Campaign Monitor Tag Manager 2022

Lets talk Campaign Monitor Tag Manager…Hi everyone 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 viewing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple e-mail marketing and automation tools backed by human assistance 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 Tag Manager

the technical elements of the integration software our partnership with campaign monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions fantastic thanks Ross and say a couple of more participants have actually simply gotten here so yeah you’re just in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a few information about ourselves we ‘d love to understand a bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have numerous individuals on the webinar can truly see the responses can be found in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote alright looks like well pretty much everyone has 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 appear like fine yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually terrific to see yeah and a bit of a curiosity going on so some individuals are just seeking to understand more and yeah someone wanting to link so yeah that’s actually informative and that really helps us make certain we type 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 utilizing cm4 SF the adapter 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 better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mainly due to its simple setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail projects and measure the results immediately syncing your information in between these two powerful apps means that you’re always dealing with the latest and most accurate data nor from within your Salesforce organization great thanks employer 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 Tag Manager

you understand lasts about 15 minutes we’re likewise going to provide 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 answering some questions that you sent 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 find that your question will be covered because Q&A session but so as we make it 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 therefore one thing we will not be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that stated 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 actually the integration installed right now this is a terrific introduction of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on but 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 to the demonstration now which has actually been taped by Ross earlier which’s the starting 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 simply on the 15 minutes so and if you do miss any of the action do not fret 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 have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Tag Manager

https://www.youtube.com/watch?v=MduU5H5R6sA

 

own time and make sure you’ve got all the learnings and prior to we start the demonstration similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our vital professional enterprise group and endless our integration works at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 information and send out an e-mail project well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send e-mail marketing campaigns in simply a few minutes there are also lots of other benefits to keeping your information consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and define recipients and send out an email project and view results we’ll also offer a few pointers on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually eager 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 approvals from me you might only have the ability to see campaign monitor if your gain access to 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 e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm but without the additional actions of logging in regularly or working throughout several browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Tag Manager