Campaign Monitor Share On Facebook 2022

Lets talk Campaign Monitor Share On Facebook…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know entirely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Share On Facebook

the technical aspects of the integration software our partnership with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns excellent thanks Ross and say a few more individuals have just gotten here so yeah you’re simply just in 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 moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you people are a quick survey so I’m just going to introduce that now and yeah it’s the subject of the number of of you men out there are existing customers versus those who are still finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous individuals on the webinar can actually see the answers coming in thick and fast we’re getting a bit of a pattern however 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 practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like all right yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s actually excellent to see yeah and a little bit of a curiosity going on so some individuals are simply looking to understand more and yeah somebody looking to connect so yeah that’s really informative which really assists us make certain we kind 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 using cm4 SF the adapter is called we ought to take a few minutes to tell you a little bit more about what it is I think this yeah you can you can do this much 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 features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and determine the results immediately syncing your information in between these 2 powerful apps indicates that you’re always dealing with the latest and most accurate information nor from within your Salesforce company terrific thanks boss therefore just sailor to go into a little bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

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you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions 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 might discover that your question will be covered because 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 actually look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo is the real setup and the preliminary admin setup with the combination that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed just yet this is a great introduction of key features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to streamline 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 include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects 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 any of the action do not worry we’re tape-recording this webinar so we’ll the top and tail it and get it all figured 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 enjoy this in your Campaign Monitor Share On Facebook

 

own time and ensure you have actually got all the learnings and prior to we kick off the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our vital professional business group and endless our integration operates at all but the vital addition it’s also where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send an email project with campaign monitor using existing customer data 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 information and send an e-mail campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing projects in simply a couple of minutes there are likewise numerous other benefits to keeping your information 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 develop custom fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also provide a few tips on how to evaluate safely and finally 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 truly eager 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 just called campaign monitor I’m seeing this as an admin however if you have different consents from me you might 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the extra steps of logging in often or working throughout numerous internet browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Share On Facebook