Campaign Monitor Website 2022

Lets talk Campaign Monitor Website…Hi everyone and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everybody that’s joining us may not know entirely about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing services with project wallets as straightforward e-mail marketing and automation tools backed by human support 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 Website

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 lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your questions terrific thanks Ross and say a few more participants have actually just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to know a little bit about you people are a quick survey so I’m just going to introduce that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still looking and discovering 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 many people on the webinar can actually see the responses being available in thick and quickly we’re getting a bit of a trend 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 fine appear like well pretty much everybody has actually voted so if you want to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like fine yeah I believe that’s basically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already using the connector so that’s really terrific to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody looking to link so yeah that’s truly informative which really helps us make certain we kind 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 ought to take a few moments to tell 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 email marketing at for Salesforce largely due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer data send out e-mail campaigns and measure the results automatically syncing your information between these two powerful apps suggests that you’re constantly dealing with the latest and most accurate information nor from within your Salesforce organization excellent thanks boss therefore just sailor to enter 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 Website

you know lasts about 15 minutes we’re also 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 addressing 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 really got two slides worth of those so you might discover that your question 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 actually got a question that isn’t covered please do in fact look the Q&A panel at the bottom to add in your concern thank you and so something we won’t be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up just yet this is a great introduction of essential features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about a few of the methods you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been recorded by Ross earlier and that’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 worry we’re tape-recording this webinar so we’ll the top and tail it and get it all sorted out and we’ll share that with you in a day or more once we’ve done that so it’ll remain in your inbox so you can come back and watch this in your Campaign Monitor Website

 

own time and make certain you’ve got all the knowings and prior to we kick off the demonstration just like 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 probably understand our important professional enterprise group and endless our integration operates at all but the important addition it’s likewise where self was classic and the newer lightening 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 utilizing these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demo our goal will be to send an e-mail campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an email campaign 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 prepared to send out email marketing campaigns in simply a few minutes there are likewise many other advantages to keeping your data 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 produce 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 create an e-mail campaign in campaign monitor and define receivers and send an e-mail campaign and view results we’ll likewise supply a few pointers on how to test safely and lastly how to call the Beaufort 12 assistance team should 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 keen to sync our data then send our an email project using 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 approvals 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight via campaign monitor comm however without the additional steps of visiting often or working across several internet browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Website