Campaign Monitor Tutorial Video 2022

Lets talk Campaign Monitor Tutorial Video…Hi everybody 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 viewing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor customer experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Tutorial Video

the technical elements of the combination software our collaboration with project screens 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 answering your concerns terrific thanks Ross and say a few more participants have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few information about ourselves we ‘d love to know a bit about you guys are a quick survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the answers coming in thick and fast we’re getting a little 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 fine appear like well pretty much everyone has voted so if you wish to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like fine yeah I believe that’s pretty much everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the adapter so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody wanting to connect so yeah that’s actually insightful which really helps us make certain we type of tailor this to the right 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 adapter is called we ought to take a few moments to inform 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 primary e-mail marketing at for Salesforce mainly due to its simple 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 determine the results automatically syncing your information in between these 2 effective apps suggests that you’re always working with the current and most accurate data nor from within your Salesforce company excellent thanks manager and so simply 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 Tutorial Video

you understand lasts about 15 minutes we’re also going to supply you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we won’t be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you don’t have the combination installed right now this is a fantastic summary of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the starting 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 just 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 2 once we’ve done that so it’ll remain in your inbox so you can come back and view this in your Campaign Monitor Tutorial Video

 

own time and make sure you’ve got all the learnings and before we start the demo just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will probably understand our essential expert enterprise group and unlimited our integration works at all but the essential addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts projects 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 easy it is and how powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a detailed demo of whatever that you can do it will reveal you how you can get your service app syncing and ready to send e-mail marketing campaigns in just a few minutes there are likewise many other advantages to keeping your data consistent 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 utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also offer a couple of pointers on how to evaluate securely and lastly how to get in touch with 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 linked to campaign monitor we’re actually eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re 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 consents from me you may just be able to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your authorizations 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 log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm but without the additional steps of logging in frequently or working across multiple internet browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Tutorial Video