Campaign Monitor Scheduled Delivery 2022

Lets talk Campaign Monitor Scheduled Delivery…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about project well until all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first of all my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward 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 developers of campaign monitor for Salesforce and manage Campaign Monitor Scheduled Delivery

the technical elements of the integration software application our collaboration with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns fantastic thanks Ross and say a few more participants have actually just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d like to understand a bit about you men are a quick poll so I’m just going to launch 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 learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous individuals on the webinar can really see the responses can be found 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 anonymous so please do do not hesitate to vote okay appear like well practically 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 minutes time and see what those results look like fine yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s truly fantastic to see yeah and a little bit of an interest going on so some individuals are simply aiming to know more and yeah someone wanting to link so yeah that’s actually insightful which really assists us ensure we sort of tailor this to the right 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 adapter is called we ought to 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 better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send out e-mail projects and determine the outcomes instantly syncing your information between these 2 powerful apps suggests that you’re constantly dealing with the most recent and most accurate information nor from within your Salesforce organization excellent thanks boss therefore just 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 Scheduled Delivery

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to begin with using 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 actually got two slides worth of those so you may 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 got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the combination that stated we do ever help 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 actually the combination installed right now this is a terrific introduction of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch 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 components that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the leading 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 see this in your Campaign Monitor Scheduled Delivery

 

own time and make certain you’ve got all the knowings and before we start the demo much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely know our vital expert business group and limitless our combination works at all but the vital addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our objective will be to send an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are likewise 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and define recipients and send out an e-mail project and view results we’ll also offer a few suggestions on how to test securely and finally how to contact the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re really keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we remain 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 consents from me you may only 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting frequently or working throughout numerous internet browser tabs let’s move 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 Scheduled Delivery