Campaign Monitor Style Links 2022

Lets talk Campaign Monitor Style Links…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know completely about project well till all Beaufort 12 we just like to take a minute to present ourselves and our particular services to you so firstly my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Style Links

the technical aspects of the combination software our partnership with campaign monitors is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a couple of more participants have simply shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time but in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to understand a bit about you guys are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have many people on the webinar can actually see the responses being available in thick and fast we’re getting a bit of 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 fine appear like well basically everybody has actually voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like all right yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the connector so that’s truly excellent to see yeah and a bit of an interest going on so some individuals are simply looking to understand more and yeah someone aiming to link so yeah that’s really informative and that truly assists us ensure we type 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 connector is called we ought to take a couple of 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out email campaigns and determine the results instantly syncing your data between these two powerful apps indicates that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks employer 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 demonstration which is

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

you understand lasts about 15 minutes we’re also going to offer you an introduction 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 responding to some questions that you sent in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may discover that your concern will be covered because Q&A session but so as we get through 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 add in your question thank you therefore one thing we won’t be covering in today’s demo is the real installation and the initial admin setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have actually the integration installed just yet this is a fantastic summary of essential functions 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 a few of the ways you can utilize it to improve 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 on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions 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 different components that you can see on the screen here as I stated it’s going to last for simply on the third just on the 15 minutes so and if you do miss any of the action don’t fret we’re 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 two once we’ve done that so it’ll remain in your inbox so you can return and view this in your Campaign Monitor Style Links

 

own time and make certain you’ve got all the knowings and before we start the demonstration just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our important professional business group and endless our integration operates at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a few minutes there are likewise many other benefits to keeping your information constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and define recipients and send an e-mail project and view results we’ll likewise offer a couple of ideas on how to check safely and finally how to call the Beaufort 12 support group need 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 keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you may only be able to see campaign monitor if your access differs 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 most of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the additional steps of visiting regularly or working across numerous browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Style Links