Code For First Name In Campaign Monitor 2022

Lets talk Code For First Name In Campaign Monitor…Hi everybody 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 might not know entirely about campaign well until all Beaufort 12 we just like to take a minute to introduce ourselves and our particular services to you so to start with my name is grainy and I become part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as simple email marketing and automation tools backed by human assistance getting in touch with your audience has never been easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Code For First Name In Campaign Monitor

the technical aspects of the integration software our collaboration with campaign displays is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so anticipating taking you through the demonstration today and answering your concerns great thanks Ross and state a few more individuals have simply arrived so yeah you’re simply just in time we’re simply getting underway and we’re going to begin getting into the meat of it in a few moments time however in the moment for the moment now we have actually shared a couple of information about ourselves we ‘d like to understand a bit about you people are a fast poll so I’m just going to release that now and yeah it’s the topic of how many of you men out there are existing clients versus those who are still finding out and looking and ready to decide or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s excellent to have so many people on the webinar can actually see the answers being available in thick and fast we’re getting a bit of a trend 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 all right appear like well pretty much everyone has actually voted so if you wish to utilize the poll button at the bottom we’re gon na cover it up in a few minutes time and see what those results look like fine yeah I think that’s basically everyone has actually voted there so thank you a lot and here’s the outcomes so what a great deal of you are currently using the connector so that’s really terrific to see yeah and a bit of an interest going on so some individuals are just wanting to understand more and yeah someone seeking to link so yeah that’s really insightful which truly assists us make sure we type of tailor this to the right audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not using cm4 SF the port is called we ought 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 much better than I can Thanks so campaign monitor for Salesforce is the number one email 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 handle your client data send email projects and determine the results automatically syncing your data in between these two powerful apps implies that you’re always dealing with the most recent and most precise information nor from within your Salesforce organization terrific thanks employer and so just sailor to enter into a little bit more information 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? Code For First Name In Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to offer you a summary of how to begin with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some questions that you sent out in when you registered so we’ll have those up on screen as well so so you can follow those concerns and we’ve in fact got two slides worth of those so you may find that your concern will be covered because Q&A session but so as we get through the Q&A session if you feel that you have got a question that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so one thing we will not be covering in today’s demonstration is the real setup and the preliminary admin setup with the combination that said we do ever assist page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination installed just yet this is a fantastic introduction of key functions and finest practice for connecting Salesforce and campaign monitor hopefully you’ll see how simple it is to establish Kempo at a Salesforce and find out about some 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 won’t be covering some concerns later but if there’s anything that some if there’s anything that occurs as you go through the demo please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has been recorded by Ross earlier which’s the getting going with campaign monitor for Salesforce which will cover the various components that you can see on the screen here as I stated it’s going to last for just on the 3rd 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 leading and tail it and get it all sorted out and we’ll share that with you in a day or more once we have actually done that so it’ll remain in your inbox so you can come back and enjoy this in your Code For First Name In Campaign Monitor

 

own time and make certain you’ve got all the knowings and before we begin the demo just like to state a couple of 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 necessary expert enterprise group and endless our combination works at all but the necessary addition it’s likewise where self was traditional and the newer lightening user interface if you’re an existing Salesforce user you’re likely familiar with the regards to leads contacts campaigns 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how basic it is and how effective it can be in this demo our goal will be to send an e-mail project with campaign monitor using existing subscriber data in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and connected to campaign monitor then take you through the steps to sync your information and send an e-mail campaign 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 prepared to send out email marketing campaigns in simply a couple of minutes there are also numerous other benefits to keeping your information consistent 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 develop a subscriber listing campaign monitor sync your Salesforce records to this list utilizing the import wizard create customized fills and setup Salesforce field mappings share your data synced for a specific time produce an e-mail campaign in campaign monitor and specify receivers and send an e-mail project and view results we’ll likewise supply a few pointers on how to check safely and finally how to call the Beaufort 12 assistance team ought to you have any concerns around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just connected to campaign monitor we’re actually keen to sync our data then send our an email 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 simply called campaign monitor I’m seeing this as an admin but if you have various approvals from me you might just 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 upgrade your approvals the campaign monitor lightning app is where we’ll be doing most of our setup an email building today

with this campaign monitor tab you can log in and utilize campaign monitor without leaving Salesforce is exactly the like if you logged into the account straight through campaign monitor comm however without the additional steps of logging in often or working throughout several web 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 Code For First Name In Campaign Monitor