Campaign Monitor Vuture 2022

Lets talk Campaign Monitor Vuture…Hi everybody and thank you so much for joining us today on learn how to use campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Vuture

the technical elements of the combination software 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 anticipating taking you through the presentation today and answering your concerns great thanks Ross and say a couple of more participants have actually just shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start entering into the meat of it in a few moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a bit about you guys are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have so many people on the webinar can really see the answers coming in thick and quick we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote all right looks like well practically everybody has actually voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes look like all right yeah I believe that’s basically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the adapter so that’s really excellent to see yeah and a bit of a curiosity going on so some people are simply looking to understand more and yeah somebody looking to link so yeah that’s really insightful which truly helps us make sure we kind of tailor this to the best 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 port is called we must take a few 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 primary email marketing at for Salesforce mainly due to its simple setup and comprehensive 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 determine the outcomes automatically syncing your data in between these two powerful apps indicates that you’re always working with the current and most accurate data nor from within your Salesforce company great thanks employer therefore simply sailor to enter into a 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 Vuture

you know lasts about 15 minutes we’re likewise going to supply you an overview of how to begin 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 signed up so we’ll have those up on screen too so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we get 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 question thank you therefore one thing we won’t be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you do not have the integration set up just yet this is a fantastic introduction of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize 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 concerns later on but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has actually been taped by Ross earlier and that’s the beginning 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 just on the third simply on the 15 minutes so and if you do miss any of the action do not fret 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 more once we have actually done that so it’ll remain in your inbox so you can return and enjoy this in your Campaign Monitor Vuture

 

own time and ensure you have actually got all the knowings and before we begin the demo much like to say a few words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our important professional enterprise group and unrestricted our combination works at all but the important addition it’s also where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this connector by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your service app syncing and all set to send email marketing campaigns in just a couple of minutes there are likewise many other benefits to keeping your data constant 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define recipients and send an email campaign and view results we’ll likewise offer a couple of pointers on how to test securely and finally how to call the Beaufort 12 support group need to you have any concerns 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 eager to sync our information 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 merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly by means of campaign monitor comm but without the extra actions of logging in regularly or working across numerous 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 Vuture