Campaign Monitor Work Life Balance 2022

Lets talk Campaign Monitor Work Life Balance…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we just like to take a moment to present ourselves and our respective services to you so first of all my name is rough and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitor Work Life Balance

the technical elements of the combination software application our collaboration with campaign screens is over 10 years old so myself and my group have got a great deal of experience dealing with both platforms I’m so anticipating taking you through the demonstration today and answering your questions great thanks Ross and state a few more participants have actually just 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 couple of moments time however in the moment for the moment now we’ve shared a few details about ourselves we ‘d like to know a little bit about you guys are a fast survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys 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 type of stuff so Wow it’s terrific to have a lot of people on the webinar can truly see the answers coming in thick and fast we’re getting a 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 fine looks like well pretty much everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those results look like all right yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are currently utilizing the adapter so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some individuals are just looking to know more and yeah somebody looking to link so yeah that’s actually informative which truly helps us make certain we sort of tailor this to the best 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 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 top email marketing at for Salesforce largely due to its simple setup and thorough set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send email projects and determine the outcomes instantly syncing your data in between these two effective apps means that you’re constantly dealing with the current and most accurate information nor from within your Salesforce company fantastic thanks employer and so 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

What is a good open rate for email 2020? Campaign Monitor Work Life Balance

you know lasts about 15 minutes we’re likewise going to offer you an introduction of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some questions 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 in fact got 2 slides worth of those so you may discover that your concern will be covered in that Q&A session but so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so something we will not be covering in today’s demonstration is the real installation and the preliminary admin setup with the combination that said we do ever help page that covers this initial step and we’ll paste that link in the chat in simply a moment even if you do not have actually the combination installed just yet this is a great introduction of essential features and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that springs to mind 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 been recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I said it’s going to last for simply on the third simply 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 sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll be in your inbox so you can return and view this in your Campaign Monitor Work Life Balance

 

own time and make certain you have actually got all the knowings and before we start the demonstration much like to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our essential expert business group and endless our integration operates at all but the vital addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary email marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our objective will be to send 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 actions to sync your data and send an email campaign well this isn’t a detailed demonstration of everything that you can do it will reveal you how you can get your organization app syncing and prepared to send out email marketing projects in simply a couple of minutes there are also lots of other benefits to keeping your information constant 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 produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail project in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also offer a couple of suggestions on how to test safely and finally how to call the Beaufort 12 support group should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve just linked to campaign monitor we’re truly eager to sync our data then send our an email campaign 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 simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might only be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your permissions 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 utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the additional steps of visiting frequently or working throughout multiple web browser tabs let’s carry on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitor Work Life Balance