Campaign Monitoring How To 2022

Lets talk Campaign Monitoring How To…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everybody that’s joining us might not know totally about campaign well up until all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so to start with my name is rough and I’m part of the campaign monitor consumer experience team 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 assistance connecting with your audience has actually never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Campaign Monitoring How To

the technical elements of the integration software application our partnership with project displays is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a couple of more participants have just gotten here so yeah you’re simply just in time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a little bit about you guys are a quick poll so I’m just going to release that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s great to have numerous individuals on the webinar can truly see the answers being available in thick and quickly we’re getting a little a trend 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 okay looks like well basically 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 moments time and see what those outcomes look like alright yeah I believe that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the port so that’s truly excellent to see yeah and a little bit of an interest going on so some people are simply wanting to know more and yeah somebody aiming to connect so yeah that’s actually insightful and that truly helps us make sure 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 connector is called we must 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 much better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mostly due to its easy setup and thorough set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer information send email campaigns and determine the outcomes instantly syncing your information between these two effective apps suggests that you’re always working with the current and most precise data nor from within your Salesforce organization terrific thanks boss therefore simply sailor to enter into a little bit more detail about today’s 45 minute session we’re gon na take you through a demonstration which is

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you know lasts about 15 minutes we’re likewise going to supply you an overview of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by responding to some questions that you sent out in when you signed up so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may 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 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 real setup and the preliminary admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you don’t have the combination installed right now this is an excellent introduction of essential features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later on 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 demonstration now which has been taped 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 third simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re tape-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’ve done that so it’ll be in your inbox so you can return and enjoy this in your Campaign Monitoring How To

 

own time and ensure you have actually got all the learnings and prior to we kick off the demonstration 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 readily available as you will probably know our important expert enterprise group and unlimited our integration works at all but the vital addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top e-mail marketing app for Salesforce it’s my pleasure to show you how simple it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor using existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and linked to campaign monitor then take you through the actions to sync your information and send out an e-mail campaign well this isn’t a detailed demo of everything that you can do it will reveal you how you can get your business app syncing and prepared to send email marketing projects in simply a few minutes there are also lots of other benefits to keeping your information consistent 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 create a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define recipients and send an email campaign and view results we’ll also provide a couple of tips on how to test securely and finally how to call the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re truly eager to sync our information then send our an e-mail campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app simply called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might just have the ability to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to update your authorizations 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 use campaign monitor without leaving Salesforce is exactly the same as if you logged into the account directly through campaign monitor comm but without the extra actions of visiting frequently or working throughout multiple browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Campaign Monitoring How To