Campaign Monitor Starter Template 2022

Lets talk Campaign Monitor Starter Template…Hi everyone and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Starter Template

the technical aspects of the integration software our collaboration with project screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the presentation today and answering your concerns great thanks Ross and state a few more individuals have actually simply shown up so yeah you’re just just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a few information about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m just going to launch that now and yeah it’s the topic of how many of you guys 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 a lot of people on the webinar can truly see the answers coming in thick and quick 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 do not hesitate to vote fine appear like well pretty much everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like fine yeah I believe that’s basically everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s really terrific to see yeah and a little bit of a curiosity going on so some people are simply looking to know more and yeah someone seeking to connect so yeah that’s truly informative which really helps us make certain 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 adapter is called we should 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 number one e-mail marketing at for Salesforce mainly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out email projects and determine the outcomes automatically syncing your information in between these two powerful apps suggests that you’re constantly dealing with the current and most accurate information nor from within your Salesforce organization excellent thanks manager and so just sailor to enter into a little bit more detail 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 Starter Template

you know lasts about 15 minutes we’re also going to supply 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 start by answering some concerns that you sent out 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 2 slides worth of those so you may discover 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 concern that isn’t covered please do really 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 demo is the preliminary admin and the actual installation 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 moment even if you don’t have the combination set up right now this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about some of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions 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 questions in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re 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 two once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Starter Template

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make certain you’ve got all the knowings and prior to we begin the demo similar to to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are offered as you will most likely understand our important professional enterprise group and unlimited our integration works 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 most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing 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 number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer information 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 steps to sync your data and send out an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your company app syncing and all set to send out email marketing projects in simply a few minutes there are likewise numerous other advantages to keeping your data consistent in between your serum and e-mail 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 using the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and define receivers and send an email campaign and view results we’ll also provide a few tips on how to test securely and lastly how to call the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really eager 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 in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just 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 permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working across numerous internet browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Starter Template