Campaign Monitor Vs Agile 2022

Lets talk Campaign Monitor Vs Agile…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know entirely about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor Vs Agile

the technical aspects of the combination software application our partnership with campaign monitors 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 presentation today and answering your concerns fantastic thanks Ross and say a couple of more participants have actually simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering into the meat of it in a few minutes 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 little bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you guys out there are existing consumers 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 things so Wow it’s excellent to have so many individuals on the webinar can actually see the answers coming in thick and quick 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 fine appear like well practically everybody has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like alright yeah I think that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s really terrific to see yeah and a little bit of a curiosity going on so some individuals are simply seeking to know more and yeah somebody seeking to link so yeah that’s actually informative which truly helps us make certain 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 utilizing cm4 SF the connector is called we must 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail campaigns and measure the results instantly syncing your data in between these two effective apps implies that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company fantastic thanks employer therefore simply sailor to go 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 Vs Agile

you know lasts about 15 minutes we’re likewise going to provide you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to 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 questions and we’ve actually got 2 slides worth of those so you might find that your question will be covered because Q&A session but so as we survive the Q&A session if you feel that you have got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so one thing we will not be covering in today’s demo is the real installation and the initial admin setup with the integration that stated we do ever help page that covers this initial step 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 fantastic summary of key features 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 a few of the methods you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later on but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your questions in on the Q&A panel so we’re going to switch to the demo now which has actually been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss any of the action don’t stress we’re tape-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 2 once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Vs Agile

 

own time and ensure you have actually got all the learnings and before we start the demonstration similar to to say 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 most likely know our necessary expert enterprise group and limitless our integration works at all but the vital addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about 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 using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail 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 email project with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the actions to sync your data and send 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 ready to send email marketing projects in just a couple of minutes there are likewise many other advantages to keeping your data consistent 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 produce 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 information synced for a specific time create an e-mail campaign in campaign monitor and specify receivers and send an email campaign and view results we’ll also offer a few pointers on how to evaluate safely and lastly how to get in touch with 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 connected to campaign monitor we’re really eager to sync our information then send our an email campaign utilizing 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just 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 authorizations 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 like if you logged into the account straight by means of campaign monitor comm however without the extra steps of logging in frequently or working throughout several web browser tabs let’s carry on to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Vs Agile