Campaign Monitor Survey Monkey 2022

Lets talk Campaign Monitor Survey Monkey…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 everybody that’s joining us may not know entirely about campaign well till all Beaufort 12 we similar to 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 simple email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Survey Monkey

the technical aspects of the combination software application our partnership with project screens is over ten years old so myself and my team 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 questions excellent thanks Ross and say a few more individuals have simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still looking and finding out and ready to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s great to have a lot of people on the webinar can really see the responses being available in thick and fast we’re getting a little 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 all right looks like well basically everybody has actually voted so if you wish 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 pretty much everybody has voted there so thank you a lot and here’s the results so what a great deal of you are already using the connector so that’s really fantastic to see yeah and a bit of an interest going on so some people are simply aiming to understand more and yeah somebody looking to connect so yeah that’s actually informative and that really helps us ensure we sort of tailor this to the best 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 adapter is called we should take a few minutes to tell 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 number one email marketing at for Salesforce largely due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send out email campaigns and determine the outcomes instantly syncing your information between these two powerful apps indicates that you’re always dealing with the latest and most precise data nor from within your Salesforce organization fantastic thanks employer therefore simply sailor to enter into a little bit more detail 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 Monkey

you know lasts about 15 minutes we’re also going to supply you an overview of how to get going with using 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 registered so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got two slides worth of those so you might find that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a question 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 real installation setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the integration installed right now this is a terrific summary of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to streamline 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 but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier which’s the getting started 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 3rd simply on the 15 minutes so and if you do miss any of the action don’t stress we’re taping 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 have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Survey Monkey

 

own time and ensure you have actually got all the knowings and prior to we start the demonstration much like to state a couple of 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 essential professional enterprise group and unlimited our integration works at all but the necessary addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts projects 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 adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send out an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing projects in just a few minutes there are likewise lots of other advantages to keeping your data constant 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail project in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll also supply a couple of tips on how to test safely and lastly how to call the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re really keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might 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 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 straight by means of campaign monitor comm but without the extra actions of logging in often or working throughout multiple browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Survey Monkey