Campaign Monitor Smiley Face 2022

Lets talk Campaign Monitor Smiley Face…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well till all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Smiley Face

the technical aspects of the combination software application our collaboration with campaign displays is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns fantastic thanks Ross and state a couple of more participants have actually simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d love to know a bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have a lot of individuals on the webinar can really see the answers coming in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine looks like well practically everybody has voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s really excellent to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah someone seeking to connect so yeah that’s really informative and that really helps us ensure 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 should take a couple of moments to tell you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and determine the outcomes instantly syncing your data between these two effective apps means that you’re constantly dealing with the current and most precise information nor from within your Salesforce company terrific thanks boss therefore just 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 Smiley Face

you know lasts about 15 minutes we’re also going to offer you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns 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 in fact got two slides worth of those so you may discover that your question will be covered in that Q&A session however so as we survive 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 include your question thank you therefore one thing we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed right now this is a terrific overview of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes 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 over to the demonstration now which has actually been recorded by Ross earlier which’s the starting 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 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t stress we’re taping 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 remain in your inbox so you can come back and watch this in your Campaign Monitor Smiley Face

 

own time and make sure you’ve got all the learnings and before we start the demo similar to to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our necessary expert enterprise group and limitless our integration works at all but the necessary addition it’s likewise where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects 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 port by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your service app syncing and ready to send out e-mail marketing projects in simply a few minutes there are likewise lots of other benefits to keeping your data consistent between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your information synced for a specific time develop an email project in campaign monitor and specify recipients and send an email project and view results we’ll also offer a few ideas on how to evaluate securely and finally how to contact the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re actually 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 along with the campaign monitor the Salesforce lightning app simply 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 update your consents 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 visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple internet 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 Smiley Face