens 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 demonstration today and answering your concerns fantastic thanks Ross and state a couple of more participants have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to know a bit about you guys are a fast poll so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have a lot of individuals on the webinar can really see the responses can be found in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody looking to link so yeah that’s truly informative which really helps us make certain we sort 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 port is called we need to take a few moments to tell 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 e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send e-mail projects and determine the outcomes automatically syncing your data between these two effective apps implies that you’re always dealing with the latest and most precise information nor from within your Salesforce organization fantastic thanks boss and so 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 Salutation

you understand lasts about 15 minutes we’re likewise going to offer you an overview 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 questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have actually got a question 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 will not be covering in today’s demonstration is the real installation and the preliminary admin 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 do not have the combination installed right now this is an excellent overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo 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 taped by Ross earlier which’s the getting started 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 just on the 3rd just on the 15 minutes so and if you do miss any of the action do not fret 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 more once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Salutation

 

own time and make certain you’ve got all the knowings and prior to we start the demo much like to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our necessary expert enterprise group and endless our integration operates at all but the essential addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects 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 number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your business app syncing and all set 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email project in campaign monitor and define recipients and send an email project and view results we’ll likewise offer a couple of ideas on how to test safely and finally how to get in touch with the Beaufort 12 assistance team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re really keen to sync our data then send our an email project using 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 but if you have various authorizations from me you might 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 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 visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the extra actions of visiting frequently or working throughout multiple internet browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Salutation