Campaign Monitor Utm Tags 2022

Lets talk Campaign Monitor Utm Tags…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us may not know completely about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing services with project wallets as straightforward email marketing and automation tools backed by human support connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Utm Tags

the technical aspects of the integration software application our partnership with project monitors is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns excellent thanks Ross and say a couple of more participants have just gotten here so yeah you’re just just in time we’re simply getting underway and we’re going to start entering into the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d love to know a bit about you guys 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 guys out there are existing clients versus those who are still looking and discovering and ready to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have numerous individuals on the webinar can truly see the responses can be found in thick and quickly we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay looks like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like alright yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the results so what a great deal of you are currently utilizing the port so that’s really excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah someone aiming to connect so yeah that’s really informative which actually assists us ensure we type of tailor this to the right 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 couple of moments to tell you a little 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 number one e-mail marketing at for Salesforce largely due to its simple setup and extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client information send out email projects and determine the results immediately syncing your information in between these 2 effective apps indicates that you’re always working with the most recent and most precise information nor from within your Salesforce company terrific thanks employer and so just sailor to enter 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 likewise going to supply you an overview of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got two slides worth of those so you may discover that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your concern thank you therefore something we won’t be covering in today’s demo is the initial admin and the actual setup setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the combination installed just yet this is an excellent introduction of key features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demonstration now which has been taped by Ross earlier which’s the getting going 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 just on the 15 minutes so and if you do miss any of the action don’t fret 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 be in your inbox so you can return and see this in your Campaign Monitor Utm Tags

 

own time and ensure you’ve got all the knowings and prior to we kick off the demo much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will probably understand our vital professional enterprise group and limitless our combination operates at all but the necessary addition it’s also where self was traditional and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a thorough demonstration of everything that you can do it will show you how you can get your company app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are also numerous other advantages to keeping your information constant between your serum and email 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 utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise supply a couple of tips on how to evaluate safely and lastly how to call 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’ve just connected to campaign monitor we’re actually eager to sync our data then send our an e-mail project using 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 but if you have various 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 update your consents 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account straight by means of campaign monitor comm but without the extra actions of logging in frequently or working across multiple browser tabs let’s proceed to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Utm Tags