Campaign Monitor Support Beaufort 12 2022

Lets talk Campaign Monitor Support Beaufort 12…Hi everybody and thank you a lot for joining us today on learn how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Support Beaufort 12

the technical elements of the integration software our collaboration with campaign displays is over 10 years old so myself and my group 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 concerns excellent thanks Ross and state a few more participants have just shown up 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 but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you men are a quick poll so I’m just going to introduce that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have so many people on the webinar can actually see the responses can be found in thick and quickly we’re getting a little bit of a pattern 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 looks like well pretty much everyone has voted so if you want to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like alright 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 using the port so that’s actually fantastic to see yeah and a bit of an interest going on so some individuals are simply seeking to understand more and yeah somebody wanting to link so yeah that’s truly insightful and that actually assists us make sure we sort 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 must take a couple of minutes to tell you a 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 primary email marketing at for Salesforce largely due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer data send email campaigns and determine the results automatically syncing your information between these two powerful apps suggests that you’re constantly working with the latest and most precise information nor from within your Salesforce organization fantastic thanks employer and so 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 Support Beaufort 12

you understand lasts about 15 minutes we’re also going to offer you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demonstration is the preliminary admin and the actual installation setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have the combination set up right now this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later however 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 over to the demonstration now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action do not stress 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 be in your inbox so you can come back and see this in your Campaign Monitor Support Beaufort 12

 

own time and make sure you’ve got all the knowings and before we begin the demonstration 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 available as you will probably know our vital professional business group and unlimited our combination operates at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing projects in just a couple of minutes there are likewise many other advantages to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify receivers and send out an e-mail project and view results we’ll likewise supply a few pointers on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re really keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different consents from me you might 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 most of our setup an email structure 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 directly through campaign monitor comm however without the extra steps of logging in regularly or working across several browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Support Beaufort 12