Campaign Monitor Setting To Track In Analytics 2022

Lets talk Campaign Monitor Setting To Track In Analytics…Hi everybody and thank you a lot for joining us today on learn 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 campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Setting To Track In Analytics

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 great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a couple of more participants have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you people are a quick poll so I’m just going to introduce 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 discovering and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have so many people on the webinar can really see the answers coming in thick and quickly we’re getting a bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well basically everyone 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 outcomes look like all right yeah I think that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently utilizing the adapter so that’s actually great to see yeah and a little bit of a curiosity going on so some people are simply seeking to understand more and yeah someone seeking to connect so yeah that’s actually informative which 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 need to take a few minutes to tell you a 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 functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send e-mail projects and determine the outcomes immediately syncing your information between these 2 effective apps means that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization great thanks boss and so just sailor to go into a 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 Setting To Track In Analytics

you understand lasts about 15 minutes we’re likewise going to offer you an overview of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 actually got 2 slides worth of those so you may discover that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the real setup and the initial admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have the integration set up right now this is a great summary of essential functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said 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 worry we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Setting To Track In Analytics

 

own time and ensure 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 quite a bit and the additions of Salesforce are available as you will probably know our vital professional enterprise group and unrestricted our integration operates at all but the important addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t an extensive demo of whatever that you can do it will reveal you how you can get your business app syncing and all set to send email marketing projects in simply a couple of minutes there are likewise lots of other advantages to keeping your information constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and define receivers and send an email project and view results we’ll also provide a few pointers on how to evaluate securely and finally how to contact the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen to sync our information then send our an e-mail 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 simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you may only be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update 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 visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the additional actions of logging in often or working across numerous browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Setting To Track In Analytics