Campaign Monitor Subscript 2022

Lets talk Campaign Monitor Subscript…Hi everyone and thank you so much for joining us today on find out 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 campaign well until all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email 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 handle Campaign Monitor Subscript

the technical aspects of the combination software application our partnership with campaign screens is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions excellent thanks Ross and say a few more individuals have simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to know a bit about you guys are a quick poll 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 learning and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s fantastic to have so many people on the webinar can really see the answers being available in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well practically everybody 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 minutes time and see what those outcomes appear like okay yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are currently using the port so that’s actually great to see yeah and a bit of a curiosity going on so some individuals are simply seeking to understand more and yeah somebody wanting to connect so yeah that’s truly insightful which really assists us make sure 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 port is called we need to take a few minutes to inform you a 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 comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email campaigns and determine the outcomes immediately syncing your data between these 2 powerful apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company fantastic thanks manager and so 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 Subscript

you understand lasts about 15 minutes we’re also going to supply you an overview of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering 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 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 really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demo is the initial admin and the actual setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have the integration installed right now this is a terrific overview of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and discover some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action do not 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 two once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Subscript

 

own time and make certain you have actually got all the learnings and before we kick off the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our necessary professional enterprise group and limitless our integration operates at all but the vital addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns 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 primary email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our goal will be to send out an email project with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up 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 thorough demonstration of everything that you can do it will reveal you how you can get your company app syncing and ready to send out email marketing projects in just a few minutes there are likewise numerous other advantages to keeping your information consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also offer a few ideas on how to test securely and finally how to get in touch with the Beaufort 12 support group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re actually eager to sync our information then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as 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 may only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm however without the additional steps of visiting regularly or working throughout multiple browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Subscript