Campaign Monitor WordPress Plugin Resources 2022

Lets talk Campaign Monitor WordPress Plugin Resources…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 seeing as everybody that’s joining us may not know totally about project well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so to start with my name is rough and I belong to the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing businesses with campaign wallets as simple e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor WordPress Plugin Resources

the technical aspects of the integration software application our collaboration with campaign screens is over ten years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and say a few more participants have just arrived so yeah you’re just just in time we’re just getting underway and we’re going to start entering the meat of it in a few minutes time however in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a little bit about you guys are a quick poll so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have numerous individuals on the webinar can really see the answers being available in thick and fast we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote all right appear like well practically everyone has voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those outcomes 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 great deal of you are currently utilizing the port so that’s actually great to see yeah and a bit of an interest going on so some individuals are just seeking to understand more and yeah somebody wanting to connect so yeah that’s really insightful and that truly assists us make sure we kind of tailor this to the best 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 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 primary e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail campaigns and measure the outcomes immediately syncing your information in between these two powerful apps means that you’re always dealing with the current and most precise information nor from within your Salesforce company excellent thanks manager 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 demonstration which is

What is a good open rate for email 2020? Campaign Monitor WordPress Plugin Resources

you understand lasts about 15 minutes we’re also going to provide you an introduction of how to get going with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 actually 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 got a question that isn’t covered please do in fact look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demonstration is the actual setup and the initial admin setup with the combination that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up right now this is a terrific introduction of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and find out about a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that springs 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 taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for simply on the 3rd just on the 15 minutes so and if you do miss any of the action do not stress we’re recording this webinar so we’ll the top 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 Plugin Resources

 

own time and make sure you have actually got all the knowings and prior to we begin the demonstration just like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will probably know our important expert business group and unrestricted our combination operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this adapter by Beaufort 12 is a top 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 an e-mail project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your service app syncing and all set to send out email marketing projects in simply a couple of minutes there are likewise numerous other advantages to keeping your data consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an e-mail campaign in campaign monitor and specify recipients and send out an email project and view results we’ll also supply a few pointers on how to check securely and lastly how to get in touch with the Beaufort 12 support team must you have any concerns 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 really eager to sync our information then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various 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 approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building 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 by means of campaign monitor comm but without the extra steps of logging in regularly or working across several web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor WordPress Plugin Resources