Connecting Campaign Monitor To WordPress 2022

Lets talk Connecting Campaign Monitor To WordPress…Hi everybody and thank you a lot for joining us today on learn 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 much like to take a moment to present ourselves and our particular services to you so first off my name is rough and I’m part of the campaign monitor consumer experience team and campaign monitor is an email marketing platform for growing companies with project wallets as uncomplicated e-mail marketing and automation tools backed by human support getting in touch with your audience has actually never been simpler hi everyone I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and handle Connecting Campaign Monitor To WordPress

the technical aspects of the integration software application our collaboration with campaign screens is over ten 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 presentation today and answering your concerns great thanks Ross and state a few more individuals have actually just 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 moment for the moment now we have actually shared a few details about ourselves we ‘d like to understand a little bit about you people are a quick poll so I’m simply going to launch that now and yeah it’s the topic of the number of of you people out there are existing customers versus those who are still finding out and looking and ready to make a decision or on the platforms and CRM systems email broadcast tools that sort of things so Wow it’s terrific to have numerous individuals on the webinar can truly see the responses 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 confidential so please do do not hesitate to vote alright appear like well pretty much everyone has voted so if you want to use the survey button at the bottom we’re gon na wrap it up in a couple of moments time and see what those outcomes appear like fine yeah I think that’s basically everybody has voted there so thank you so much and here’s the outcomes 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 simply looking to know more and yeah somebody aiming to link so yeah that’s really informative and that truly assists us make sure we kind 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 few 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 primary e-mail marketing at for Salesforce mostly due to its easy setup and detailed set of functions by linking Salesforce or campaign monitor utilizing campaign monitor the Salesforce you can handle your consumer information send e-mail campaigns and determine the outcomes instantly syncing your data between these two effective apps means that you’re constantly dealing with the current and most precise information nor from within your Salesforce organization fantastic thanks manager therefore 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? Connecting Campaign Monitor To WordPress

you understand lasts about 15 minutes we’re likewise going to supply you an overview of how to get going 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 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 actually got 2 slides worth of those so you may find that your concern will be covered in that Q&A session however so as we get through the Q&A session if you feel that you have actually got a concern that isn’t covered please do actually look the Q&A panel at the bottom to include your concern thank you therefore something we will not be covering in today’s demo is the actual setup and the initial admin setup with the combination that said we do ever help page that covers this preliminary step and we’ll paste that link in the chat in simply a minute even if you do not have actually the combination set up just yet this is a fantastic summary of essential functions and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the methods you can utilize it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we’ve already covered yeah we will not be covering some questions later but if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your concerns in on the Q&A panel so we’re going to switch over to the demo now which has been tape-recorded by Ross earlier which’s the beginning with campaign monitor for Salesforce which will cover the different aspects 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 any of the action don’t fret we’re tape-recording this webinar so we’ll the top 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 come back and watch this in your Connecting Campaign Monitor To WordPress

 

own time and make sure you have actually got all the learnings and before we start the demonstration similar to to state 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 understand our important expert enterprise group and unrestricted our combination operates at all but the important addition it’s likewise where self was classic and the more recent lightening user interface if you’re an existing Salesforce user you’re likely knowledgeable about the terms of leads contacts campaigns reports and list views we’ll be utilizing these in today’s demonstration hi and welcome to our QuickStart guide to using campaign monitor for Salesforce this port by Beaufort 12 is a number one e-mail marketing app for Salesforce it’s my pleasure to reveal you how simple it is and how effective it can be in this demonstration our objective will be to send out an e-mail project with campaign monitor utilizing existing customer data in Salesforce we’ll start from the point where campaign monitor the Salesforce has simply been set up and linked to campaign monitor then take you through the actions to sync your information and send out an email campaign well this isn’t a comprehensive demo of whatever that you can do it will reveal you how you can get your service app syncing and all set to send out email marketing projects in simply a couple of minutes there are also lots of other advantages to keeping your data 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 produce a customer listing campaign monitor sync your Salesforce records to this list utilizing the import wizard produce custom fills and setup Salesforce field mappings share your data synced for a particular time create an email project in campaign monitor and define receivers and send an email project and view results we’ll also supply a couple of suggestions on how to test securely and finally how to call the Beaufort 12 support group must you have any concerns around the setup and use of campaign monitor for Salesforce so let’s say that we’ve simply connected to campaign monitor we’re truly keen to sync our information then send our an email campaign utilizing 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 however if you have various permissions from me you may 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 permissions 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 visit and utilize campaign monitor without leaving Salesforce is precisely the same as if you logged into the account straight by means of campaign monitor comm however without the extra actions of visiting regularly or working throughout multiple web browser tabs let’s proceed to creating a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Connecting Campaign Monitor To WordPress