Campaign Monitor Test Personalisation 2022

Lets talk Campaign Monitor Test Personalisation…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well till all Beaufort 12 we just like to take a minute to introduce ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor consumer 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 ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Test Personalisation

the technical aspects of the combination software our collaboration with project monitors is over 10 years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns fantastic thanks Ross and say a few more participants have actually simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a couple of moments time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a little bit about you men are a quick poll so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have so many people on the webinar can actually see the responses can be found in thick and fast we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine appear like well basically 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 minutes time and see what those outcomes appear like all right yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s really great to see yeah and a little bit of an interest going on so some individuals are just looking to know more and yeah someone aiming to connect so yeah that’s really insightful which truly helps us make sure we type 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 couple of minutes to tell you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the primary email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email projects and measure the outcomes immediately syncing your data between these 2 powerful apps indicates that you’re always working with the most recent and most accurate information nor from within your Salesforce organization excellent thanks employer and so just 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 Test Personalisation

you know lasts about 15 minutes we’re likewise going to provide you a summary of how to get going with utilizing 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 out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got 2 slides worth of those so you may find that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do really 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 real setup and the initial admin setup with the combination that stated 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 set up right now this is a great introduction of essential 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 learn about some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns later but if there’s anything that some if there’s anything that comes 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 actually been tape-recorded by Ross earlier and that’s the getting started 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re tape-recording this webinar so we’ll the leading and tail it and get it all figured 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 view this in your Campaign Monitor Test Personalisation

 

own time and make sure you have actually got all the knowings and prior to we begin the demo just 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 know our important professional enterprise group and unlimited our combination operates at all but the vital addition it’s also where self was classic and the newer lightening user 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out an e-mail campaign with campaign monitor using existing customer 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 information and send out an e-mail campaign well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your service app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are likewise many other advantages to keeping your data 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 using the import wizard produce customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll likewise offer a few ideas on how to test securely and lastly how to call the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re truly keen to sync our data then send our an email campaign using 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 just called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may just 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight through campaign monitor comm however without the extra steps of visiting frequently or working throughout several web browser tabs let’s carry on to creating a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Test Personalisation