Campaign Monitor Version Contorl 2022

Lets talk Campaign Monitor Version Contorl…Hi everybody and thank you so much for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know totally about campaign well until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first off my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Version Contorl

the technical aspects of the combination software our collaboration with campaign monitors is over 10 years old so myself and my group have got a great deal of experience working 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 participants have actually simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of details about ourselves we ‘d love to understand a bit about you men 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 learning and looking and about 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 can be found in thick and fast 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 fine appear like well practically everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like okay yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the adapter so that’s actually excellent to see yeah and a little bit of a curiosity going on so some people are just looking to understand more and yeah somebody looking to link so yeah that’s actually insightful and that really helps us make sure we type 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 using cm4 SF the adapter is called we ought to take a few moments 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 number one email marketing at for Salesforce mostly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out email projects and determine the results immediately syncing your data in between these two powerful apps implies that you’re constantly working with the most recent and most precise data nor from within your Salesforce company terrific thanks employer therefore just sailor to go into a little bit more information 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 Version Contorl

you understand lasts about 15 minutes we’re also going to provide you an introduction 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 signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you might discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you therefore one thing we will not be covering in today’s demonstration is the actual setup and the initial admin setup with the combination that stated 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 the integration set up right now this is a terrific overview of key functions and best 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 some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier which’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 just on the third simply 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 leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Version Contorl

 

own time and make sure you’ve got all the learnings and before we start the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably know our necessary professional enterprise group and unrestricted our integration operates at all but the necessary addition it’s also where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demonstration our objective will be to send out an email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a comprehensive demonstration of everything 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 few minutes there are likewise numerous other benefits to keeping your data consistent 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an e-mail campaign in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll likewise offer a few pointers on how to check safely and finally how to contact 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 just connected to campaign monitor we’re actually keen to sync our data then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you may only be able 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 the majority of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight via campaign monitor comm however without the additional steps of visiting frequently or working across numerous internet browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Version Contorl