Companies Like Campaign Monitor 2022

Lets talk Companies Like Campaign Monitor…Hi everyone and thank you a lot for joining us today on discover how to use campaign monitor for Salesforce along with a live Q&A session seeing as everyone that’s joining us might not know entirely about project well up until all Beaufort 12 we just like to take a moment to introduce ourselves and our respective services to you so first of all my name is rough and I become part of the campaign monitor customer experience group and campaign monitor is an e-mail marketing platform for growing services with campaign wallets as uncomplicated email marketing and automation tools backed by human assistance connecting with your audience has actually never been easier hi everybody I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and handle Companies Like Campaign Monitor

the technical elements of the combination software application our collaboration with campaign displays is over 10 years old so myself and my group 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 concerns excellent thanks Ross and state a few more participants have simply arrived so yeah you’re just just in time we’re just getting underway and we’re going to begin entering into the meat of it in a few minutes time however in the minute for the moment now we have actually shared a few details about ourselves we ‘d love to understand a little bit about you people are a quick survey so I’m simply going to launch that now and yeah it’s the subject of the number of of you men out there are existing consumers versus those who are still looking and discovering and about to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s great to have many individuals on the webinar can truly see the answers coming in thick and quickly we’re getting a bit of a trend however 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 survey button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like alright yeah I think that’s basically 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 port so that’s truly great to see yeah and a little bit of an interest going on so some people are just aiming to know more and yeah someone seeking to link so yeah that’s truly insightful and that truly helps us make sure 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 port is called we must take a couple of minutes 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 top e-mail marketing at for Salesforce mainly due to its simple setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your customer information send e-mail projects and determine the outcomes automatically syncing your data in between these 2 effective apps indicates that you’re always dealing with the latest and most precise data nor from within your Salesforce organization excellent thanks employer and so just sailor to enter into a 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? Companies Like Campaign Monitor

you know lasts about 15 minutes we’re also going to supply you an introduction 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 signed up 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 might find that your concern will be covered because Q&A session but 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 concern thank you therefore one thing we won’t be covering in today’s demonstration is the initial admin and the real setup setup with the combination that stated we do ever assist page that covers this preliminary action and we’ll paste that link in the chat in simply a moment even if you do not have the integration installed right now this is an excellent introduction of key functions and best practice for linking Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn about a few of the ways you can use it to enhance automate your e-mail marketing wait Thank You Ross and yeah so as we have actually already covered yeah we will not 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 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 aspects 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 any of the action do not fret we’re tape-recording 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’ve done that so it’ll be in your inbox so you can return and watch this in your Companies Like Campaign Monitor

 

own time and ensure you’ve got all the learnings and prior to we begin the demonstration similar to to say 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 most likely understand our vital professional business group and endless our integration operates at all but the essential addition it’s likewise where self was traditional and the more recent lightening user 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 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 top e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how powerful it can be in this demo our goal will be to send out an e-mail campaign with campaign monitor utilizing existing subscriber data 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 email campaign well this isn’t a comprehensive demonstration of whatever that you can do it will reveal you how you can get your service app syncing and prepared to send email marketing projects in simply a few minutes there are also many other benefits to keeping your information constant in 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 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 project in campaign monitor and specify receivers and send out an email project and view results we’ll also provide a few ideas on how to evaluate securely and lastly how to contact the Beaufort 12 assistance team need to you have any questions around the setup and use of campaign monitor for Salesforce so let’s say that we have actually simply connected to campaign monitor we’re truly eager to sync our data 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 different permissions from me you may 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 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 visit and use 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 creating a new subscriber listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Companies Like Campaign Monitor