Can I Call Campaign Monitor 2022

Lets talk Can I Call Campaign Monitor…Hi everybody and thank you so much for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we much like to take a minute to present ourselves and our respective services to you so first off my name is rough and I belong to the campaign monitor customer 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 actually never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Can I Call Campaign Monitor

the technical aspects of the integration software application our partnership with campaign screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your questions great thanks Ross and say a couple of more individuals have actually simply shown up so yeah you’re just in the nick of time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the minute for the moment now we’ve shared a few details about ourselves we ‘d like to know a bit about you people are a quick survey so I’m simply going to release that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s terrific to have numerous people on the webinar can actually see the answers being available in thick and quickly we’re getting a little bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote fine appear like well pretty much everybody has voted so if you want to use the survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those outcomes appear like all right yeah I believe that’s basically everyone has voted there so thank you so much and here’s the results so what a great deal of you are already using the adapter so that’s actually terrific to see yeah and a bit of an interest going on so some people are just wanting to know more and yeah somebody looking to link so yeah that’s actually informative and that 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 using cm4 SF the port is called we need to take a few moments to inform you a bit more about what it is I think this yeah you can you can do this much better than I can Thanks so campaign monitor for Salesforce is the top e-mail marketing at for Salesforce mainly due to its easy setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your customer information send email projects and measure the results automatically syncing your data in between these 2 powerful apps means that you’re always dealing with the latest and most precise data nor from within your Salesforce organization great thanks boss therefore just sailor to enter 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? Can I Call Campaign Monitor

you know lasts about 15 minutes we’re likewise going to provide you an introduction of how to begin 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 in when you registered 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 discover that your question 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 in fact 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 initial admin and the real installation 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 minute even if you don’t have actually the combination set up just yet this is a great summary of crucial features and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to establish Kempo at a Salesforce and find out about a few of the ways you can use it to enhance automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later however if there’s anything that some if there’s anything that occurs 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 demonstration now which has been tape-recorded by Ross earlier and that’s the beginning with campaign monitor for Salesforce which will cover the different aspects that you can see on the screen here as I said 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 two once we’ve done that so it’ll be in your inbox so you can return and watch this in your Can I Call Campaign Monitor

 

own time and make certain you have actually got all the knowings and before we begin the demonstration just like to say a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our important professional business group and unrestricted our combination operates at all but the vital addition it’s also where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send an email campaign 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 linked to campaign monitor then take you through the steps to sync your information and send an email campaign well this isn’t an extensive demo of everything that you can do it will show you how you can get your business app syncing and all set to send e-mail marketing projects in just a few minutes there are also numerous 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 subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your information synced for a particular time develop an e-mail campaign in campaign monitor and define recipients and send out an e-mail campaign and view results we’ll also offer a few pointers on how to evaluate safely and finally how to contact the Beaufort 12 support team need to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re truly eager to sync our information then send our an email campaign utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher in addition to the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have different authorizations from me you might only 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 upgrade your permissions the campaign monitor lightning app is where we’ll be doing the majority of our setup an e-mail building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly through campaign monitor comm however without the additional steps of logging in often or working across numerous internet browser tabs let’s move on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can I Call Campaign Monitor