Campaign Monitor WordPress Subscribe Plugin 2022

Lets talk Campaign Monitor WordPress Subscribe Plugin…Hi everybody and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our respective services to you so to start with my name is rough and I’m part of the campaign monitor client experience group and campaign monitor is an email marketing platform for growing companies with project wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has actually never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Monitor WordPress Subscribe Plugin

the technical aspects of the combination software application our collaboration with project displays is over 10 years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions fantastic thanks Ross and state a few more individuals have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into 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 bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing customers versus those who are still learning and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have many individuals on the webinar can actually see the responses being available in thick and quickly we’re getting a little 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 pretty much everyone has actually voted so if you wish to use the poll button at the bottom we’re gon na cover it up in a few moments time and see what those outcomes appear like fine yeah I believe that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s actually great to see yeah and a little bit of an interest going on so some individuals are simply seeking to know more and yeah somebody looking to link so yeah that’s really informative which actually assists us ensure we sort 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 adapter is called we should 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 much better than I can Thanks so campaign monitor for Salesforce is the top email marketing at for Salesforce mainly due to its simple setup and detailed set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send out email projects and measure the outcomes automatically syncing your information in between these two effective apps means that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company excellent thanks employer and so simply sailor to go into a little 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 Subscribe Plugin

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to get started with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing 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 questions and we’ve really got two slides worth of those so you might find 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 concern that isn’t covered please do in fact look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the initial admin and the actual installation setup with the integration that stated we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a moment even if you don’t have the combination set up right now this is an excellent overview of key features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that comes to mind 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 demonstration now which has been taped by Ross earlier which’s the starting 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 simply on the third 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 leading and tail it and get it all figured out and we’ll share that with you in a day or 2 once we have actually done that so it’ll remain in your inbox so you can return and see this in your Campaign Monitor WordPress Subscribe Plugin

 

own time and make sure you’ve got all the knowings and prior to we kick off the demonstration much like to say 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 most likely understand our essential expert business group and unlimited our combination works at all but the necessary addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with 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 using campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send out an e-mail project with campaign monitor utilizing existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a comprehensive 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 simply a couple of minutes there are also numerous other advantages to keeping your information constant in 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 using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a particular time produce an email campaign in campaign monitor and specify recipients and send out an e-mail project and view results we’ll also offer a few pointers on how to test securely and finally how to contact the Beaufort 12 assistance group must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just connected to campaign monitor we’re actually keen to sync our data then send our an email project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin but if you have various permissions 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 building 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 by means of campaign monitor comm but without the extra actions of logging in often or working across several browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor WordPress Subscribe Plugin