Campaign Monitor Signup Widget 2022

Lets talk Campaign Monitor Signup Widget…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor customer experience group 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 support getting in touch with your audience has never ever been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Signup Widget

the technical aspects of the integration software our partnership with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a couple of more individuals have actually simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to understand a bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still looking and learning and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have many individuals on the webinar can truly see the answers coming in thick and fast we’re getting a little bit of 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 fine appear like well practically everyone has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like alright yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s truly terrific to see yeah and a bit of an interest going on so some people are just looking to know more and yeah somebody aiming to link so yeah that’s really insightful and that actually assists us make sure we type of tailor this to the best audience err folks in today’s webinar we’re going 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 moments 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 number one email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail campaigns and measure the outcomes immediately syncing your data in between these 2 powerful apps suggests that you’re always working with the latest and most accurate data nor from within your Salesforce company great thanks manager therefore simply sailor to go into a little 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 Signup Widget

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing 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 questions and we’ve really got two slides worth of those so you might discover that your concern will be covered because Q&A session however so as we get through 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 will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that said 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 do not have actually the integration installed right now this is a great summary of essential functions 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 learn more about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes 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 which’s the starting with campaign monitor for Salesforce which will cover the different 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 worry we’re taping 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 return and enjoy this in your Campaign Monitor Signup Widget

 

own time and ensure you have actually got all the learnings and prior to we begin the demo much like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably know our essential expert enterprise group and unrestricted our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send e-mail marketing campaigns in just a few minutes there are likewise lots of other benefits to keeping your data 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and define recipients and send an e-mail project and view results we’ll also provide a couple of pointers on how to test securely and finally how to call the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an email project 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the extra actions of logging in regularly or working throughout numerous browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Signup Widget