Can You Auto Send On Campaign Monitor 2022

Lets talk Can You Auto Send On Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce in addition to a live Q&A session viewing as everybody that’s joining us might not know entirely about campaign well until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so firstly my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human support getting in touch with your audience has actually never ever been simpler hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Can You Auto Send On Campaign Monitor

the technical aspects of the integration software our collaboration with project screens is over 10 years old so myself and my group have got a lot of experience dealing with both platforms I’m so eagerly anticipating taking you through the demonstration today and addressing your questions great thanks Ross and say a couple of more individuals have simply arrived so yeah you’re just in the nick of time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time but in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to know a little bit about you guys are a quick poll so I’m simply going to launch that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s excellent to have numerous individuals on the webinar can really see the answers coming in thick and quickly we’re getting a little 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 looks like well pretty much everyone has actually voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few minutes time and see what those results appear like alright yeah I think that’s practically everybody has voted there so thank you so much and here’s the results so what a lot of you are already using the adapter so that’s truly fantastic to see yeah and a bit of an interest going on so some individuals are just aiming to know more and yeah somebody aiming to connect so yeah that’s truly insightful and that truly assists us ensure we kind of tailor this to the best 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 adapter is called we ought to take a few minutes to tell you a 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 primary email marketing at for Salesforce mostly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send email campaigns and measure the results immediately syncing your data between these 2 effective apps indicates that you’re constantly dealing with the most recent and most precise information nor from within your Salesforce company fantastic thanks boss therefore just sailor to go into a little 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 You Auto Send On Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you signed up so we’ll have those up on screen also so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might find 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 got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your question thank you and so one thing we will not be covering in today’s demo is the preliminary admin and the real setup setup with the integration that stated we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a moment even if you don’t have the combination set up right now this is a fantastic introduction of crucial features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and discover a few of the ways you can use it to simplify automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some concerns later on but if there’s anything that some if there’s anything that occurs 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 demo now which has been tape-recorded by Ross earlier which’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I said 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 do not fret we’re 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 remain in your inbox so you can come back and watch this in your Can You Auto Send On Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we begin the demonstration much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will most likely understand our essential expert enterprise group and endless our combination works at all but the essential addition it’s also where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about 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 port by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how powerful it can be in this demo our objective will be to send an e-mail campaign with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been installed and connected to campaign monitor then take you through the steps to sync your information and send out an e-mail project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your company app syncing and ready to send out email marketing projects in simply a couple of minutes there are also many other benefits to keeping your data consistent in 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise offer a couple of suggestions on how to evaluate safely and finally how to get in touch with the Beaufort 12 support team ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply linked to campaign monitor we’re actually eager to sync our information then send our an e-mail project utilizing campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just 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 permissions the campaign monitor lightning app is where we’ll be doing most of our setup an email building 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 via campaign monitor comm but without the additional actions of logging in frequently or working across multiple internet browser tabs let’s proceed to producing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Can You Auto Send On Campaign Monitor