Constantly Recommending Campaign Monitor 2022

Lets talk Constantly Recommending Campaign Monitor…Hi everybody and thank you so much 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 campaign well until all Beaufort 12 we similar to to take a minute to present ourselves and our particular services to you so first off my name is rough and I become part of the campaign monitor client experience group and campaign monitor is an e-mail marketing platform for growing businesses with project wallets as straightforward email marketing and automation tools backed by human assistance connecting with your audience has never been easier hi everybody I’m Ross boffo 12 we’re the developers of campaign monitor for Salesforce and manage Constantly Recommending Campaign Monitor

the technical aspects of the combination software application our partnership with project screens is over 10 years old so myself and my team have got a lot of experience working with both platforms I’m so eagerly anticipating taking you through the presentation today and addressing your concerns fantastic thanks Ross and state a couple of more participants have actually just gotten here so yeah you’re just just in time we’re just getting underway and we’re going to begin getting into the meat of it in a few moments time but in the moment for the moment now we’ve shared a couple of details about ourselves we ‘d enjoy to understand a bit about you people are a fast poll so I’m just going to introduce that now and yeah it’s the subject of how many of you people out there are existing consumers versus those who are still finding out and looking and about to decide or on the platforms and CRM systems email broadcast tools that kind of stuff so Wow it’s fantastic to have a lot of people on the webinar can actually see the responses can be found in thick and quick we’re getting a little a pattern but we’re going to share this in a moment with you all so it’s confidential so please do feel free to vote fine 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 wrap it up in a few moments time and see what those results look like all right yeah I think that’s pretty much everyone has actually voted there so thank you a lot and here’s the results so what a lot of you are already utilizing the port so that’s really terrific to see yeah and a bit of an interest going on so some individuals are simply aiming to know more and yeah somebody wanting to connect so yeah that’s really informative which truly helps us ensure we kind of tailor this to the ideal 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 need 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 primary email marketing at for Salesforce largely due to its easy setup and extensive set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your customer data send e-mail campaigns and measure the outcomes immediately syncing your information in between these two powerful apps suggests that you’re always dealing with the current and most accurate data nor from within your Salesforce company great thanks employer and so simply 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? Constantly Recommending Campaign Monitor

you know lasts about 15 minutes we’re also going to offer you an overview 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 responding to some concerns that you sent in when you registered so we’ll have those up on screen also so so you can follow those concerns and we’ve really got 2 slides worth of those so you might discover that your question will be covered because Q&A session but 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 in fact look the Q&A panel at the bottom to include your question thank you and so one thing we won’t be covering in today’s demonstration is the real installation and the initial admin setup with the combination that stated we do ever assist page that covers this initial step and we’ll paste that link in the chat in simply a minute even if you don’t have the combination set up just yet this is a great overview of essential features and best practice for linking Salesforce and campaign monitor hopefully you’ll see how uncomplicated it is to establish Kempo at a Salesforce and discover some of the ways you can utilize 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 however if there’s anything that some if there’s anything that occurs 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 been taped by Ross earlier and that’s the starting with campaign monitor for Salesforce which will cover the different elements that you can see on the screen here as I said it’s going to last for simply on the third just on the 15 minutes so and if you do miss out on any of the action don’t stress we’re recording 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 more once we have actually done that so it’ll remain in your inbox so you can return and view this in your Constantly Recommending Campaign Monitor

 

own time and make sure you’ve got all the knowings and prior to we start the demo much like to state a few words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are offered as you will probably understand our essential professional enterprise group and endless our combination works at all but the essential addition it’s also where self was traditional and the more recent lightening user interface if you’re an existing Salesforce user you’re most likely familiar with the terms of leads contacts campaigns reports and list views we’ll be using 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 show you how basic it is and how effective it can be in this demo our goal will be to send out an email project with campaign monitor utilizing existing customer information 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 steps to sync your data and send out an e-mail campaign well this isn’t a comprehensive demo of everything that you can do it will show you how you can get your organization app syncing and prepared to send out email marketing projects in just a few minutes there are likewise numerous other advantages to keeping your data constant between your serum and email 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 utilizing the import wizard create custom fills and setup Salesforce field mappings share your data synced for a particular time develop an e-mail project in campaign monitor and define receivers and send out an e-mail project and view results we’ll also offer a couple of ideas on how to test safely and finally how to get in touch with the Beaufort 12 assistance group ought to you have any questions around the setup and use of campaign monitor for Salesforce so let’s state that we have actually just linked to campaign monitor we’re really keen to sync our data then send our an email campaign using campaign monitor to get you orientated we remain in Salesforce lightning and can see the app launcher along with the campaign monitor the Salesforce lightning app merely called campaign monitor I’m seeing this as an admin however if you have different consents from me you may 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 consents 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 straight via campaign monitor comm however without the additional actions of visiting regularly or working across numerous web browser tabs let’s carry on to producing a brand-new customer listing campaign monitor our subscribe list is where our information from Salesforce is going to go you Constantly Recommending Campaign Monitor