Campaign Monitor Stackla 2022

Lets talk Campaign Monitor Stackla…Hi everybody 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 everyone that’s joining us may not know completely about campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor customer 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 support getting in touch with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Stackla

the technical elements of the integration software our partnership with project displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns great thanks Ross and state a couple of more individuals have just arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you men are a quick survey so I’m just going to release that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have so many individuals on the webinar can truly see the answers can be found in thick and fast we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free 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 couple of moments time and see what those outcomes appear like fine yeah I think that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s truly great to see yeah and a bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody aiming to connect so yeah that’s really insightful which actually assists us make certain we kind 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 adapter is called we should take a few minutes to tell 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 primary email marketing at for Salesforce mostly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the results instantly syncing your information in between these 2 effective apps implies that you’re always dealing with the current and most precise data nor from within your Salesforce organization terrific 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 demonstration which is

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

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may find that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have actually the combination installed just yet this is a great introduction of key features 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 more about a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’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 third simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Stackla

 

own time and make certain you’ve got all the knowings and before we start the demonstration much like to state a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably know our necessary professional business group and limitless our integration works at all but the vital addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with 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 top e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from 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 data and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send out e-mail marketing projects in just a couple of minutes there are also many other advantages 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a particular time develop an email campaign in campaign monitor and define receivers and send out an e-mail project and view results we’ll also offer a few tips on how to check safely and lastly how to contact the Beaufort 12 assistance 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 information 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 but if you have various approvals from me you might 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm however without the additional steps of visiting frequently or working across multiple web browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Stackla