Campaign Monitor Video Tutorial 2022

Lets talk Campaign Monitor Video Tutorial…Hi everybody and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Video Tutorial

the technical elements of the combination software application our collaboration with campaign displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns great thanks Ross and say a few more participants have actually just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering 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 little bit about you people are a fast poll so I’m just going to release 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 make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the responses being available in thick and fast we’re getting a bit of a pattern 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 alright looks like well practically everyone has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like alright yeah I think that’s pretty much everyone has voted there so thank you a lot and here’s the results so what a great deal of you are already using the adapter so that’s actually excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to understand more and yeah somebody seeking to connect so yeah that’s actually insightful which really helps us make certain 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 connector is called we should take a couple of minutes 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 top e-mail marketing at for Salesforce largely due to its simple setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer information send out email projects and measure the outcomes instantly syncing your information between these two powerful apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce organization excellent thanks boss and so just sailor to enter 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 Video Tutorial

you understand lasts about 15 minutes we’re also going to provide you an overview of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve really got two slides worth of those so you might find that your question will be covered in that Q&A session but so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you therefore something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a minute even if you do not have the combination installed right now this is a terrific summary of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn more about some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various elements 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 do not fret 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 two once we’ve done that so it’ll remain in your inbox so you can come back and enjoy this in your Campaign Monitor Video Tutorial

 

own time and make certain you have actually got all the learnings and prior to we start 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 available as you will most likely understand our essential professional business group and unlimited our combination works at all but the vital addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail project well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out e-mail marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your data 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also supply a couple of tips on how to test securely and lastly how to contact the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually eager to sync our information then send our an email project using 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 just called campaign monitor I’m seeing this as an admin however if you have various permissions from me you may only be able to see campaign monitor if your gain access to differs 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 building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm but without the additional actions of visiting frequently or working across multiple 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 Video Tutorial