Change Template Campaign Monitor 2022

Lets talk Change Template Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to utilize campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us might not know totally about project well till all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly my name is grainy and I belong to the campaign monitor customer experience group and campaign monitor is an email marketing platform for growing businesses with project wallets as simple email marketing and automation tools backed by human assistance connecting 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 Change Template Campaign Monitor

the technical aspects of the integration software our partnership with project screens is over ten years old so myself and my group have got a great deal of experience dealing with both platforms I’m so eagerly anticipating taking you through the presentation today and answering your questions fantastic thanks Ross and say a couple of more individuals have actually simply shown up 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 couple of minutes time however in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d enjoy to understand a bit about you guys are a fast survey so I’m simply going to launch that now and yeah it’s the topic of how many of you people out there are existing consumers versus those who are still discovering and looking and about to decide or on the platforms and CRM systems email broadcast tools that type of stuff so Wow it’s fantastic to have a lot of people on the webinar can really see the responses being available in thick and quickly we’re getting a bit of a trend 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 basically everybody has actually voted so if you want 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 appear like alright yeah I think that’s pretty much everybody has voted there so thank you so much and here’s the results so what a great deal of you are already utilizing the port so that’s actually terrific to see yeah and a bit of an interest going on so some people are just aiming to understand more and yeah somebody seeking to connect so yeah that’s actually informative which actually helps us make certain 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 must 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 number one e-mail marketing at for Salesforce largely due to its easy setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send e-mail campaigns and measure the outcomes automatically syncing your information in between these two effective apps implies that you’re constantly working with the current and most precise data nor from within your Salesforce organization terrific thanks employer and so simply 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? Change Template Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to provide you a summary of how to start with using 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 actually got 2 slides worth of those so you may find that your concern 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 actually got a question that isn’t covered please do really look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demonstration is the actual setup and the initial admin 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 minute even if you don’t have the integration installed right now this is a great introduction of essential functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about some of the ways you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we won’t be covering some concerns later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch to the demonstration now which has been recorded by Ross earlier which’s the getting started 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 simply on the 15 minutes so and if you do miss out on any of the action don’t fret we’re taping this webinar so we’ll the leading and tail it and get it all figured out and we’ll share that with you in a day or two once we’ve done that so it’ll remain in your inbox so you can come back and see this in your Change Template Campaign Monitor

 

own time and ensure you have actually got all the knowings and prior to we start the demonstration just like to state a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will most likely understand our essential professional enterprise group and unlimited our integration works at all but the essential addition it’s likewise where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely knowledgeable about the terms of 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 top email 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 email campaign with campaign monitor utilizing existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has just been installed and linked to campaign monitor then take you through the actions to sync your data and send an e-mail campaign well this isn’t a thorough demo of whatever that you can do it will show you how you can get your business app syncing and prepared to send out e-mail marketing projects in just a few minutes there are likewise lots of other benefits to keeping your data constant in between your serum and e-mail marketing platform not the least of which is conserving you time over the next 10 minutes we will be covering how to create a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard create customized fills and setup Salesforce field mappings share your data synced for a particular time develop an email project in campaign monitor and define recipients and send an e-mail project and view results we’ll also supply a few suggestions on how to check securely and lastly how to contact the Beaufort 12 support team should you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we’ve simply linked to campaign monitor we’re truly eager to sync our information then send our an e-mail project using campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different approvals from me you might only be able to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your permissions the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail structure 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 straight via campaign monitor comm but without the extra steps of logging in often or working across numerous browser tabs let’s carry on to creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Change Template Campaign Monitor