Can Campaign Monitor 2022

Lets talk Can Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us may not know totally about project well till all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so first of all my name is grainy and I become part of the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with project wallets as uncomplicated e-mail marketing and automation tools backed by human assistance connecting with your audience has never been much easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Can Campaign Monitor

the technical elements of the combination software application our collaboration with project monitors is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and addressing your concerns fantastic thanks Ross and say a couple of more individuals have just shown up 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 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 bit about you guys are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing clients versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have a lot of individuals on the webinar can really see the answers can be found in thick and quick 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 anonymous so please do feel free to vote okay looks like well basically everyone has actually voted so if you wish to use the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results look like alright yeah I believe that’s practically everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the connector so that’s really excellent to see yeah and a little bit of an interest going on so some individuals are simply seeking to know more and yeah someone wanting to link so yeah that’s truly insightful which truly helps us ensure we sort of tailor this to the ideal 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 port is called we should take a few minutes 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 top email marketing at for Salesforce mostly due to its simple setup and thorough set of features by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and measure the outcomes instantly syncing your data between these 2 effective apps suggests that you’re always working with the most recent and most precise data nor from within your Salesforce company terrific thanks manager and so simply sailor to go 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? Can Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by responding to some concerns that you sent out in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got two slides worth of those so you may find that your question will be covered in that Q&A session however 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 actually look the Q&A panel at the bottom to add in your question thank you therefore one thing we will not be covering in today’s demo is the actual installation and the initial admin setup with the integration that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed just yet this is a fantastic introduction of crucial features and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover some of the methods you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do add your concerns in on the Q&A panel so we’re going to switch to the demo 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 simply on the 15 minutes so and if you do miss any of the action do not 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 have actually done that so it’ll remain in your inbox so you can come back and watch this in your Can Campaign Monitor

 

own time and make sure you have actually got all the knowings and before we kick off the demonstration similar to to state a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will most likely understand our important professional enterprise group and limitless our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 connector by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to show you how easy it is and how effective it can be in this demo our goal will be to send out an email project with campaign monitor using existing subscriber information 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 actions to sync your data and send an email project well this isn’t a thorough demonstration of whatever that you can do it will reveal you how you can get your organization app syncing and ready to send email marketing campaigns in simply a few minutes there are also lots of other advantages to keeping your information consistent between your serum and email 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and specify recipients and send out an e-mail project and view results we’ll likewise provide a couple of pointers on how to evaluate securely and lastly how to call the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just connected to campaign monitor we’re really eager 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 just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you may only have the ability to see campaign monitor if your access differs from what you see here you can ask your Salesforce system administrator to upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure today

with this campaign monitor tab you can visit and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm but without the additional steps of visiting frequently or working across several web browser tabs let’s move on to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can Campaign Monitor