Campaign Monitor Send Campaign Twice 2022

Lets talk Campaign Monitor Send Campaign Twice…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 everybody that’s joining us might not know totally about project well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Send Campaign Twice

the technical elements of the combination software our collaboration with campaign monitors 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 fantastic thanks Ross and say a couple of more participants have just gotten here so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to understand a little bit about you men are a fast survey so I’m just going to launch that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s great to have many individuals on the webinar can really see the responses being available in thick and quick we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right appear like well pretty much everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like alright yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently using the connector so that’s really great to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah somebody seeking to connect so yeah that’s actually informative which actually helps us make sure we kind of tailor this to the ideal 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 should take a few moments to tell you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and determine the results instantly syncing your data between these 2 powerful apps indicates that you’re always dealing with the latest and most accurate information nor from within your Salesforce company great thanks employer and so simply sailor to enter into a little 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 Send Campaign Twice

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get going 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 in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might find that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so something we will not be covering in today’s demo is the initial admin and the real installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed right now this is an excellent summary of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn more about some of the ways you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later 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 concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various components 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 don’t stress we’re recording 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 two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Send Campaign Twice

 

own time and ensure you have actually got all the knowings and before we start the demonstration similar to to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our important expert enterprise group and unrestricted our combination operates at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up 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 demo of whatever that you can do it will show you how you can get your company app syncing and prepared to send e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise provide a couple of suggestions on how to check safely and lastly how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign using 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 merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you might just have the ability 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 most of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the extra steps of visiting frequently or working throughout numerous web browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Send Campaign Twice