Campaign Monitor Technology 2022

Lets talk Campaign Monitor Technology…Hi everyone and thank you so much for joining us today on find out 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 entirely about project well up until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Technology

the technical aspects of the combination software our partnership with campaign monitors is over 10 years old so myself and my group 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 great thanks Ross and say a couple of more participants have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few minutes time but in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to know a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the subject of how many of you guys out there are existing clients versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have numerous individuals on the webinar can truly see the answers coming in thick and quickly we’re getting a bit of 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 appear like well practically everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results appear like alright yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly fantastic to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah someone seeking to link so yeah that’s actually informative which truly helps 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 must take a few minutes to inform you a bit more about what it is I believe this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and determine the outcomes immediately syncing your information in between these two powerful apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce company great thanks boss and so 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 Technology

you know lasts about 15 minutes we’re also going to provide you an overview of how to begin 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 in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you may discover that your question will be covered in that Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demo is the actual setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed right now this is an excellent overview of key functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not worry we’re tape-recording this webinar so we’ll the top and tail it and get it all figured out and we’ll share that with you in a day or 2 once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Technology

 

own time and ensure you’ve got all the knowings and prior to we kick off the demonstration much like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely know our essential expert business group and limitless our integration works at all but the vital addition it’s likewise where self was classic 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 utilizing campaign monitor for Salesforce this port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just 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 detailed demo of whatever that you can do it will show you how you can get your company app syncing and ready to send out e-mail marketing projects in just a few minutes there are also numerous other advantages to keeping your information constant between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce 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 information synced for a specific time develop an email campaign in campaign monitor and specify recipients and send out an e-mail campaign and view results we’ll likewise supply a couple of ideas on how to test safely and lastly how to get in touch with the Beaufort 12 support team ought to 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 truly eager to sync our data then send our an e-mail campaign using campaign monitor to get you orientated we remain 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 however if you have different authorizations from me you might just 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 the majority of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the additional actions of logging in regularly or working across numerous browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Technology