Campaign Monitor Sendgrid 2022

Lets talk Campaign Monitor Sendgrid…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know completely about project well up until all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple 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 Sendgrid

the technical elements of the combination software our collaboration with project displays is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and state a couple of more individuals have actually just shown up so yeah you’re just just in time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to understand a little bit about you people are a fast poll so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have so many people on the webinar can really see the answers coming in thick and quick we’re getting a little 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 alright appear like well pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the port so that’s actually terrific to see yeah and a bit of an interest going on so some individuals are simply wanting to understand more and yeah someone seeking to link so yeah that’s really informative and that actually assists us make certain we sort 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 couple of minutes 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 primary e-mail marketing at for Salesforce largely due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send out e-mail projects and determine the results immediately syncing your information in between these two effective apps implies that you’re always dealing with the current and most precise data nor from within your Salesforce company fantastic 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 Sendgrid

you understand lasts about 15 minutes we’re also 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 responding to 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 questions and we’ve really got 2 slides worth of those so you may discover 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 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 demo is the initial admin and the real installation setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you do not have the integration set up right now this is an excellent overview of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the methods you can utilize it to simplify 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 concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different elements 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 out on any of the action don’t worry 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 more once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Sendgrid

 

own time and make certain you have actually got all the learnings and before we start the demonstration 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 available as you will probably understand our vital professional enterprise group and endless our integration operates at all but the vital addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a top 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 goal will be to send out an e-mail project with campaign monitor utilizing 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 steps to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your company app syncing and prepared to send out e-mail marketing campaigns in just a few minutes there are also lots of other benefits to keeping your data consistent 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 develop custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and define receivers and send an email project and view results we’ll also offer a couple of tips on how to check safely and lastly how to contact the Beaufort 12 assistance team must you have any questions 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 data 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 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 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting regularly or working across numerous web browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Sendgrid