Campaign Monitor Social Icon 2022

Lets talk Campaign Monitor Social Icon…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing organizations with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Social Icon

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and say a couple of more participants have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a little bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you men out there are existing consumers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s terrific to have many individuals on the webinar can truly see the answers coming in thick and fast we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well practically everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like alright yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the connector so that’s truly fantastic to see yeah and a little bit of an interest going on so some individuals are just looking to understand more and yeah somebody looking to connect so yeah that’s truly insightful and that truly helps us make sure we sort of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the connector is called we need to take a few moments to inform 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 top email marketing at for Salesforce mainly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send e-mail projects and measure the results automatically syncing your information in between these two powerful apps indicates that you’re constantly dealing with the latest and most precise information nor from within your Salesforce company fantastic thanks manager and so simply sailor to go 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 Social Icon

you know lasts about 15 minutes we’re also going to offer you a summary of how to get started 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 registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find that your question will be covered because Q&A session but 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 concern thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real setup setup with the combination that stated we do ever help page that covers this initial step and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up right now this is a great introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn more 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 have actually already covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs 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 recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different 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 do not stress we’re taping 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 two once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Social Icon

 

own time and make certain you have actually got all the knowings and before we begin the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our necessary expert enterprise group and unlimited our combination operates at all but the necessary addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail 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 email project with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your business app syncing and ready to send email marketing projects in simply a few minutes there are likewise many other benefits to keeping your data consistent in between your serum and e-mail 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 produce customized fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and define receivers and send out an email project and view results we’ll also provide a few suggestions on how to evaluate securely and lastly how to contact the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly eager 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 in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might just have the ability to see campaign monitor if your access 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 email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple browser tabs let’s move on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Social Icon