Campaign Snapshot Campaign Monitor 2022

Lets talk Campaign Snapshot Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know totally about campaign well until all Beaufort 12 we much like to take a moment to introduce ourselves and our respective services to you so first off my name is grainy and I belong to the campaign monitor client experience group and campaign monitor is an email marketing platform for growing services with project wallets as simple email marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Campaign Snapshot Campaign Monitor

the technical aspects of the combination software application our partnership 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 eagerly anticipating taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more participants have just shown up so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a little bit about you people are a fast poll so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still discovering and looking and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have so many people on the webinar can really see the answers being available in thick and fast we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote all right appear like well pretty much everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes look like alright yeah I believe that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are currently using the port so that’s really excellent to see yeah and a bit of a curiosity going on so some people are just wanting to know more and yeah somebody wanting to connect so yeah that’s actually informative which really helps us make certain we type of tailor this to the best 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 connector is called we must take a couple of moments 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 top e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email campaigns and determine the outcomes immediately syncing your information in between these two powerful apps indicates that you’re constantly dealing with the current and most precise data nor from within your Salesforce organization excellent thanks boss 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 demonstration which is

What is a good open rate for email 2020? Campaign Snapshot Campaign Monitor

you know lasts about 15 minutes we’re also going to provide 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 start by addressing some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you may discover that your question 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 question thank you therefore one thing we won’t be covering in today’s demonstration is the preliminary admin and the actual setup setup with the combination that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a moment even if you don’t have the integration set up just yet this is an excellent introduction of key 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 discover a few of the ways you can use it to streamline automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later on however if there’s anything that some if there’s anything that comes to mind as you go through the demonstration please do include 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 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 simply on the third simply on the 15 minutes so and if you do miss any of the action do not fret we’re taping this webinar so we’ll the leading 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 come back and see this in your Campaign Snapshot Campaign Monitor

 

own time and make certain you have actually got all the learnings and before we begin the demo 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 probably know our necessary expert enterprise group and unlimited our combination operates at all but the necessary addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the terms of leads contacts campaigns 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 number one e-mail marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our goal will be to send out an email project with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been installed and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign well this isn’t a thorough demonstration of whatever that you can do it will show you how you can get your business app syncing and all set to send out email marketing campaigns in just a few minutes there are also numerous other benefits to keeping your data 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 create custom-made fills and setup Salesforce field mappings share your information synced for a specific time produce an email campaign in campaign monitor and specify recipients and send an email project and view results we’ll also provide a few ideas on how to check safely and finally how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply linked 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 as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin but if you have different consents from me you might 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 authorizations the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can visit and use 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 additional actions of visiting often or working throughout several internet browser tabs let’s carry 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 Snapshot Campaign Monitor