Campaign Monitor Set Up Salesforce 2022

Lets talk Campaign Monitor Set Up Salesforce…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has actually never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Set Up Salesforce

the technical aspects of the combination software application our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more individuals have just 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 couple of moments time but in the moment for the moment now we’ve shared a few information about ourselves we ‘d like to understand a little bit about you men are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have so many individuals on the webinar can truly see the responses being available 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 all right appear like well practically everybody has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results look like all right yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the connector so that’s really great to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah somebody looking to connect so yeah that’s actually informative and that truly helps us ensure we type 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 utilizing cm4 SF the adapter is called we should take a couple of minutes to inform 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 number one e-mail marketing at for Salesforce mainly due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send email projects and determine the outcomes instantly syncing your information between these two powerful apps indicates that you’re always dealing with the latest and most precise data nor from within your Salesforce company excellent thanks boss therefore just sailor to go 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 Set Up Salesforce

you know lasts about 15 minutes we’re likewise going to offer you an overview 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 questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may find that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the integration that said 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 the integration set up right now this is an excellent introduction of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to improve 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 however if there’s anything that some if there’s anything that occurs as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier which’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 simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-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 more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Set Up Salesforce

 

own time and make certain you’ve got all the knowings and before we kick off the demonstration much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will most likely know our essential expert business group and limitless our combination works at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 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 using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your organization app syncing and all set to send out email marketing campaigns in just a couple of minutes there are also many other benefits to keeping your information consistent between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create 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 information synced for a specific time create an email project in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of pointers on how to test safely and finally how to get in touch with the Beaufort 12 support group need to you have any questions 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 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 different consents from me you might only be able 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 consents the campaign monitor lightning app is where we’ll be doing the majority 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 directly via campaign monitor comm however without the additional actions of visiting often or working across multiple web browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Set Up Salesforce