Cancel Send Campaign Monitor 2022

Lets talk Cancel Send Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know entirely about campaign well up until all Beaufort 12 we just like to take a moment to present ourselves and our particular services to you so first off my name is grainy and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing businesses with project wallets as simple e-mail marketing and automation tools backed by human support 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 manage Cancel Send Campaign Monitor

the technical elements of the combination software application our collaboration with project screens is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions excellent thanks Ross and state a couple of more participants have simply gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to understand a bit about you men are a quick survey so I’m just going to introduce that now and yeah it’s the subject of how many of you men out there are existing customers versus those who are still looking and learning and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have a lot of people on the webinar can really see the responses coming in thick and quick we’re getting a little a trend however we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote fine appear like well practically everyone has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few moments time and see what those results look like all right yeah I believe that’s pretty much everybody has voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually great to see yeah and a bit of an interest going on so some people are just seeking to understand more and yeah somebody seeking to link so yeah that’s really insightful and that actually assists 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 connector is called we should take a couple of moments to inform you a little 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 e-mail marketing at for Salesforce mostly due to its simple setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send out email projects and determine the results automatically syncing your data in between these 2 powerful apps implies that you’re constantly working with the latest and most precise information nor from within your Salesforce organization excellent thanks manager therefore just 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? Cancel Send Campaign Monitor

you understand lasts about 15 minutes we’re also going to provide 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 begin 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 concerns and we’ve actually got two slides worth of those so you might discover that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demonstration is the real setup and the initial admin setup with the integration that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration installed just yet this is a terrific summary of essential functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how straightforward it is to establish Kempo at a Salesforce and find out about 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 currently covered yeah we won’t be covering some questions later but if there’s anything that some if there’s anything that comes to mind as you go through the demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has actually been tape-recorded by Ross earlier which’s the starting with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I said it’s going to last for just on the third simply on the 15 minutes so and if you do miss out on any of the action do not fret we’re taping 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 Cancel Send Campaign Monitor

 

own time and make sure you have actually got all the learnings and prior to we kick off the demo just 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 understand our essential expert enterprise group and limitless our combination operates at all but the important addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most 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 utilizing campaign monitor for Salesforce this connector by Beaufort 12 is a primary e-mail marketing app for Salesforce it’s my pleasure to reveal you how easy it is and how powerful it can be in this demo our goal will be to send out an email campaign with campaign monitor using existing customer information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your data and send an email project well this isn’t a detailed demonstration of everything that you can do it will show you how you can get your company app syncing and prepared to send email marketing campaigns in simply a couple of minutes there are likewise lots of other benefits to keeping your data constant 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 using the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a particular time create an email campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll also offer a couple of pointers on how to check securely and lastly how to contact the Beaufort 12 support team must you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an email project 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 simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you may just be able to see campaign monitor if your gain access to 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 structure today

with this campaign monitor tab you can visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight through campaign monitor comm but without the additional actions of visiting regularly or working throughout multiple web browser tabs let’s proceed to creating a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Cancel Send Campaign Monitor