Cmail19 Campaign Monitor 2022

Lets talk Cmail19 Campaign Monitor…Hi everyone and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session seeing as everyone that’s joining us might not know entirely about project well until all Beaufort 12 we similar to to take a moment to introduce ourselves and our respective services to you so firstly my name is rough and I belong to the campaign monitor client experience team and campaign monitor is an email marketing platform for growing services with campaign wallets as straightforward e-mail marketing and automation tools backed by human support connecting with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Cmail19 Campaign Monitor

the technical elements of the combination software application our collaboration with campaign screens is over ten years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the demonstration today and answering your questions fantastic thanks Ross and state a few more individuals have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to start entering the meat of it in a few moments time however in the minute for the moment now we have actually shared a few information about ourselves we ‘d love to understand a bit about you people are a quick survey so I’m just going to launch that now and yeah it’s the topic of how many of you men out there are existing consumers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s terrific to have many people on the webinar can really see the answers coming in thick and quick we’re getting a little a trend but we’re going to share this in a moment with you all so it’s anonymous so please do do not hesitate to vote okay looks like well practically everybody has actually voted so if you wish to utilize the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes look like fine yeah I think that’s practically everybody has voted there so thank you so much and here’s the outcomes so what a great deal of you are already using the port so that’s really excellent to see yeah and a little bit of an interest going on so some individuals are just seeking to understand more and yeah somebody looking to connect so yeah that’s really insightful and that actually helps us ensure we sort of tailor this to the right audience err folks in today’s webinar we’re moving forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we need to take a few moments 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 email marketing at for Salesforce mostly due to its easy setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your client data send out email campaigns and measure the outcomes instantly syncing your data in between these two effective apps indicates that you’re constantly working with the current and most accurate data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to go 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? Cmail19 Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer 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 addressing some concerns that you sent in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve actually got 2 slides worth of those so you might find that your concern will be covered in that Q&A session however so as we survive 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 demonstration is the real installation and the preliminary admin 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 simply a moment even if you don’t have the integration installed right now this is a fantastic overview of crucial features and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and discover a few of the methods you can utilize it to enhance automate your email marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we will not be covering some questions later on however if there’s anything that some if there’s anything that occurs 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 demonstration now which has actually 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 just 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 leading and tail it and get it all figured 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 return and see this in your Cmail19 Campaign Monitor

 

own time and make certain you’ve got all the learnings and prior to we begin the demonstration similar to to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are offered as you will most likely understand our essential professional enterprise group and unlimited our integration operates at all but the vital addition it’s likewise where self was timeless and the more recent 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 connector by Beaufort 12 is a number one 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 demonstration our objective will be to send out an email project with campaign monitor using existing subscriber information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been installed and linked to campaign monitor then take you through the steps to sync your data and send out an e-mail project well this isn’t a detailed demo of everything that you can do it will show you how you can get your business app syncing and all set to send out e-mail marketing campaigns in just a couple of minutes there are also numerous other benefits to keeping your data consistent in between your serum and email marketing platform not the least of which is conserving 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 specific time produce an email project in campaign monitor and define receivers and send an email campaign and view results we’ll likewise provide a few pointers on how to test securely and lastly how to get in touch with the Beaufort 12 assistance team must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve just linked to campaign monitor we’re truly keen to sync our data then send our an e-mail project utilizing campaign monitor to get you orientated we remain 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 but if you have different authorizations from me you might only be able to see campaign monitor if your gain access to varies 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 the majority 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 precisely the same as if you logged into the account straight by means of campaign monitor comm however without the additional steps of visiting regularly or working throughout numerous browser tabs let’s proceed to developing a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Cmail19 Campaign Monitor