Campaign Monitor Sodafizz 2022

Lets talk Campaign Monitor Sodafizz…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know totally about project well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Sodafizz

the technical elements 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 dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and say a couple of more individuals have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering into the meat of it in a few minutes time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to know a bit about you people are a fast survey so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and discovering 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 many people on the webinar can really see the answers being available in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine looks like well practically everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those results appear like fine yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s truly terrific to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah somebody seeking to link so yeah that’s really insightful and that actually helps us ensure we kind 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 adapter is called we should take a couple of moments 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 top email marketing at for Salesforce mainly due to its easy setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out e-mail campaigns and measure the results automatically syncing your information between these two powerful apps indicates that you’re constantly working with the current and most precise information nor from within your Salesforce organization great thanks employer therefore just sailor to go into a bit more detail 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 Sodafizz

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 questions and we’ve really got 2 slides worth of those so you may discover that your concern will be covered because Q&A session however so as we make it 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 include your concern thank you and so something we won’t be covering in today’s demo is the real setup and the preliminary admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in just a minute even if you do not have the integration installed just yet this is a terrific summary of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few 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 however 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 over to the demo now which has actually been recorded by Ross earlier and that’s the starting 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 simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-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 2 once we’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Sodafizz

 

own time and make certain you have actually got all the knowings and before we kick off the demonstration similar to to say a few 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 vital professional enterprise group and unrestricted our combination works at all but the necessary addition it’s likewise where self was classic and the more recent lightening 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 adapter by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing projects in simply a few minutes there are likewise many other advantages to keeping your information 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 develop a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll likewise provide a few tips on how to test securely and finally how to contact the Beaufort 12 assistance team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re really keen to sync our data then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just have the ability 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 consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 straight via campaign monitor comm however without the extra steps of logging in often or working throughout several internet browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Sodafizz