Campaign Monitor WordPress Plugins 2022

Lets talk Campaign Monitor WordPress Plugins…Hi everyone and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we much like to take a minute to introduce ourselves and our respective services to you so to start with my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing companies with project wallets as uncomplicated email marketing and automation tools backed by human support connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor WordPress Plugins

the technical aspects of the integration software application our collaboration with project displays is over ten years old so myself and my group have got a lot of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a few more individuals have actually just gotten here 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 minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a little bit about you men are a fast survey so I’m just going to release that now and yeah it’s the topic of how many of you people out there are existing customers versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s excellent to have numerous people on the webinar can truly see the answers can be found in thick and quick we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well pretty much everyone has actually voted so if you wish 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 outcomes look like fine yeah I believe that’s practically everyone has actually voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the port so that’s really excellent to see yeah and a little bit of a curiosity going on so some people are just wanting to understand more and yeah somebody wanting to connect so yeah that’s actually informative which really helps us make sure we sort of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not using cm4 SF the adapter is called we ought to take a few moments to inform you a little 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 primary email marketing at for Salesforce mostly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and measure the outcomes automatically syncing your data between these 2 powerful apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce company terrific thanks boss therefore simply sailor to enter into a bit more information about today’s 45 minute session we’re gon na take you through a demo which is

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you know 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 answering some concerns that you sent in when you signed up so we’ll have those up on screen also so so you can follow those concerns and we’ve actually got 2 slides worth of those so you might find that your question will be covered because Q&A session but 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 really look the Q&A panel at the bottom to add in your concern thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the actual setup setup with the combination that said we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you do not have the combination set up right now this is a terrific introduction of crucial functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demo now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said 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 do not fret we’re tape-recording 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 more once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Campaign Monitor WordPress Plugins

 

own time and make certain you’ve got all the learnings and before we kick off the demo just like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are readily available as you will most likely understand our necessary professional enterprise group and limitless our integration works at all but the necessary addition it’s likewise where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic 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 actually simply been installed and linked to campaign monitor then take you through the actions to sync your information and send an email campaign well this isn’t a thorough demo of everything that you can do it will show you how you can get your business app syncing and ready to send out e-mail marketing projects in just a few minutes there are likewise lots of other benefits to keeping your data consistent in 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your information synced for a particular time develop an email project in campaign monitor and specify recipients and send an e-mail project and view results we’ll likewise supply a couple of ideas on how to check safely and finally how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply connected to campaign monitor we’re really keen to sync our data then send our an e-mail campaign utilizing 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 but if you have different permissions from me you might just have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to update your consents the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the extra actions of logging in regularly or working throughout several internet browser tabs let’s carry on 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 Plugins