Confirmed Opt In Campaign Monitor 2022

Lets talk Confirmed Opt In Campaign Monitor…Hi everyone and thank you so much for joining us today on find out how to use campaign monitor for Salesforce in addition to a live Q&A session viewing as everyone that’s joining us might not know completely about project well up until all Beaufort 12 we much like to take a moment to present ourselves and our particular services to you so first of all my name is rough and I’m part of the campaign monitor customer experience team 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 support getting in touch with your audience has never ever been much easier hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Confirmed Opt In Campaign Monitor

the technical elements of the combination software application our partnership with campaign displays is over ten years old so myself and my group have got a lot of experience working with both platforms I’m so looking forward to taking you through the presentation today and answering your concerns terrific thanks Ross and state a couple of more individuals have actually simply shown up so yeah you’re simply in the nick of time we’re just getting underway and we’re going to begin entering the meat of it in a couple of minutes time however in the minute for the moment now we’ve shared a few details about ourselves we ‘d enjoy to know a bit about you men are a quick survey so I’m simply going to release that now and yeah it’s the topic of the number of of you guys out there are existing clients versus those who are still looking and finding out and about to decide or on the platforms and CRM systems email broadcast tools that sort of stuff so Wow it’s excellent to have so many individuals on the webinar can really see the answers coming in thick and quick we’re getting a little 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 practically everyone has actually voted so if you want to use the poll button at the bottom we’re gon na cover it up in a couple of moments time and see what those results look like all right yeah I think that’s practically everyone has voted there so thank you so much and here’s the results so what a great deal of you are currently utilizing the adapter so that’s actually excellent to see yeah and a bit of an interest going on so some people are just aiming to understand more and yeah someone aiming to connect so yeah that’s really insightful which actually helps us ensure 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 using cm4 SF the port is called we need to take a few minutes 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 top e-mail marketing at for Salesforce largely due to its simple setup and comprehensive set of features by connecting Salesforce or campaign monitor using campaign monitor the Salesforce you can handle your consumer data send email projects and determine the outcomes immediately syncing your data between these two effective apps suggests that you’re always working with the latest and most accurate information nor from within your Salesforce organization excellent thanks employer therefore simply sailor to go 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? Confirmed Opt In Campaign Monitor

you know lasts about 15 minutes we’re also going to provide you an introduction of how to start with utilizing the campaign monitor and Salesforce together well then host the live Q&A well we’ll start by answering some concerns that you sent in when you registered so we’ll have those up on screen too so so you can follow those questions and we’ve actually got 2 slides worth of those so you may find that your concern will be covered because Q&A session however so as we make it through the Q&A session if you feel that you have actually got a question that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you and so something we won’t be covering in today’s demo is the preliminary admin and the actual installation setup with the integration that said 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 the combination set up right now this is a fantastic overview of essential functions and best practice for connecting Salesforce and campaign monitor ideally you’ll see how simple it is to set up Kempo at a Salesforce and learn about a few of the methods you can use it to simplify automate your email marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later however if there’s anything that some if there’s anything that comes 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 over to the demonstration now which has actually been taped by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the various aspects that you can see on the screen here as I stated it’s going to last for just on the 3rd just on the 15 minutes so and if you do miss out on any of the action do not stress we’re recording 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 2 once we have actually done that so it’ll remain in your inbox so you can come back and view this in your Confirmed Opt In Campaign Monitor

 

own time and make certain you have actually got all the learnings and prior to we begin the demo similar to to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are readily available as you will probably know our essential professional enterprise group and unlimited our combination operates at all but the important addition it’s likewise where self was timeless and the more recent 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 port by Beaufort 12 is a number one email marketing app for Salesforce it’s my pleasure to show you how easy it is and how powerful it can be in this demo our objective will be to send out an email project with campaign monitor using existing customer information in Salesforce we’ll begin with the point where campaign monitor the Salesforce has actually simply been set up and linked to campaign monitor then take you through the steps to sync your information and send an email project well this isn’t a comprehensive demo of whatever that you can do it will show you how you can get your service app syncing and all set to send e-mail marketing projects in just a few minutes there are likewise numerous other benefits to keeping your data 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 develop a customer listing campaign monitor sync your Salesforce records to this list using the import wizard produce customized fills and setup Salesforce field mappings share your data synced for a particular time produce an e-mail campaign in campaign monitor and specify receivers and send out an email campaign and view results we’ll also offer a couple of ideas on how to evaluate securely and finally how to call the Beaufort 12 support team must 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 truly keen 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 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 only have the ability 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 actions of logging in regularly or working across numerous internet browser tabs let’s proceed to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Confirmed Opt In Campaign Monitor