Campaign Monitor Slider Revolution 2022

Lets talk Campaign Monitor Slider Revolution…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us may not know completely about campaign 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 belong to the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch 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 handle Campaign Monitor Slider Revolution

the technical elements of the combination software our partnership with campaign displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions great thanks Ross and state a few more individuals have just shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to know a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have many individuals on the webinar can really see the answers can be found in thick and fast we’re getting a little 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 alright looks like well practically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like alright yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already using the port so that’s really fantastic to see yeah and a bit of an interest going on so some individuals are just seeking to understand more and yeah somebody seeking to link so yeah that’s actually insightful which truly assists us make certain we kind of tailor this to the best 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 connector is called we ought to take a few moments 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 mainly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email campaigns and determine the results instantly syncing your data between these two powerful apps means that you’re constantly working with the latest and most accurate data nor from within your Salesforce organization excellent thanks boss and so 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 Slider Revolution

you understand lasts about 15 minutes we’re likewise going to supply you a summary of how to begin with utilizing 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 out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we make it 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 concern thank you and so one thing we will not be covering in today’s demonstration is the initial admin and the real setup setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is a fantastic overview of crucial functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that comes to mind 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 demonstration now which has been tape-recorded by Ross earlier and that’s the beginning 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 simply on the 3rd simply on the 15 minutes so and if you do miss 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 two once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Slider Revolution

 

own time and make certain you have actually got all the learnings and before we start the demonstration just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary expert enterprise group and unrestricted our combination operates at all but the important 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 familiar with 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email 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 an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your data and send an email project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and all set to send email marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your data constant in 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 create 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 project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also supply a few ideas on how to check securely and finally how to contact the Beaufort 12 support team need to you have any concerns 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 information then send our an email project using campaign monitor to get you orientated we remain 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 but if you have various consents from me you may 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 approvals 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the extra steps of logging in frequently or working across multiple web browser tabs let’s move on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Slider Revolution