Campaigns Campaign Monitor 2022

Lets talk Campaigns Campaign Monitor…Hi everybody and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know totally about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so to start with my name is rough and I become part of the campaign monitor consumer experience team and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never been simpler hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Campaigns Campaign Monitor

the technical elements of the integration software application our partnership with project 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 concerns great thanks Ross and say a few more individuals have actually simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of moments time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d enjoy to understand a bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the subject of how many of you men out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s fantastic to have a lot of individuals on the webinar can really see the answers can be found 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 confidential so please do do not hesitate to vote okay appear like well practically everyone 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 minutes time and see what those results look like okay yeah I believe that’s basically everyone has actually voted there so thank you so much and here’s the outcomes so what a lot of you are already utilizing the connector so that’s truly great to see yeah and a bit of an interest going on so some individuals are simply wanting to know more and yeah somebody looking to connect so yeah that’s truly informative which really helps us ensure we type of tailor this to the right audience err folks in today’s webinar we’re moving 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 inform you a bit more about what it is I think this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client data send out e-mail projects and measure the results instantly syncing your information between these two effective apps implies that you’re always working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks employer and so simply sailor to enter into a bit more detail 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? Campaigns Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you a summary of how to begin with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve really got two slides worth of those so you might discover that your concern will be covered in that 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 really look the Q&A panel at the bottom to add in your question thank you therefore something 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 just a minute even if you do not have actually the combination set up right now this is a great summary of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some concerns later on but 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 to the demonstration now which has been taped by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss any of the action don’t worry we’re taping 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 be in your inbox so you can return and enjoy this in your Campaigns Campaign Monitor

 

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 a fair bit and the additions of Salesforce are available as you will probably understand our important professional enterprise group and endless our combination operates at all but the essential addition it’s also 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 projects reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a top email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demonstration our objective will be to send an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the steps to sync your data and send an email 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 e-mail marketing campaigns in simply a couple of minutes there are also numerous 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email campaign in campaign monitor and define receivers and send an email campaign and view results we’ll also offer a couple of ideas on how to evaluate securely and lastly how to call the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re really keen to sync our data then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however 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 permissions 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 log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm however without the additional actions of visiting frequently or working across numerous web browser tabs let’s move on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Campaigns Campaign Monitor