Campaign Monitor Vs Activecampaign 2022

Lets talk Campaign Monitor Vs Activecampaign…Hi everybody and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first off my name is grainy and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing organizations with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Vs Activecampaign

the technical elements of the integration software application our partnership with campaign monitors is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions terrific thanks Ross and state a couple of more individuals have just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a bit about you guys are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of the number of of you men out there are existing customers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous people on the webinar can really see the responses coming in thick and quickly we’re getting a little a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well basically 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 results look like all right yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently using the port so that’s actually excellent to see yeah and a bit of a curiosity going on so some individuals are simply aiming to understand more and yeah somebody looking to link so yeah that’s actually insightful which actually assists us make certain we type 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 connector is called we need to take a few moments to inform you a 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and determine the results immediately syncing your data between these 2 powerful apps suggests that you’re constantly working with the latest and most precise data nor from within your Salesforce organization terrific thanks boss therefore simply 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 Vs Activecampaign

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to 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 concern will be covered in that Q&A session however so as we make it 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 one thing we won’t be covering in today’s demo is the initial admin and the actual installation setup with the combination that said we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a minute even if you don’t have the combination set up just yet this is a great overview of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t be covering some questions later on but if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include 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 starting with campaign monitor for Salesforce which will cover the different components that you can see on the screen here as I said 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 do not stress we’re taping 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 two once we’ve done that so it’ll be in your inbox so you can come back and see this in your Campaign Monitor Vs Activecampaign

 

own time and make sure you have actually got all the learnings and prior to we begin the demo just like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our essential expert enterprise group and endless our integration works at all but the necessary addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts campaigns 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 port by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how effective it can be in this demo our objective will be to send an e-mail project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the steps to sync your information and send out an email project well this isn’t a detailed demo of whatever that you can do it will show you how you can get your organization app syncing and all set to send out email marketing campaigns in simply a few minutes there are also numerous other advantages to keeping your information consistent in between your serum and email marketing platform not the least of which is conserving 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 using the import wizard create custom fills and setup Salesforce field mappings share your data synced for a specific time produce an email project in campaign monitor and specify recipients and send out an email campaign and view results we’ll likewise offer a couple of ideas on how to evaluate securely and finally how to call the Beaufort 12 assistance team must 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 really eager to sync our data then send our an e-mail campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have various approvals 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 update 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 precisely the like if you logged into the account straight by means of campaign monitor comm however without the additional actions of logging in often or working across numerous browser tabs let’s proceed to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Vs Activecampaign