Campaign Monitor Subscription Forms 2022

Lets talk Campaign Monitor Subscription Forms…Hi everyone and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know entirely about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Subscription Forms

the technical aspects of the integration software our collaboration with project displays is over ten 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 answering your concerns great thanks Ross and state a couple of more participants have just arrived 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 however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a bit about you people are a fast poll 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 customers versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have many individuals on the webinar can really see the responses coming in thick and fast we’re getting a bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote all right looks like well basically everybody has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like all right yeah I think that’s practically everybody 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 connector so that’s truly great to see yeah and a little bit of a curiosity going on so some people are just seeking to understand more and yeah someone wanting to link so yeah that’s actually informative and that truly helps us make sure we type of tailor this to the right 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 ought to take a few minutes to inform you a little bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its simple setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out e-mail projects and measure the outcomes automatically syncing your information between these 2 effective apps indicates that you’re always working with the latest and most precise data nor from within your Salesforce organization excellent thanks manager therefore just sailor to go into a little 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 Subscription Forms

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to start with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got two slides worth of those so you may discover that your concern will be covered because Q&A session however so as we get through the Q&A session if you feel that you have actually 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 real setup and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up just yet this is an excellent summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns 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 getting going with campaign monitor for Salesforce which will cover the different aspects 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 fret we’re recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Campaign Monitor Subscription Forms

 

own time and ensure you have actually got all the learnings and before we start the demo similar to to say a couple of 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 expert enterprise group and endless our integration works at all but the vital addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one 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 goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll start from 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 information and send an email campaign well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your company app syncing and ready to send out e-mail marketing projects in just a few minutes there are also many other advantages to keeping your data consistent 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 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 specify receivers and send an email campaign and view results we’ll also provide a few pointers on how to check safely and finally how to get in touch with the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually eager to sync our information then send our an e-mail project 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 merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you might only have the ability 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 most of our setup an email building 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 via campaign monitor comm but without the additional actions of visiting regularly or working across multiple web browser tabs let’s move on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Subscription Forms