Christine Mcpherson Campaign Monitor 2022

Lets talk Christine Mcpherson Campaign Monitor…Hi everyone and thank you a lot for joining us today on learn how to utilize campaign monitor for Salesforce along with a live Q&A session viewing as everybody that’s joining us may not know completely about campaign well until all Beaufort 12 we similar to to take a moment to present ourselves and our respective services to you so firstly my name is grainy and I become part of the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing services with project wallets as simple e-mail marketing and automation tools backed by human assistance getting in touch with your audience has never ever been simpler hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Christine Mcpherson Campaign Monitor

the technical elements of the integration software our partnership 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 eagerly anticipating taking you through the demonstration today and addressing your concerns fantastic thanks Ross and state a few more participants have just shown up so yeah you’re simply just in time we’re simply getting underway and we’re going to start getting into the meat of it in a couple of minutes time but in the moment for the moment now we have actually shared a few information about ourselves we ‘d enjoy to understand a bit about you people are a fast survey so I’m simply going to introduce that now and yeah it’s the topic of how many of you guys out there are existing customers versus those who are still looking and discovering and about to decide or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s excellent to have many people on the webinar can truly see the answers being available 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 anonymous so please do feel free to vote alright looks like well basically everyone has voted so if you wish to utilize the survey button at the bottom we’re gon na wrap it up in a couple of minutes time and see what those results appear like fine yeah I think that’s practically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are already utilizing the connector so that’s actually terrific to see yeah and a bit of an interest going on so some individuals are just seeking to understand more and yeah someone wanting to link so yeah that’s really informative which truly helps us ensure we type 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 port is called we must take a few minutes to tell you a little bit more about what it is I believe this yeah you can you can do this better than I can Thanks so campaign monitor for Salesforce is the number one e-mail marketing at for Salesforce mainly due to its easy setup and thorough set of functions by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer information send e-mail campaigns and measure the outcomes instantly syncing your information in between these two effective apps suggests that you’re constantly working with the current and most accurate data nor from within your Salesforce company great thanks employer therefore just sailor to enter 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? Christine Mcpherson Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get started 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 too so so you can follow those concerns and we’ve actually got two 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 actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to add in your concern thank you and so something we will not be covering in today’s demo is the preliminary admin and the real setup setup with the combination that said we do ever help page that covers this preliminary action and we’ll paste that link in the chat in just a moment even if you don’t have actually the combination installed right now this is a great overview of key functions 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 learn about a few of the ways you can utilize it to improve automate your email marketing wait Thank You Ross and yeah so as we have actually 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 demonstration now which has been taped by Ross earlier and that’s the getting going 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 simply on the 3rd just on the 15 minutes so and if you do miss any of the action don’t 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 two once we have actually done that so it’ll be in your inbox so you can come back and enjoy this in your Christine Mcpherson Campaign Monitor

 

own time and make sure you’ve got all the learnings and before we kick off the demo similar to to say a couple of words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are offered as you will probably know our essential professional business group and endless our integration operates at all but the vital addition it’s likewise where self was timeless and the newer lightening interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts projects reports and list views we’ll be utilizing 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 number one email marketing app for Salesforce it’s my pleasure to show you how basic it is and how powerful it can be in this demonstration our objective will be to send out an email project with campaign monitor using existing subscriber data in Salesforce we’ll start from the point where campaign monitor the Salesforce has just been set up and connected to campaign monitor then take you through the actions to sync your data and send out an email campaign well this isn’t a thorough demo of everything that you can do it will reveal you how you can get your company app syncing and prepared to send out email marketing campaigns in just a couple of minutes there are likewise numerous 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 produce a subscriber listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom-made fills and setup Salesforce field mappings share your data synced for a specific time create an email project in campaign monitor and specify receivers and send an email campaign and view results we’ll likewise provide a few ideas on how to check safely and finally how to call the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually simply connected to campaign monitor we’re actually keen to sync our data then send our an email campaign utilizing campaign monitor to get you orientated we’re in Salesforce lightning and can see the app launcher in addition to 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 have the ability to see campaign monitor if your gain access to differs from what you see here you can ask your Salesforce system administrator to update your approvals the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is precisely the like if you logged into the account straight by means of campaign monitor comm but without the additional steps of logging in frequently or working throughout several web browser tabs let’s proceed to developing a brand-new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Christine Mcpherson Campaign Monitor