Contact Us Campaign Monitor 2022

Lets talk Contact Us Campaign Monitor…Hi everyone and thank you so much for joining us today on discover how to utilize campaign monitor for Salesforce together with a live Q&A session viewing as everybody that’s joining us might not know completely about project well up until all Beaufort 12 we just like to take a minute to present ourselves and our respective services to you so to start with my name is grainy and I’m part of the campaign monitor consumer experience group and campaign monitor is an e-mail marketing platform for growing organizations with project wallets as simple email marketing and automation tools backed by human assistance connecting with your audience has never ever been easier hi everyone I’m Ross boffo 12 we’re the creators of campaign monitor for Salesforce and manage Contact Us Campaign Monitor

the technical aspects of the integration software our collaboration with campaign monitors is over 10 years old so myself and my team have got a great deal of experience dealing with both platforms I’m so looking forward to taking you through the presentation today and answering your questions terrific thanks Ross and say a couple of more participants have simply gotten here so yeah you’re simply in the nick of time we’re simply getting underway and we’re going to begin entering the meat of it in a couple of moments time however in the moment for the moment now we have actually shared a few details about ourselves we ‘d enjoy to know a bit about you guys are a fast poll so I’m simply going to launch that now and yeah it’s the subject of the number of of you people out there are existing customers 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 kind of stuff so Wow it’s terrific to have numerous individuals on the webinar can really 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 anonymous so please do feel free 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 few minutes time and see what those results appear like all right yeah I believe that’s practically everyone has voted there so thank you a lot and here’s the outcomes so what a lot of you are currently using the port so that’s really excellent to see yeah and a little bit of an interest going on so some individuals are simply looking to understand more and yeah somebody wanting to connect so yeah that’s really informative which really helps us ensure we type of tailor this to the ideal audience err folks in today’s webinar we’re going forward so yep seen there’s a few of you that are not utilizing cm4 SF the adapter is called we should take a few minutes to inform you a 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 simple setup and thorough set of features by linking Salesforce or campaign monitor using campaign monitor the Salesforce you can manage your consumer data send out e-mail projects and determine the outcomes automatically syncing your information in between these two effective apps means that you’re always dealing with the most recent and most precise data nor from within your Salesforce organization fantastic thanks manager therefore just sailor to enter into a little 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? Contact Us Campaign Monitor

you understand lasts about 15 minutes we’re likewise going to supply 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 in when you signed up so we’ll have those up on screen as well so so you can follow those questions and we’ve in fact got 2 slides worth of those so you might discover that your question will be covered in that Q&A session but so as we make it through the Q&A session if you feel that you have got a concern that isn’t covered please do really look the Q&A panel at the bottom to add in your question thank you and so something we will not be covering in today’s demonstration is the initial admin and the real installation setup with the combination that said 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 installed just yet this is a great overview of essential features and finest practice for connecting Salesforce and campaign monitor ideally you’ll see how uncomplicated it is to set up Kempo at a Salesforce and learn more about a few of the ways you can use it to improve automate your e-mail marketing wait Thank You Ross and yeah so as we have actually currently covered yeah we won’t be covering some questions later however if there’s anything that some if there’s anything that springs to mind as you go through the demonstration please do include your questions in on the Q&A panel so we’re going to switch over to the demo now which has actually been taped by Ross earlier and that’s the getting going 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 just on the third just on the 15 minutes so and if you do miss any of the action do not worry 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 2 once we’ve done that so it’ll remain in your inbox so you can return and watch this in your Contact Us Campaign Monitor

 

own time and ensure you’ve got all the knowings and prior to we start the demo similar to to say a couple of words on Salesforce additions as we get this concern quite a bit and the additions of Salesforce are available as you will most likely know our necessary expert business group and unrestricted our combination operates at all but the necessary addition it’s likewise where self was classic and the newer lightening interface if you’re an existing Salesforce user you’re likely familiar with the terms of leads contacts campaigns reports and list views we’ll be utilizing 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 top email 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 objective will be to send an email campaign with campaign monitor utilizing existing customer data in Salesforce we’ll begin with 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 information and send an e-mail project well this isn’t a thorough demo of whatever that you can do it will reveal you how you can get your organization app syncing and all set to send e-mail marketing campaigns in simply a few minutes there are likewise many other benefits 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 using the import wizard develop custom fills and setup Salesforce field mappings share your data synced for a specific time create an e-mail project in campaign monitor and define receivers and send an e-mail campaign and view results we’ll also supply a couple of pointers on how to test safely and finally how to get in touch with the Beaufort 12 support team must 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 actually eager to sync our data then send our an e-mail campaign utilizing campaign monitor to get you orientated we remain 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 various approvals from me you might just be able to see campaign monitor if your gain access to varies from what you see here you can ask your Salesforce system administrator to upgrade your consents the campaign monitor lightning app is where we’ll be doing the majority of our setup an email structure today

with this campaign monitor tab you can log in and use campaign monitor without leaving Salesforce is exactly the like if you logged into the account directly through campaign monitor comm but without the extra steps of logging in frequently or working throughout numerous browser tabs let’s carry on to producing a new customer listing campaign monitor our subscribe list is where our data from Salesforce is going to go you Contact Us Campaign Monitor