Campaign Monitor Web Version 2022

Lets talk Campaign Monitor Web Version…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 might not know completely about campaign well till all Beaufort 12 we just like to take a moment to introduce ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Web Version

the technical aspects of the combination software application our collaboration with campaign screens is over ten years old so myself and my team have got a lot of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions excellent thanks Ross and state a couple of more participants have just shown up so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to introduce 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 finding out and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of individuals on the webinar can truly see the answers can be found 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 confidential so please do feel free to vote fine looks like well basically everyone has actually voted so if you wish to utilize the survey button at the bottom we’re gon na cover it up in a few moments time and see what those results look like okay yeah I think that’s basically everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the port so that’s really excellent to see yeah and a bit of an interest going on so some individuals are just aiming to know more and yeah someone seeking to connect so yeah that’s really insightful which really helps us make certain we type 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 need to take a couple of minutes to inform you a 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 e-mail marketing at for Salesforce largely due to its easy setup and extensive set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email projects and determine the outcomes automatically syncing your data in between these 2 effective apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company excellent thanks manager therefore just sailor to go into a little bit more detail 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 Web Version

you understand lasts about 15 minutes we’re likewise going to offer 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 begin by addressing 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 concerns 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 but 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 really 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 preliminary admin and the real installation setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the integration installed just yet this is a great summary of key features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the getting going 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 simply on the 3rd simply on the 15 minutes so and if you do miss any of the action don’t worry we’re taping 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 two once we’ve done that so it’ll be in your inbox so you can return and watch this in your Campaign Monitor Web Version

 

own time and make certain you have actually got all the knowings and before we start 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 know our necessary expert business group and endless our combination works at all but the important addition it’s likewise where self was timeless and the more recent lightening user 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 using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector 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 goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been installed and connected to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a detailed demonstration of whatever that you can do it will show you how you can get your service app syncing and all set to send out email marketing campaigns in just a few minutes there are likewise many other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time produce an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise supply a few ideas on how to check safely and lastly how to call the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re truly keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the extra steps of visiting often or working throughout multiple browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Web Version