Carissa Phillips Campaign Monitor 2022

Lets talk Carissa Phillips Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us may not know entirely about campaign well till all Beaufort 12 we similar to to take a minute to introduce ourselves and our particular services to you so first of all my name is grainy and I’m part of the campaign monitor client experience team and campaign monitor is an e-mail marketing platform for growing companies with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Carissa Phillips Campaign Monitor

the technical aspects of the integration software our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the demonstration today and addressing your concerns great thanks Ross and say a few more individuals have just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time but in the minute for the moment now we have actually shared a few information about ourselves we ‘d enjoy to know a bit about you people are a fast survey so I’m simply going to launch that now and yeah it’s the topic of the number of of you guys out there are existing customers versus those who are still looking and finding out and about to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have numerous individuals on the webinar can really see the responses being available in thick and fast 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 feel free to vote all right looks like well pretty much everybody has voted so if you want to use the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those outcomes look like all right yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the results so what a lot of you are currently using the port so that’s truly great to see yeah and a little bit of an interest going on so some people are just wanting to know more and yeah somebody looking to connect so yeah that’s really informative which actually helps us make certain we kind of tailor this to the best audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we should take a few 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and comprehensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send out email projects and measure the results immediately syncing your data between these two powerful apps suggests that you’re always dealing with the most recent and most precise data nor from within your Salesforce company terrific thanks boss therefore just 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? Carissa Phillips Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview 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 out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got 2 slides worth of those so you may discover that your concern 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 really look the Q&A panel at the bottom to include your question thank you therefore one thing we won’t be covering in today’s demo is the actual setup and the preliminary admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination set up just yet this is a great summary of key 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 some of the methods you can utilize it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not be covering some questions later 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 questions in on the Q&A panel so we’re going to switch to the demo now which has been recorded by Ross earlier and that’s the starting 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 simply on the third simply on the 15 minutes so and if you do miss any of the action do not fret we’re tape-recording 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 2 once we have actually done that so it’ll remain in your inbox so you can return and view this in your Carissa Phillips Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we start the demo much like to state a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely understand our essential professional business group and unrestricted our integration operates at all but the necessary addition it’s also where self was traditional and the more recent lightening 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 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 simple it is and how effective it can be in this demonstration our goal will be to send an e-mail campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually just been set up and connected to campaign monitor then take you through the steps to sync your information and send out an email campaign well this isn’t a detailed demonstration of whatever that you can do it will reveal you how you can get your service app syncing and ready to send out email marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information constant 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop customized fills and setup Salesforce field mappings share your data synced for a specific time produce an email campaign in campaign monitor and define receivers and send an email project and view results we’ll likewise offer a few pointers on how to check 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 state that we’ve just linked to campaign monitor we’re really eager to sync our data then send our an email project utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher as well as the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different authorizations 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 authorizations the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the same as if you logged into the account directly via campaign monitor comm however without the extra actions of visiting frequently or working throughout numerous internet browser tabs let’s proceed to producing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Carissa Phillips Campaign Monitor