Campaign Monitor Transactional Email 2022

Lets talk Campaign Monitor Transactional Email…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Transactional Email

the technical aspects of the combination software our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and state a few more individuals have simply shown up so yeah you’re simply in the nick of time we’re simply 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 have actually shared a couple of details about ourselves we ‘d love to understand a little bit about you men are a quick survey so I’m just going to launch 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 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 great to have many people on the webinar can truly see the responses can be found in thick and quick we’re getting a little 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 pretty much 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 few minutes time and see what those results look like alright yeah I believe that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are already using the port so that’s truly great to see yeah and a little bit of an interest going on so some people are simply looking to know more and yeah someone seeking to link so yeah that’s actually informative and that truly assists 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 using cm4 SF the port is called we need to take a couple of moments to tell 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 top e-mail marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out e-mail campaigns and determine the outcomes immediately syncing your data in between these 2 powerful apps implies that you’re always dealing with the latest and most accurate data nor from within your Salesforce company great thanks boss and so just sailor to go 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 Transactional Email

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to get going with using 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 in when you signed up so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you might find 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you therefore something we won’t be covering in today’s demo is the initial admin and the actual installation setup with the integration that said we do ever assist 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 just yet this is a great overview of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has actually been recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different 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 out on 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 be in your inbox so you can come back and watch this in your Campaign Monitor Transactional Email

 

own time and make sure you’ve got all the knowings and prior to we start the demo similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will probably know our vital professional business group and limitless our combination works at all but the vital addition it’s also where self was timeless and the newer lightening 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demonstration our objective will be to send an email project with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a detailed demo of everything that you can do it will show you how you can get your organization app syncing and ready to send email marketing campaigns in simply a couple of minutes there are likewise lots of other advantages to keeping your data constant 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 develop customized fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also supply a couple of suggestions on how to evaluate securely and finally how to call the Beaufort 12 support team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our information 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 merely called campaign monitor I’m seeing this as an admin but if you have different authorizations from me you may only 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 consents 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 visit and use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly via campaign monitor comm but without the additional actions of visiting regularly or working across numerous internet browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Transactional Email