Cmail20 Campaign Monitor 2022

Lets talk Cmail20 Campaign Monitor…Hi everybody and thank you a lot for joining us today on find out how to use campaign monitor for Salesforce together with a live Q&A session seeing as everyone that’s joining us may not know totally about project well till all Beaufort 12 we much like to take a moment to introduce ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor consumer 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 support getting in touch with your audience has actually never been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Cmail20 Campaign Monitor

the technical elements of the integration software our collaboration with campaign monitors is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so looking forward to taking you through the presentation today and addressing your questions excellent thanks Ross and state a few more participants have just arrived so yeah you’re simply just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few minutes time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d enjoy to understand a bit about you men are a fast survey so I’m just going to launch that now and yeah it’s the topic of how many of you guys out there are existing clients versus those who are still discovering and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that type of things so Wow it’s terrific to have a lot of individuals on the webinar can truly see the answers coming in thick and fast we’re getting a little bit of a pattern but we’re going to share this in a moment with you all so it’s confidential so please do do not hesitate to vote okay appear like well basically everyone has voted so if you want to utilize the survey button at the bottom we’re gon na wrap it up in a few moments time and see what those results appear like okay yeah I believe that’s pretty much everyone has actually voted there so thank you so much and here’s the results so what a lot of you are already utilizing the connector so that’s actually great to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah someone looking to link so yeah that’s actually informative and that truly assists 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 couple of minutes to inform you a little bit more about what it is I think this yeah you can you can do this 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 extensive set of functions by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client data send email campaigns and measure the outcomes immediately syncing your information between these 2 powerful apps means that you’re constantly dealing with the most recent and most precise data nor from within your Salesforce organization great thanks manager 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? Cmail20 Campaign Monitor

you understand lasts about 15 minutes we’re also going to offer you a summary of how to get going with using the campaign monitor and Salesforce together well then host the live Q&A well we’ll begin by answering some concerns that you sent out in when you registered so we’ll have those up on screen too so so you can follow those concerns and we’ve really got two slides worth of those so you may discover 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 concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you therefore something we won’t be covering in today’s demo is the actual installation and the initial admin setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in just a minute even if you don’t have actually the integration set up just yet this is a great introduction of essential functions and finest practice for linking Salesforce and campaign monitor hopefully you’ll see how straightforward it is to set up Kempo at a Salesforce and learn about a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve currently covered yeah we won’t be covering some questions later on however if there’s anything that some if there’s anything that springs to mind as you go through the demo please do include your concerns in on the Q&A panel so we’re going to switch to the demo now which has actually been taped by Ross earlier which’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 3rd just on the 15 minutes so and if you do miss out on any of the action don’t stress 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 see this in your Cmail20 Campaign Monitor

 

own time and ensure you have actually got all the learnings and prior to we kick off the demo much like to say a few words on Salesforce additions as we get this question quite a bit and the additions of Salesforce are readily available as you will probably know our important expert business group and endless our combination works at all but the vital addition it’s also where self was classic and the newer lightening user interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port 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 effective it can be in this demonstration our goal will be to send an email campaign with campaign monitor using existing subscriber data 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 steps to sync your data and send 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 business app syncing and prepared to send out e-mail marketing projects in just a couple of minutes there are also many other advantages to keeping your information consistent 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 develop customized fills and setup Salesforce field mappings share your information synced for a particular time create an e-mail campaign in campaign monitor and specify recipients and send an e-mail project and view results we’ll also provide a couple of pointers on how to test securely and lastly how to get in touch with the Beaufort 12 assistance group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we have actually 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’re in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin but if you have different permissions from me you might only be able 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 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 precisely the like if you logged into the account directly by means of campaign monitor comm however without the extra steps of visiting regularly or working across multiple internet browser tabs let’s carry on to developing a brand-new subscriber listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Cmail20 Campaign Monitor