Campaign Monitor Sms Texts 2022

Lets talk Campaign Monitor Sms Texts…Hi everybody 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 seeing as everybody that’s joining us may not know completely about project well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Sms Texts

the technical elements of the combination software our collaboration with campaign screens 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 concerns excellent thanks Ross and say a few more participants have actually just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you people are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have numerous people on the webinar can truly see the responses coming in thick and quickly we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well pretty much everybody has actually voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the connector so that’s truly excellent to see yeah and a bit of a curiosity going on so some individuals are simply wanting to know more and yeah someone looking to connect so yeah that’s truly informative which actually helps 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 utilizing cm4 SF the connector is called we must take a few minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce mainly due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send e-mail projects and measure the results automatically syncing your information between these 2 powerful apps indicates that you’re always dealing with the current and most precise data nor from within your Salesforce organization terrific thanks employer 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 Texts

you know lasts about 15 minutes we’re also going to provide 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 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 really got 2 slides worth of those so you may find that your question will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demo is the real setup and the initial admin setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration set up right now this is a terrific summary of key features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover a few of the ways you can utilize it to simplify 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 on however if there’s anything that some if there’s anything that occurs 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 demo now which has actually been recorded by Ross earlier which’s the starting 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 just on the 3rd simply on the 15 minutes so and if you do miss any of the action do not 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 more once we have actually done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Sms Texts

 

own time and make certain 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 quite a bit and the additions of Salesforce are available as you will probably understand our essential professional enterprise group and unrestricted our integration works at all but the essential addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns 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 adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send out an email project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send out an email project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your company app syncing and prepared to send out e-mail marketing projects in just a few minutes there are also many other advantages to keeping your information consistent 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 develop a customer 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 information synced for a specific time create an email project in campaign monitor and specify recipients and send out an email project and view results we’ll also supply a couple of suggestions on how to check safely and finally how to contact the Beaufort 12 support group need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just 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 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 approvals from me you may only 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 upgrade your approvals 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm however without the additional actions of visiting frequently or working across several browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Sms Texts