Campaign Monitor Zoho Crm 2022

Lets talk Campaign Monitor Zoho Crm…Hi everybody and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally 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 rough and I belong to the campaign monitor consumer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch 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 Zoho Crm

the technical elements of the integration software our partnership with project screens 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 demonstration today and answering your questions great thanks Ross and state a few more participants have actually just arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a couple of moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a little bit about you guys are a fast survey so I’m just going to launch that now and yeah it’s the topic of the number of of you people out there are existing consumers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s fantastic to have a lot of individuals on the webinar can actually see the responses coming in thick and quickly we’re getting a bit of a trend but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay appear like well practically everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like alright yeah I believe that’s pretty much everyone has voted there so thank you a lot and here’s the outcomes so what a great deal of you are already using the adapter so that’s truly terrific to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah someone aiming to link so yeah that’s really insightful and that really assists us make certain we sort of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we need to take a few minutes to inform you a 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 number one email marketing at for Salesforce mostly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer data send e-mail projects and measure the outcomes automatically syncing your information in between these 2 powerful apps suggests that you’re constantly working with the most recent and most precise information nor from within your Salesforce organization excellent thanks manager and so simply sailor to go into a bit more detail 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 Zoho Crm

you understand lasts about 15 minutes we’re likewise going to supply you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by addressing some questions that you sent out in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve actually got 2 slides worth of those so you might discover that your concern will be covered in that Q&A session however so as we make it through 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 include your concern thank you and so one thing we will not be covering in today’s demo is the initial admin and the real installation setup with the integration that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the combination set up just yet this is a terrific summary of essential functions and finest practice for linking Salesforce and campaign monitor ideally you’ll see how straightforward it is to set up Kempo at a Salesforce and discover some of the ways you can use it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we won’t 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 demo please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been recorded 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 stated it’s going to last for just on the third just on the 15 minutes so and if you do miss out on any of the action don’t fret 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 two once we’ve done that so it’ll be in your inbox so you can return and see this in your Campaign Monitor Zoho Crm

 

own time and make sure you’ve got all the knowings and before we start the demo similar to 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 probably understand our important professional business group and endless our integration operates at all but the important addition it’s likewise where self was timeless and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 primary email marketing app for Salesforce it’s my pleasure to show you how simple it is and how effective it can be in this demo our goal will be to send an email campaign with campaign monitor utilizing existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the actions to sync your information and send an e-mail project well this isn’t an extensive demonstration of everything that you can do it will show you how you can get your organization app syncing and all set to send out email marketing projects in just a few minutes there are likewise lots of other advantages to keeping your data consistent in between your serum and e-mail marketing platform not the least of which is saving you time over the next 10 minutes we will be covering how to develop 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 information synced for a specific time create an email campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll also supply a couple of pointers on how to test securely and lastly how to contact the Beaufort 12 assistance team ought to 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 keen to sync our data then send our an e-mail project utilizing 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 just called campaign monitor I’m seeing this as an admin but if you have different approvals from me you may only be able to see campaign monitor if your access varies 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 the majority of our setup an e-mail structure today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly by means of campaign monitor comm but without the extra steps of logging in frequently or working across numerous browser tabs let’s move on to creating a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaign Monitor Zoho Crm