Campaign Monitor Vs Pardot 2022

Lets talk Campaign Monitor Vs Pardot…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about project well till all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has actually never been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor Vs Pardot

the technical aspects of the combination software application our collaboration with project monitors is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions terrific thanks Ross and say a few more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a little bit about you people are a fast survey so I’m just going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have numerous people on the webinar can really see the answers being available in thick and quick we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well practically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like fine yeah I think that’s pretty much everyone 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 really fantastic to see yeah and a bit of an interest going on so some individuals are just seeking to know more and yeah somebody seeking to link so yeah that’s truly informative which truly helps us ensure we sort of tailor this to the right 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 couple of minutes to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send out e-mail projects and measure the results automatically syncing your data in between these 2 effective apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce company terrific thanks boss 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 Vs Pardot

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to start 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 because 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 actually look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the actual setup and the preliminary admin setup with the integration that said we do ever help page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration installed right now this is an excellent introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some concerns 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 taped by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not fret 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 more once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor Vs Pardot

 

own time and ensure you’ve got all the knowings and prior to we begin the demo just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably understand our important professional business group and limitless our combination works at all but the necessary addition it’s likewise where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a number one email 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 objective will be to send out an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your information and send an e-mail campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out e-mail marketing projects in just a few 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 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 develop customized fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail project in campaign monitor and define receivers and send out an e-mail campaign and view results we’ll also supply a couple of tips on how to test securely and lastly how to get in touch with the Beaufort 12 support group need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re truly keen to sync our information then send our an email project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different approvals from me you might only have the ability to see campaign monitor if your access 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 structure 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 through campaign monitor comm but without the extra actions of visiting often or working across multiple browser tabs let’s proceed to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Vs Pardot