Campaign Monitor Usa Inc 2022

Lets talk Campaign Monitor Usa Inc…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off 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 services with campaign wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Usa Inc

the technical aspects of the combination software application our partnership with campaign screens 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 fantastic thanks Ross and state a few more individuals have actually just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to start entering into the meat of it in a couple of minutes time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d like to understand a bit about you people are a fast poll so I’m just going to launch that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many people on the webinar can really see the answers can be found in thick and quick 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 confidential so please do do not hesitate to vote all right appear like well basically everybody has voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those outcomes appear like all right yeah I think 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 port so that’s actually excellent to see yeah and a little bit of an interest going on so some individuals are just aiming to understand more and yeah someone aiming to link so yeah that’s actually informative which truly helps us ensure we sort of tailor this to the best 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 must take a couple of moments to tell you a little bit more about what it is I believe 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 detailed set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send out email projects and measure the results instantly syncing your information between these two powerful apps means that you’re constantly working with the latest and most precise information nor from within your Salesforce company terrific thanks boss and so simply sailor to go into a little bit more information about today’s 45 minute session we’re gon na take you through a demonstration which is

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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 begin by addressing some questions 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 actually got 2 slides worth of those so you may discover that your question will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination installed right now this is an excellent introduction of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover a few of the methods you can utilize it to streamline 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 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 include your concerns in on the Q&A panel so we’re going to switch to the demo now which has been taped by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I stated it’s going to last for just on the 3rd simply on the 15 minutes so and if you do miss out on any of the action don’t worry we’re tape-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 more once we have actually done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Usa Inc

 

own time and make certain you’ve got all the knowings and prior to we begin the demonstration just 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 most likely know our vital expert business group and unrestricted our integration works at all but the essential addition it’s also where self was timeless and the more recent lightening user 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 demo hi and welcome to our QuickStart guide to utilizing 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 basic it is and how powerful it can be in this demonstration our objective will be to send out an e-mail campaign with campaign monitor utilizing existing customer information in Salesforce we’ll begin with 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 e-mail campaign well this isn’t a comprehensive demonstration of whatever that you can do it will show you how you can get your service app syncing and ready to send out e-mail marketing campaigns in just a couple of minutes there are also lots of other advantages to keeping your data constant in 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 produce a customer listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise supply a few tips on how to test securely and lastly how to contact the Beaufort 12 assistance team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really eager to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various approvals from me you might only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the additional steps of visiting often or working across numerous browser tabs let’s carry 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 Usa Inc