Campaign Monitor Sup 2022

Lets talk Campaign Monitor Sup…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Sup

the technical elements of the combination software application our partnership with project monitors is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a few more participants have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a bit about you men are a quick poll so I’m simply going to introduce that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have many people on the webinar can truly see the answers being available in thick and fast we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote alright appear like well pretty much everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like all right yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the results so what a lot of you are currently utilizing the port so that’s truly great to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah someone looking to link so yeah that’s really informative which really assists us ensure we sort of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the connector is called we must take a few minutes to inform you a 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 number one e-mail marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send email projects and determine the outcomes automatically syncing your information between these 2 effective apps means that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization terrific 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 demonstration which is

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

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some concerns 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 actually got two 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 concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed right now this is a terrific overview of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not worry 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 two once we’ve done that so it’ll be in your inbox so you can come back and view this in your Campaign Monitor Sup

 

own time and make certain you’ve got all the learnings and prior to we kick off the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our necessary expert business group and limitless our integration operates at all but the vital addition it’s also where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re most likely familiar 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the steps to sync your data and send out an email campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send out email marketing projects in just a few minutes there are also 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 develop a subscriber 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 create an email project in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise offer a few tips on how to check securely and lastly how to get in touch with the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re truly keen 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various authorizations from me you might just 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure 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 straight via campaign monitor comm however without the extra steps of visiting regularly or working throughout numerous web browser tabs let’s carry on to developing a new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Sup