Campaign Monitor Steps 2022

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

the technical elements of the integration software our collaboration with project screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a few more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a little bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous people on the webinar can really see the responses being available in thick and fast we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright appear like well pretty much everyone has actually voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like all right yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are already using the connector so that’s actually fantastic to see yeah and a bit of a curiosity going on so some people are just looking to know more and yeah somebody seeking to link so yeah that’s actually informative and that actually assists us ensure we sort of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we ought to take a few minutes to inform 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 email marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail projects and determine the outcomes automatically syncing your data in between these two effective apps implies that you’re constantly working with the current and most accurate information nor from within your Salesforce company terrific thanks employer and so just sailor to go into a bit more information 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 Steps

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might 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 concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the preliminary admin and the actual setup setup with the integration that stated we do ever help page that covers this initial action and we’ll paste that link in the chat in just a minute even if you do not have actually the integration set up just yet this is an excellent introduction of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not 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 demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various elements 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 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 more once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Steps

 

own time and ensure you have actually got all the learnings and prior to we begin the demo just like to say a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are readily available as you will probably know our necessary professional enterprise group and unlimited our combination works at all but the necessary addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects 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 connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our objective will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with 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 data and send an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing campaigns in simply a couple of minutes there are also numerous other advantages to keeping your data constant 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 custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise offer a few pointers on how to check securely and finally how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re actually 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 but if you have various approvals 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 update your permissions 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 precisely the like if you logged into the account directly through campaign monitor comm but without the extra steps of logging in frequently or working throughout multiple browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Steps