Cmo Campaign Monitor 2022

Lets talk Cmo Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to utilize campaign monitor for Salesforce along with a live Q&A session seeing as everybody that’s joining us may 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 first off my name is rough and I belong to the campaign monitor customer experience team and campaign monitor is an email marketing platform for growing organizations with campaign wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has never ever been much easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Cmo Campaign Monitor

the technical elements of the combination software our collaboration with campaign screens is over 10 years old so myself and my team have got a great deal of experience working with both platforms I’m so anticipating taking you through the presentation today and answering your concerns terrific thanks Ross and state a couple of more participants have actually simply shown up so yeah you’re just just in time we’re just getting underway and we’re going to start entering into the meat of it in a couple of minutes time but in the moment for the moment now we’ve shared a couple of information about ourselves we ‘d love to understand a little bit about you guys 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 customers versus those who are still looking and learning and about to decide or on the platforms and CRM systems email broadcast tools that kind of things so Wow it’s fantastic to have numerous individuals on the webinar can actually see the responses coming in thick and fast we’re getting a 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 alright looks like well pretty much everybody has voted so if you wish to use the poll button at the bottom we’re gon na wrap it up in a few minutes time and see what those outcomes appear like alright yeah I think that’s practically everybody has actually voted there so thank you a lot and here’s the outcomes so what a lot of you are already utilizing the port so that’s actually fantastic to see yeah and a little bit of a curiosity going on so some people are simply wanting to know more and yeah someone looking to connect so yeah that’s really insightful which actually helps us make certain 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 adapter is called we ought to take a couple of moments to inform 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 number one e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your client information send e-mail campaigns and measure the results automatically syncing your information between these two powerful apps implies that you’re constantly working with the most recent and most accurate information nor from within your Salesforce company fantastic thanks employer therefore just sailor to enter into a bit more detail about today’s 45 minute session we’re gon na take you through a demo which is

What is a good open rate for email 2020? Cmo Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction 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 questions that you sent in when you registered so we’ll have those up on screen also so so you can follow those questions and we’ve in fact 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 in fact look the Q&A panel at the bottom to include your question thank you and so something we won’t be covering in today’s demo is the actual installation and the initial admin setup with the integration that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in just a minute even if you do not have actually the integration installed right now this is a great introduction of essential features and best practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and learn about some of the methods you can use it to simplify 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 demo please do add your questions in on the Q&A panel so we’re going to switch over to the demonstration now which has been taped by Ross earlier and that’s the getting started with campaign monitor for Salesforce which will cover the various elements that you can see on the screen here as I stated 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 do not 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’ve done that so it’ll remain in your inbox so you can return and watch this in your Cmo Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we start the demonstration just like to say a few words on Salesforce additions as we get this question a fair bit and the additions of Salesforce are available as you will most likely know our essential expert enterprise group and limitless our integration works at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re most likely acquainted with the regards to leads contacts campaigns reports and list views we’ll be using these in today’s demo hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this adapter by Beaufort 12 is a primary 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 demo our goal will be to send an email campaign with campaign monitor using existing customer data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has simply been set up 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 thorough demo of everything that you can do it will show you how you can get your organization app syncing and all set to send e-mail marketing projects in just a couple of minutes there are likewise many other benefits to keeping your information constant 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 customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce custom fills and setup Salesforce field mappings share your information synced for a specific time create an email campaign in campaign monitor and specify recipients and send an e-mail campaign and view results we’ll likewise offer a few pointers on how to test securely and lastly how to call the Beaufort 12 support group should 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 actually 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 as well as the campaign monitor the Salesforce lightning app just called campaign monitor I’m seeing this as an admin however if you have various approvals 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 consents the campaign monitor lightning app is where we’ll be doing most of our setup an e-mail building 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 through campaign monitor comm but without the extra steps of logging in regularly or working across numerous internet browser tabs let’s move on to producing a new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Cmo Campaign Monitor