Cmail20 Com Campaign Monitor 2022

Lets talk Cmail20 Com Campaign Monitor…Hi everybody and thank you a lot for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everyone that’s joining us might not know completely about campaign well till all Beaufort 12 we similar to to take a moment to present ourselves and our particular services to you so firstly my name is grainy and I belong to the campaign monitor consumer experience team and campaign monitor is an e-mail 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 easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Cmail20 Com Campaign Monitor

the technical elements of the combination software our partnership with campaign monitors 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 addressing your questions fantastic thanks Ross and state a few more individuals have actually simply shown up so yeah you’re just in the nick of time we’re just getting underway and we’re going to start getting into the meat of it in a few moments time however 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 men are a fast poll so I’m just going to launch that now and yeah it’s the subject of the number of of you guys out there are existing clients versus those who are still learning and looking and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s terrific to have numerous individuals on the webinar can actually see the answers coming in thick and quick we’re getting a little bit of a trend however we’re going to share this in a moment with you all so it’s anonymous so please do feel free to vote okay looks like well practically everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes look like okay yeah I think that’s pretty much everybody has actually voted there so thank you a lot and here’s the results so what a great deal of you are already utilizing the port so that’s truly great to see yeah and a little bit of a curiosity going on so some people are simply seeking to know more and yeah somebody wanting to connect so yeah that’s truly insightful and that really helps us make certain we type of tailor this to the ideal 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 connector is called we ought to take a couple of moments to tell you a 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 top email marketing at for Salesforce mostly due to its simple setup and comprehensive set of functions by connecting Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can manage your client information send out e-mail projects and determine the results automatically syncing your information between these two effective apps suggests that you’re constantly working with the current and most precise data nor from within your Salesforce company fantastic thanks manager and so just 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? Cmail20 Com Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you an introduction 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 responding to some questions 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 discover that your question will be covered because Q&A session however so as we survive the Q&A session if you feel that you have actually got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your concern thank you and so one thing we will not be covering in today’s demonstration is the actual installation and the initial admin setup with the integration that stated we do ever assist page that covers this initial action and we’ll paste that link in the chat in simply a minute even if you don’t have actually the integration set up just yet this is an excellent introduction of essential functions and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how straightforward it is to establish Kempo at a Salesforce and learn about a few of the ways you can use it to streamline automate your email marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we will not be covering some concerns later on however 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 over to the demonstration now which has actually been tape-recorded by Ross earlier and that’s the getting going 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 third simply on the 15 minutes so and if you do miss out on any of the action do not worry 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 more once we’ve done that so it’ll be in your inbox so you can come back and enjoy this in your Cmail20 Com Campaign Monitor

 

own time and make sure you’ve got all the learnings and prior to we kick off the demo much like to say a couple of words on Salesforce additions as we get this concern a fair bit and the additions of Salesforce are available as you will probably know our vital expert enterprise group and limitless our combination operates at all but the vital addition it’s likewise where self was classic and the more recent lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the terms of leads contacts projects reports and list views we’ll be using 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 primary email marketing app for Salesforce it’s my pleasure to show you how basic it is and how effective it can be in this demonstration our objective will be to send an e-mail campaign with campaign monitor using existing subscriber information in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been installed and linked to campaign monitor then take you through the steps to sync your information 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 service app syncing and all set to send out e-mail marketing projects in simply a few minutes there are also lots of other advantages to keeping your data consistent 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create custom-made fills and setup Salesforce field mappings share your data synced for a specific time develop an email campaign in campaign monitor and specify receivers and send an email project and view results we’ll likewise provide a couple of suggestions on how to check safely and finally how to get in touch with the Beaufort 12 assistance group should you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply linked to campaign monitor we’re really keen to sync our information then send our an e-mail campaign using 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 simply called campaign monitor I’m seeing this as an admin but if you have various consents from me you might just have the ability to see campaign monitor if your access varies from what you see here you can ask your Salesforce system administrator to update your authorizations 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 like if you logged into the account straight via campaign monitor comm but without the additional actions of logging in regularly or working throughout numerous internet browser tabs let’s carry on to developing a brand-new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Cmail20 Com Campaign Monitor