Campaign Monitor Template Image 2022

Lets talk Campaign Monitor Template Image…Hi everyone and thank you a lot for joining us today on discover 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 project well up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so to start with my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Template Image

the technical aspects of the integration software application our collaboration with project displays is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions terrific thanks Ross and state a few more participants have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d enjoy to know a bit about you people are a fast 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 customers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have so many people on the webinar can truly see the responses coming in thick and fast we’re getting a bit of a trend 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 fine looks like well basically everyone has actually voted so if you want to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like all right yeah I think that’s pretty much everybody has actually voted there so thank you so much and here’s the results so what a lot of you are already utilizing the connector so that’s actually terrific to see yeah and a bit of a curiosity going on so some people are just seeking to know more and yeah someone looking to connect so yeah that’s really informative and that actually assists us ensure we sort of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we should take a few moments 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 number one e-mail marketing at for Salesforce mostly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send email campaigns and determine the results instantly syncing your data between these two effective apps suggests that you’re always dealing with the latest and most precise information nor from within your Salesforce company terrific thanks manager therefore simply sailor to go into a 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 Template Image

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 start by addressing some concerns that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those concerns 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 make it 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 won’t be covering in today’s demo is the actual installation and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination set up just yet this is a great overview of crucial functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later but 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 to the demo now which has actually been taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re taping 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 two once we’ve done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Template Image

 

own time and make certain you have actually got all the knowings and prior to we start the demo much like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our important expert business group and unlimited our combination works at all but the important addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns 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 top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your data and send an e-mail project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your business app syncing and all set to send out e-mail marketing campaigns in simply a couple of minutes there are likewise numerous other benefits to keeping your data 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and define recipients and send an email project and view results we’ll also offer a few pointers on how to check safely and finally how to contact the Beaufort 12 support team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really eager to sync our data then send our an email project 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 various authorizations from me you might just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure 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 often or working across multiple web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Template Image