Campaign Monitor Triggers 2022

Lets talk Campaign Monitor Triggers…Hi everybody 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 everybody that’s joining us might not know completely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Triggers

the technical aspects of the integration software our partnership with project displays is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a few more individuals have simply shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a few moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to know a little bit about you people are a quick poll so I’m just going to launch that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s great to have numerous individuals on the webinar can really see the responses being available in thick and quickly we’re getting a bit of a pattern however 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 pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results look like okay yeah I think that’s basically everybody has voted there so thank you a lot and here’s the results so what a great deal of you are currently using the connector so that’s really fantastic to see yeah and a little bit of an interest going on so some individuals are simply aiming to understand more and yeah someone seeking to link so yeah that’s truly informative and that really helps us make sure 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 using cm4 SF the port is called we should take a couple of 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 top e-mail marketing at for Salesforce mainly due to its simple setup and extensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send email projects and measure the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re always dealing with the most recent and most accurate information nor from within your Salesforce company excellent thanks employer and so just sailor to enter into a 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 Triggers

you know lasts about 15 minutes we’re also going to supply you an introduction 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 answering some concerns 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 discover that your question will be covered because Q&A session but so as we get through the Q&A session if you feel that you have actually 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 something we will not be covering in today’s demo is the preliminary admin and the actual installation 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 just a moment even if you don’t have actually the integration set up just yet this is a great overview of key functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple 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 have actually currently covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that comes 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 over to the demo now which has actually been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action do not stress we’re tape-recording this webinar so we’ll the leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor Triggers

 

own time and make sure you’ve got all the knowings and prior to we kick off the demonstration much like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our important expert enterprise 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 acquainted 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 simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been installed and linked 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 everything that you can do it will show you how you can get your company app syncing and all set to send e-mail marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information constant in between your serum and email marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard develop custom fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a couple of ideas on how to evaluate safely and finally how to contact the Beaufort 12 support team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail campaign using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different consents 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight via campaign monitor comm but without the additional actions of visiting frequently or working across multiple internet browser tabs let’s carry on to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Triggers