Campaign Monitor WordPress Integration 2022

Lets talk Campaign Monitor WordPress Integration…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know entirely about project well up until all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so first of all my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing companies with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Campaign Monitor WordPress Integration

the technical aspects of the combination software application our collaboration with campaign displays is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns great thanks Ross and state a few more participants have simply arrived so yeah you’re simply in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time but in the minute for the moment now we’ve shared a couple of details about ourselves we ‘d love to know a bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still looking and discovering and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have a lot of individuals on the webinar can truly see the answers can be found in thick and quickly we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote fine looks like well basically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like alright yeah I believe 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 currently using the connector so that’s actually excellent to see yeah and a bit of a curiosity going on so some people are simply aiming to know more and yeah someone seeking to link so yeah that’s really 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 using cm4 SF the port is called we ought to take a few minutes to tell you a bit more about what it is I believe 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 simple setup and detailed set of functions by connecting 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 effective apps indicates that you’re constantly dealing with the latest and most precise data nor from within your Salesforce company terrific thanks employer and so 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 WordPress Integration

you know lasts about 15 minutes we’re also going to provide you an overview 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 questions 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 questions and we’ve really got 2 slides worth of those so you might find that your question 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 question thank you therefore one thing we won’t be covering in today’s demonstration is the actual setup and the preliminary admin setup with the combination that stated we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have the combination installed just yet this is a terrific overview of crucial features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and find out about a few of the methods you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 add your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been tape-recorded by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated 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 don’t stress 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 2 once we’ve done that so it’ll be in your inbox so you can come back and watch this in your Campaign Monitor WordPress Integration

 

own time and make certain you have actually got all the knowings and prior to we kick off the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our necessary expert enterprise group and limitless our combination operates at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the regards to leads contacts projects 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 port by Beaufort 12 is a primary email 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 objective will be to send out an e-mail project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and connected to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t an extensive demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and prepared to send email marketing campaigns in just a few minutes there are likewise numerous other benefits to keeping your information consistent between your serum and email marketing platform not the least of which is saving 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 using the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise provide a few tips on how to test safely and lastly how to contact the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re actually keen to sync our information 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have various consents from me you may just have the ability 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 the majority of our setup an email structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the like if you logged into the account directly via campaign monitor comm but without the extra steps of visiting often or working throughout several web browser tabs let’s proceed to developing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor WordPress Integration