Campaign Monitor What Is 2022

Lets talk Campaign Monitor What Is…Hi everybody 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 seeing as everyone that’s joining us may not know completely about project well till all Beaufort 12 we much like to take a moment to present ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor What Is

the technical elements of the combination software application our collaboration with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns excellent thanks Ross and say a couple of more participants have just shown up so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing clients versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have a lot of individuals on the webinar can really see the answers can be found 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 anonymous so please do do not hesitate to vote alright appear like well pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results appear like all right yeah I believe that’s basically everybody has actually voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually great to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah somebody aiming to link so yeah that’s actually insightful which really assists us make certain 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 adapter is called we must take a couple of moments 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 top email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out e-mail campaigns and measure the outcomes automatically syncing your information in between these two effective apps indicates that you’re always dealing with the most recent and most accurate data nor from within your Salesforce organization fantastic thanks manager and so 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 What Is

you understand lasts about 15 minutes we’re likewise going to provide you a summary 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 in when you signed up so we’ll have those up on screen as well so so you can follow those concerns and we’ve actually got two slides worth of those so you may 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 got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you therefore one thing we will not be covering in today’s demo is the preliminary admin and the real 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 simply a moment even if you don’t have actually the integration set up right now this is an excellent introduction of key functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the ways you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that springs to mind 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 demonstration now which has been tape-recorded by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said it’s going to last for simply on the third simply on the 15 minutes so and if you do miss any of the action don’t stress we’re recording this webinar so we’ll the leading and tail it and get it all sorted 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 watch this in your Campaign Monitor What Is

 

own time and make certain you have actually got all the knowings and prior to we kick off the demonstration just like to state a couple of words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our vital professional business group and unrestricted our integration works at all but the essential addition it’s also where self was traditional and the more recent lightening interface if you’re an existing Salesforce user you’re likely familiar 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 using campaign monitor for Salesforce this port by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demonstration our goal will be to send out an e-mail project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your company app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also 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 create a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom fills and setup Salesforce field mappings share your information synced for a particular time produce an email campaign in campaign monitor and define receivers and send out an email campaign and view results we’ll likewise supply a few tips on how to evaluate safely and finally how to call the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re actually keen to sync our data then send our an e-mail project using 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 various 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 most 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 however without the extra actions of visiting regularly or working across several internet browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor What Is