Campaign Monitor Whitelist 2022

Lets talk Campaign Monitor Whitelist…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until 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’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Whitelist

the technical elements of the integration software application our partnership with campaign monitors is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so anticipating taking you through the presentation today and addressing your concerns excellent thanks Ross and state a few more participants have just arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering into the meat of it in a few moments time however in the minute for the moment now we’ve shared a couple of information about ourselves we ‘d like to understand a little bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the subject of how many of you people out there are existing customers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have so many individuals on the webinar can actually see the answers being available in thick and quickly we’re getting a 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 appear like well basically everyone has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like fine yeah I believe that’s pretty much everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s really fantastic to see yeah and a little bit of an interest going on so some people are just wanting to understand more and yeah someone seeking to link so yeah that’s truly informative and that truly 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 using cm4 SF the connector is called we need to take a few moments to inform you a little 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 top email marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail campaigns and determine the outcomes immediately syncing your data in between these two effective apps means that you’re always working with the current and most accurate information nor from within your Salesforce organization excellent thanks boss therefore just sailor to go 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 Whitelist

you understand lasts about 15 minutes we’re likewise going to offer you an introduction 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 as well so so you can follow those concerns and we’ve actually got two slides worth of those so you might find that your concern will be covered because Q&A session but so as we survive the Q&A session if you feel that you have actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you therefore one thing we will not be covering in today’s demonstration is the actual setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is an excellent overview of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demonstration now which has been tape-recorded by Ross earlier and that’s the beginning 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 third simply 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 sorted out and we’ll share that with you in a day or 2 once we have actually done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitor Whitelist

 

own time and make sure you have actually got all the knowings and before we kick off the demonstration just like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are available as you will most likely understand our necessary professional enterprise group and unrestricted our combination operates at all but the important addition it’s also where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re 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 using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our goal will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email 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 email marketing projects in just a couple of minutes there are likewise many other benefits 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list using 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 an e-mail project and view results we’ll also provide a couple of pointers on how to test securely and finally how to get in touch with 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 simply linked to campaign monitor we’re truly eager to sync our data then send our an email 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 simply called campaign monitor I’m seeing this as an admin however if you have various authorizations from me you may just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm however without the additional steps of logging in often or working across several internet browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Whitelist