Campaign Monitor Smart Email 2022

Lets talk Campaign Monitor Smart Email…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor consumer experience team 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 getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Smart Email

the technical aspects of the combination software application our collaboration with campaign displays is over ten years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions fantastic thanks Ross and say a couple of more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to understand a little bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you men 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 things so Wow it’s great to have many people on the webinar can really see the responses being available in thick and fast we’re getting a little 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 okay appear like well pretty much everybody has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes appear like fine yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s really excellent to see yeah and a bit of an interest going on so some individuals are just looking to know more and yeah someone looking to link so yeah that’s truly informative which actually assists us make sure we sort of tailor this to the right 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 ought to take a couple of moments to tell 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 primary e-mail marketing at for Salesforce mainly due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out email projects and measure the results automatically syncing your information in between these 2 powerful apps means that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization fantastic thanks manager and so simply sailor to enter into a little 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 Smart Email

you understand lasts about 15 minutes we’re also going to supply you a summary of how to get going with using 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 actually got two slides worth of those so you might discover that your question will be covered because Q&A session but so as we get 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 won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up right now this is a great overview of key features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn more about some of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions 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 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 beginning 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 any of the action do not worry we’re 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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Smart Email

 

own time and ensure you’ve got all the learnings and prior to we begin the demonstration much like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely know our vital professional business group and unlimited our integration works at all but the vital addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using 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 basic it is and how powerful it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor using existing subscriber 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 steps to sync your information and send out an email project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your business app syncing and ready to send e-mail marketing projects in simply a couple of minutes there are also many other benefits to keeping your information constant in 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 create custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail project in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise supply a few pointers on how to check safely and lastly how to call the Beaufort 12 assistance group should 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 data then send our an e-mail campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might just 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 log in and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the extra actions of logging in regularly or working throughout multiple internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Smart Email