Campaign Monitor Sugarcrm 2022

Lets talk Campaign Monitor Sugarcrm…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well up until all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so firstly my name is rough 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 simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Sugarcrm

the technical elements of the integration software our partnership with campaign monitors is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still learning and looking 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 individuals on the webinar can actually see the answers being available 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 confidential so please do feel free to vote okay appear like well pretty much everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes look like all right yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the adapter so that’s truly excellent to see yeah and a little bit of a curiosity going on so some individuals are just seeking to know more and yeah someone seeking to link so yeah that’s actually informative and that really assists us ensure we kind 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 connector is called we need 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send email projects and determine the results instantly syncing your information in between these two powerful apps means that you’re always dealing with the current and most accurate information nor from within your Salesforce organization excellent thanks employer therefore simply sailor to go into a little 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 Sugarcrm

you know lasts about 15 minutes we’re likewise going to offer 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 responding to some questions that you sent in when you signed up 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 may discover that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so one thing we won’t be covering in today’s demo is the actual setup and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have actually the integration installed right now this is a fantastic overview of key functions and best practice for connecting Salesforce and campaign monitor ideally 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 enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various aspects 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 fret we’re taping 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 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Sugarcrm

 

own time and make certain you have actually got all the learnings and prior to we begin the demonstration much like to state a few 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 essential professional business group and unrestricted our combination works at all but the vital addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing subscriber information 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 e-mail project well this isn’t an extensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out email marketing projects in just a couple of minutes there are likewise lots of other benefits to keeping your data constant in between your serum and email marketing platform not the least of which is conserving 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 develop custom fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also supply a few ideas on how to check securely and lastly how to contact the Beaufort 12 support group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re actually keen to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 permissions from me you may only be able to see campaign monitor if your gain access to 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 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 precisely the same as if you logged into the account straight by means of campaign monitor comm but without the extra steps of visiting often or working throughout multiple internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Sugarcrm