Campaign Monitor Sms 2022

Lets talk Campaign Monitor Sms…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so firstly my name is rough 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 straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Sms

the technical aspects of the integration software our partnership with project monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent 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 start entering into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you men are a quick survey so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still discovering and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s great to have numerous individuals on the webinar can actually see the responses being available in thick and quickly we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well basically everybody has actually voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like okay yeah I believe 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 currently utilizing the connector so that’s actually great to see yeah and a bit of an interest going on so some individuals are just looking to know more and yeah someone seeking to link so yeah that’s really informative and that truly helps us make sure we sort of tailor this to the ideal 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 need to 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 much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send e-mail campaigns and determine the results immediately syncing your information in between these two powerful apps implies that you’re always working with the current and most precise information nor from within your Salesforce organization fantastic thanks manager therefore simply sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Sms

you know lasts about 15 minutes we’re also going to supply you an overview of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover 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 got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so one thing 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 preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination set up right now this is an excellent overview of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later but 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 to the demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t stress we’re taping this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Sms

 

own time and ensure you have actually got all the knowings and before we begin the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our necessary expert enterprise group and unrestricted our integration operates at all but the essential addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t an extensive demo of whatever that you can do it will show you how you can get your service app syncing and ready to send email marketing campaigns in simply a couple of minutes there are likewise many other advantages to keeping your data consistent in 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 utilizing the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also provide a few suggestions on how to check safely and lastly how to contact the Beaufort 12 assistance team should 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 keen to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we’re 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 however if you have various permissions from me you might just be able to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building 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 by means of campaign monitor comm but without the additional actions of visiting often or working throughout several web browser tabs let’s carry 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 Sms