Campaign Monitor Univex 2022

Lets talk Campaign Monitor Univex…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first of all my name is rough and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Univex

the technical elements 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 eagerly anticipating taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more individuals have actually just arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you people are a quick poll so I’m just going to introduce that now and yeah it’s the subject of how many of you guys 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 type of things so Wow it’s terrific to have many people on the webinar can actually see the answers being available in thick and quickly 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 everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those outcomes look like all right yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s actually terrific to see yeah and a little bit of a curiosity going on so some individuals are just aiming to understand more and yeah somebody wanting to link so yeah that’s really informative and that actually helps us make certain we kind of tailor this to the ideal audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the port is called we need to take a few minutes to inform you a little 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 largely due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send email campaigns and determine the results instantly syncing your data between these two effective apps indicates that you’re constantly working with the latest and most accurate information nor from within your Salesforce organization fantastic thanks boss therefore simply sailor to enter into a little bit more detail 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 Univex

you know 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 answering some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may find that your concern will be covered because 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 and so something we will not be covering in today’s demo is the preliminary admin and the actual setup 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 just a moment even if you don’t have the combination set up right now this is a fantastic summary of crucial features and finest practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the ways you can utilize it to simplify 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 on however if there’s anything that some if there’s anything that comes 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 demo now which has actually been recorded by Ross earlier and that’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 simply on the 15 minutes so and if you do miss out on any of the action do not stress we’re taping 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’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Univex

 

own time and ensure you’ve got all the knowings and prior to we kick off the demonstration similar to to say a few 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 important professional business group and endless our combination works at all but the necessary addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to 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 port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demonstration our goal will be to send an e-mail project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t an extensive demo of everything that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing campaigns in simply a couple of minutes there are likewise many other benefits to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send an e-mail campaign and view results we’ll likewise supply a few pointers on how to evaluate securely and lastly how to get in touch with the Beaufort 12 assistance group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just connected to campaign monitor we’re actually keen to sync our data 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 along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only 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 approvals 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 exactly the same as if you logged into the account directly through campaign monitor comm but without the extra steps of logging in regularly or working throughout several 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 Univex