Campaign Monitor Sms Integration 2022

Lets talk Campaign Monitor Sms Integration…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us may not know totally about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I become part of the campaign monitor customer 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 never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Sms Integration

the technical aspects of the combination software application our partnership with project displays is over 10 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 concerns terrific thanks Ross and state a couple of more individuals have just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a bit about you people are a fast survey so I’m just going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have many individuals on the webinar can truly see the responses being available in thick and quick we’re getting a little bit of a trend 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 alright looks like well practically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes look like okay yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a lot of you are currently using the connector so that’s truly terrific to see yeah and a bit of an interest going on so some people are just aiming to know more and yeah somebody aiming to link so yeah that’s truly insightful and that really assists us ensure we kind 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 utilizing cm4 SF the port is called we must take a couple of minutes 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 email marketing at for Salesforce mainly due to its easy setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer data send out e-mail projects and measure the outcomes automatically syncing your information in between these 2 effective apps indicates that you’re always working with the current and most accurate data nor from within your Salesforce organization excellent thanks manager and so just sailor to enter into a 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 Sms Integration

you understand lasts about 15 minutes we’re likewise going to offer you an introduction of how to begin with using 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 signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but 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 actually look the Q&A panel at the bottom to add in your question thank you and so something we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have actually the combination set up right now this is a great overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the getting going 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 out on any of the action do not fret we’re 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 more once we’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Sms Integration

 

own time and ensure you’ve got all the knowings and before we begin the demo much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our necessary professional business group and limitless our combination works 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 likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and prepared to send e-mail marketing projects in just a couple of minutes there are likewise many other benefits to keeping your data consistent in between your serum and email marketing platform not the least of which is saving 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 customized fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify receivers and send out an e-mail project and view results we’ll also offer a few tips on how to check securely and finally how to get in touch with the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re actually keen to sync our data then send our an e-mail project using 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 merely called campaign monitor I’m seeing this as an admin but if you have various permissions from me you may only have the ability 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm but without the additional steps of visiting regularly or working throughout multiple browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Sms Integration