Campaign Monitor Tracking Code 2022

Lets talk Campaign Monitor Tracking Code…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we much like to take a minute to introduce ourselves and our particular services to you so firstly my name is grainy and I become part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with campaign wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Tracking Code

the technical elements of the integration software our collaboration with project monitors is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns fantastic thanks Ross and say a couple of more individuals have actually simply gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d love 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 topic of the number of of you guys out there are existing customers versus those who are still looking and learning and ready to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have many people on the webinar can really see the responses coming in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote alright looks like well pretty much everybody has voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s basically 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 port so that’s really terrific to see yeah and a bit of an interest going on so some individuals are just aiming to understand more and yeah someone wanting to link so yeah that’s truly informative which actually assists us ensure we sort 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 port is called we ought to take a couple of minutes to tell you a little 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 top e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send email campaigns and measure the outcomes immediately syncing your information between these two effective apps implies that you’re constantly dealing with the current and most precise data nor from within your Salesforce company fantastic thanks manager and so just 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

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you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some questions that you sent out in when you signed up so we’ll have those up on screen as well 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 however so as we get through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you do not have actually the integration set up just yet this is a fantastic overview of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover 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 currently covered yeah we will not 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 demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said it’s going to last for just on the third just on the 15 minutes so and if you do miss any of the action do not 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 have actually done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Tracking Code

 

own time and ensure you’ve got all the knowings and before we begin the demo just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will probably understand our necessary expert business group and limitless 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 knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demonstration our goal will be to send an email project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your data and send out an email project well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your business app syncing and all set to send email marketing campaigns in simply a few minutes there are also numerous other advantages to keeping your data consistent in 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 subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also offer a couple of tips on how to check safely and finally how to call the Beaufort 12 assistance group ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually keen to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re 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 permissions from me you may 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 upgrade your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email structure today

with this campaign monitor tab you can visit 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 frequently or working across several web browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Tracking Code