Campaign Monitor Survey Emails 2022

Lets talk Campaign Monitor Survey Emails…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us may not know totally about project well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Survey Emails

the technical aspects of the combination software application our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and answering your questions great thanks Ross and say a few more participants have just arrived so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m just going to introduce that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and finding out and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s excellent to have numerous people on the webinar can truly see the responses can be found in thick and fast we’re getting a little a pattern 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 fine looks like well basically everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like okay yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the port so that’s really terrific to see yeah and a bit of an interest going on so some people are just wanting to understand more and yeah somebody looking to connect so yeah that’s actually insightful which truly helps us make certain we sort of tailor this to the ideal 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 moments to inform you a little bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the primary e-mail marketing at for Salesforce largely due to its easy setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email campaigns and determine the results automatically syncing your data in between these two effective apps suggests that you’re always working with the most recent and most accurate data nor from within your Salesforce company fantastic thanks boss and so simply sailor to enter 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 Survey Emails

you understand lasts about 15 minutes we’re also going to provide you an overview of how to get started 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 signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might find that your concern will be covered because Q&A session however so as we survive the Q&A session if you feel that you have got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo 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 simply a moment even if you don’t have the integration set up just yet this is a terrific overview of essential features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that springs 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 taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for simply on the third 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 sorted out and we’ll share that with you in a day or 2 once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Survey Emails

 

own time and ensure you’ve got all the knowings and before we begin the demonstration much like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our necessary professional business group and unrestricted our combination operates at all but the vital addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo 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 reveal you how simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email project well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your organization app syncing and ready to send out e-mail marketing projects in just a couple of minutes there are likewise numerous other advantages to keeping your data constant in 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 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 particular time produce an e-mail project in campaign monitor and specify receivers and send out an email project and view results we’ll likewise offer a couple of pointers on how to evaluate securely and finally how to contact the Beaufort 12 assistance group must 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 truly keen to sync our data then send our an e-mail campaign 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 permissions from me you may just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals 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 visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the additional actions of visiting frequently or working across numerous web browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Survey Emails