Ceo Loves Campaign Monitor 2022

Lets talk Ceo Loves Campaign Monitor…Hi everyone and thank you so much for joining us today on learn how to use 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 up until all Beaufort 12 we much like to take a minute to present ourselves and our particular services to you so first of all my name is grainy and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as straightforward e-mail marketing and automation tools backed by human assistance getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Ceo Loves Campaign Monitor

the technical elements of the combination software application our collaboration with project displays is over 10 years old so myself and my group have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and addressing your questions great thanks Ross and say a few more individuals have actually just gotten here so yeah you’re simply just in time we’re just getting underway and we’re going to start entering the meat of it in a few moments time but in the minute for the moment now we have actually shared a couple of details about ourselves we ‘d like to understand a little bit about you guys are a fast poll so I’m simply going to release that now and yeah it’s the subject of the number of of you people out there are existing clients versus those who are still learning and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have a lot of individuals on the webinar can really see the responses being available in thick and quick we’re getting a bit of a pattern however we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote okay looks like well pretty much everyone has voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like okay yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a lot of you are currently utilizing the adapter so that’s truly great to see yeah and a little bit of a curiosity going on so some individuals are simply looking to understand more and yeah someone wanting to link so yeah that’s really insightful which truly helps us make sure 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 connector is called we must take a couple of moments to inform 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 mainly due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your customer information send e-mail projects and determine the results instantly syncing your data in between these two effective apps suggests that you’re constantly working with the most recent and most precise data nor from within your Salesforce company fantastic thanks manager and so just sailor to enter into a little 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? Ceo Loves Campaign Monitor

you know lasts about 15 minutes we’re likewise going to offer you a summary of how to get started with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by addressing some questions that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve really got two slides worth of those so you might find that your question will be covered because 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 therefore one thing we will not be covering in today’s demo is the real installation and the initial admin setup with the combination 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 do not have the combination installed right now this is a terrific overview of key functions and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and discover some of the ways you can utilize it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do add your concerns 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 and that’s the beginning with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the 3rd just 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 figured 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 enjoy this in your Ceo Loves Campaign Monitor

 

own time and make certain you’ve got all the learnings and before we start the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely understand our vital expert business group and unlimited our integration works at all but the essential addition it’s also where self was timeless and the newer lightening user interface if you’re an existing Salesforce user you’re likely acquainted with the regards to leads contacts projects reports and list views we’ll be utilizing these in today’s demo hi and welcome to our QuickStart guide to utilizing campaign monitor for Salesforce this port by Beaufort 12 is a primary email 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 an email campaign with campaign monitor utilizing existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has actually just been installed and linked to campaign monitor then take you through the actions to sync your data and send out an e-mail campaign well this isn’t a comprehensive demonstration of everything that you can do it will reveal you how you can get your company app syncing and all set to send email marketing projects in just a few minutes there are likewise many other advantages to keeping your information 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 customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard develop custom-made fills and setup Salesforce field mappings share your information synced for a specific time develop an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll also provide a few ideas on how to test safely and lastly how to contact the Beaufort 12 support team should you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re really eager to sync our information then send our an email project using 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 simply called campaign monitor I’m seeing this as an admin but if you have different consents from me you may just be able 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 the majority 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 through campaign monitor comm however without the extra steps of logging in often or working across multiple web browser tabs let’s carry on to producing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Ceo Loves Campaign Monitor