Campaign Monitor Universal Share Button 2022

Lets talk Campaign Monitor Universal Share Button…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Universal Share Button

the technical aspects of the integration software application our collaboration with campaign displays is over ten 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 questions terrific thanks Ross and say a couple of more individuals have just gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d like to know a bit about you people are a quick survey 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 consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have numerous individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a bit of 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 okay appear like well basically everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like all right yeah I believe that’s pretty much everybody has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the adapter so that’s really excellent to see yeah and a little bit of an interest going on so some people are just looking to know more and yeah someone aiming to connect so yeah that’s truly insightful and that truly assists us make certain 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 should take a few 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 primary email marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail projects and measure the outcomes automatically syncing your information in between these 2 powerful apps implies that you’re always working with the latest and most precise data nor from within your Salesforce company excellent thanks manager therefore simply sailor to go into a bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

What is a good open rate for email 2020? Campaign Monitor Universal Share Button

you understand lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve in fact got two slides worth of those so you might find that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore something we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that said 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 set up just yet this is an excellent introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and find out about a few of the methods you can utilize 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 concerns later 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the beginning 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 third just on the 15 minutes so and if you do miss out on any of the action don’t worry we’re recording 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 be in your inbox so you can return and see this in your Campaign Monitor Universal Share Button

 

own time and make certain you have actually got all the knowings and prior to we begin the demonstration just like to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably understand our vital professional business group and endless our combination works at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail 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 objective will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a detailed demo of whatever that you can do it will show you how you can get your service app syncing and prepared to send out email marketing projects in simply a couple of minutes there are also numerous 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 create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and specify recipients and send an email project and view results we’ll likewise offer a few pointers on how to test securely and finally how to call the Beaufort 12 support group 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 really eager to sync our information then send our an e-mail project utilizing 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 merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you might just have the ability to see campaign monitor if your gain access to 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 most of our setup an e-mail building today

with this campaign monitor tab you can visit and use 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 extra steps of logging in frequently or working throughout numerous internet browser tabs let’s move 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 Universal Share Button