Campaign Monitor Table Of Contents 2022

Lets talk Campaign Monitor Table Of Contents…Hi everybody and thank you a lot for joining us today on find out 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 similar to to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Table Of Contents

the technical elements of the combination software application our collaboration with campaign screens is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more individuals have actually just arrived so yeah you’re just 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 however in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d like to know a little bit about you guys are a quick survey so I’m simply going to release that now and yeah it’s the topic of how many of you men 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 kind of things so Wow it’s fantastic to have a lot of people on the webinar can truly see the responses being available in thick and quick we’re getting a little 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 all right looks like well basically everybody has actually voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I think that’s pretty much everyone has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the connector so that’s really excellent to see yeah and a little bit of a curiosity going on so some individuals are just wanting to understand more and yeah someone looking to connect so yeah that’s truly insightful and that actually assists us ensure 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 utilizing cm4 SF the adapter is called we ought to take a couple of minutes to inform you a 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 top email marketing at for Salesforce mainly due to its easy setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail projects and determine the results immediately syncing your data between these two powerful apps suggests that you’re always working with the current and most precise data nor from within your Salesforce company fantastic thanks manager and so simply sailor to go into a little bit more detail 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 Table Of Contents

you understand lasts about 15 minutes we’re also going to supply 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 responding to some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve actually got 2 slides worth of those so you may find that your question will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do actually 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 initial admin and the actual setup setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is a terrific overview of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I stated it’s going to last for simply on the third 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Campaign Monitor Table Of Contents

 

own time and make certain you’ve got all the learnings and before we begin the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely know our essential expert business group and unlimited our integration operates at all but the important addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demo our goal will be to send an email project with campaign monitor using existing customer data 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 out an e-mail project well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your organization app syncing and all set to send email marketing projects in simply a few minutes there are likewise numerous other benefits to keeping your information consistent 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 particular time produce an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise supply a couple of tips on how to check safely and lastly how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re actually eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have various consents from me you may only have the ability to see campaign monitor if your access varies 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 visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight by means of campaign monitor comm but without the extra actions of visiting regularly or working across numerous web browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Table Of Contents