Campaign Monitor Send Preview 2022

Lets talk Campaign Monitor Send Preview…Hi everyone and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well till all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience team 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 ever been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Send Preview

the technical elements of the combination software our partnership with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more participants have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you people are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still learning and looking 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 numerous people on the webinar can actually see the answers can be found in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright appear 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 results appear like fine yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s really excellent to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah somebody seeking to link so yeah that’s actually insightful which truly assists us ensure we type 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 utilizing cm4 SF the adapter 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 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 using campaign monitor the Salesforce you can handle your client data send out email campaigns and measure the outcomes automatically syncing your information between these 2 powerful apps means that you’re constantly dealing with the current and most accurate data nor from within your Salesforce company excellent thanks manager and so just sailor to enter into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Send Preview

you understand lasts about 15 minutes we’re likewise going to offer you an overview 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 out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your concern will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demonstration is the real 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 just a moment even if you don’t have actually the integration set up right now this is a fantastic summary of crucial 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 discover 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 already covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that comes 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 to the demo now which has been tape-recorded 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 just on the third just on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-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 2 once we have actually done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Send Preview

 

own time and ensure you have actually got all the knowings and prior to we begin the demonstration similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our necessary expert business group and endless our integration operates at all but the necessary addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be using 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 number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are likewise lots of 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 using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a specific time create an e-mail project in campaign monitor and define recipients and send out an email project and view results we’ll likewise supply a few ideas on how to check securely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an email campaign using 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 just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you may just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to upgrade your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra steps of logging in often or working across several internet browser tabs let’s move on to producing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Send Preview