Campaign Monitor Who Gets Admin Billing 2022

Lets talk Campaign Monitor Who Gets Admin Billing…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so firstly my name is rough and I become part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support connecting with your audience has actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaign Monitor Who Gets Admin Billing

the technical elements of the combination software application our partnership with project monitors is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your concerns excellent thanks Ross and say a couple of more participants have actually simply shown up 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 but in the moment for the moment now we’ve shared a few information about ourselves we ‘d enjoy to know a bit about you men are a fast poll so I’m simply going to release 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 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 really see the responses can be found in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay appear like well basically everybody has voted so if you want to utilize the survey button at the bottom we’re gon na cover it up in a couple of minutes time and see what those results appear like okay yeah I think that’s practically everybody has voted there so thank you so much and here’s the results so what a great deal of you are currently using the adapter so that’s actually excellent to see yeah and a little bit of an interest going on so some people are just seeking to understand more and yeah someone looking to link so yeah that’s actually informative which actually assists us make sure we kind of tailor this to the ideal 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 port is called we should take a few moments 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 easy setup and extensive set of functions 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 results immediately syncing your data between these 2 effective apps indicates that you’re constantly dealing with the most recent and most accurate data nor from within your Salesforce company terrific thanks manager and so just sailor to go into a bit more detail 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 Who Gets Admin Billing

you know lasts about 15 minutes we’re also 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 addressing 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 in fact got 2 slides worth of those so you may discover that your concern will be covered because Q&A session however 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 and so one thing we won’t be covering in today’s demo is the real setup and the initial admin setup with the integration that said we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a moment even if you don’t have the integration installed right now this is an excellent summary of crucial features and best practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about some of the methods you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that occurs as you go through the demonstration please do add your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been recorded by Ross earlier and that’s the getting going with campaign monitor for Salesforce which will cover the various elements 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 out on any of the action do not stress 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 be in your inbox so you can return and see this in your Campaign Monitor Who Gets Admin Billing

 

own time and ensure you’ve got all the knowings and before we start the demonstration just like to state a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our necessary professional business group and endless our integration operates at all but the necessary addition it’s also where self was classic and the more recent lightening 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 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 show you how basic it is and how powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been set up and linked to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your service app syncing and ready to send email marketing projects in simply a couple of minutes there are also numerous other benefits to keeping your information consistent in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to produce a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a couple of tips on how to check securely and lastly how to call the Beaufort 12 assistance team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked to campaign monitor we’re truly eager to sync our data then send our an e-mail campaign 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 simply called campaign monitor I’m seeing this as an admin however if you have different permissions from me you might just be able to see campaign monitor if your access 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 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 same as if you logged into the account directly by means of campaign monitor comm but without the extra steps of visiting frequently or working throughout numerous browser tabs let’s move on to creating a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Who Gets Admin Billing